SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 39 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $207,747 | -21.5% | 7,607 | -30.3% | 0.12% | -28.7% |
| Q4 2022 | $264,713 | -8.4% | 10,916 | 0.0% | 0.17% | -15.1% |
| Q3 2022 | $289,000 | 0.0% | 10,916 | 0.0% | 0.20% | +7.9% |
| Q2 2022 | $289,000 | -45.7% | 10,916 | -31.7% | 0.19% | -34.7% |
| Q4 2021 | $532,000 | +6.2% | 15,984 | 0.0% | 0.29% | +0.7% |
| Q1 2021 | $501,000 | – | 15,984 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Financial Advisors, Inc. | 778,456 | $20,606,000 | 23.53% |
| Financial Enhancement Group LLC | 2,366,169 | $62,632,000 | 13.52% |
| Ferguson Shapiro LLC | 419,910 | $11,115,000 | 6.95% |
| STRINGER ASSET MANAGEMENT, LLC | 109,075 | $2,887,000 | 6.18% |
| WJ Interests, LLC | 238,436 | $6,311,000 | 4.87% |
| Kathmere Capital Management, LLC | 866,024 | $22,924,000 | 4.23% |
| PACIFIC FINANCIAL GROUP INC | 213,633 | $5,655,000 | 4.20% |
| Bison Wealth, LLC | 58,225 | $1,541,000 | 0.88% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 183,405 | $4,855,000 | 0.79% |
| Mach-1 Financial Group, LLC | 37,010 | $979,000 | 0.66% |