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 Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,553,993 | +3.5% | 388,428 | -0.5% | 0.33% | 0.0% |
| Q1 2024 | $12,133,743 | +21.1% | 390,278 | +12.0% | 0.33% | +14.1% |
| Q4 2023 | $10,017,394 | -21.1% | 348,596 | -28.0% | 0.29% | -32.8% |
| Q3 2023 | $12,696,039 | +128.8% | 484,212 | +138.3% | 0.43% | +7.7% |
| Q2 2023 | $5,548,982 | – | 203,185 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smith Anglin Financial, LLC | 1,199,434 | $29,086,281 | 5.49% |
| PACIFIC FINANCIAL GROUP INC | 275,424 | $6,679,039 | 5.01% |
| Kathmere Capital Management, LLC | 2,056,965 | $50,917,209 | 4.36% |
| Almanack Investment Partners, LLC. | 138,988 | $3,370,459 | 0.72% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 183,405 | $4,447,571 | 0.70% |
| Atlas Financial Advisors, Inc. | 19,322 | $468,559 | 0.64% |
| Bison Wealth, LLC | 58,629 | $1,486,830 | 0.48% |
| INSIGNEO ADVISORY SERVICES, LLC | 31,952 | $775,000 | 0.29% |
| Park Edge Advisors, LLC | 18,936 | $459,198 | 0.20% |
| Ausdal Financial Partners, Inc. | 56,791 | $1,377,182 | 0.20% |