SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 54 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,049 | -15.3% | 12,130 | -11.8% | 0.25% | -52.9% |
| Q2 2023 | $375,704 | -23.9% | 13,757 | -28.7% | 0.53% | -20.7% |
| Q1 2023 | $493,668 | +5.4% | 19,299 | -0.1% | 0.67% | +3.4% |
| Q4 2022 | $468,559 | -97.4% | 19,322 | -97.2% | 0.64% | -97.8% |
| Q3 2022 | $18,049,000 | -12.4% | 682,378 | -12.3% | 29.55% | +25.5% |
| Q2 2022 | $20,606,000 | +38.3% | 778,456 | +63.8% | 23.53% | +57.1% |
| Q1 2022 | $14,896,000 | +12.3% | 475,291 | +19.1% | 14.98% | +20.9% |
| Q4 2021 | $13,270,000 | – | 398,968 | – | 12.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Austin Wealth Management, LLC | 122,898 | $3,398,128 | 1.05% |
| Almanack Investment Partners, LLC. | 100,285 | $2,629,479 | 0.51% |
| Ironsides Asset Advisors, LLC | 41,320 | $1,083,410 | 0.49% |
| AXXCESS WEALTH MANAGEMENT, LLC | 484,212 | $12,696,039 | 0.43% |
| OneDigital Investment Advisors LLC | 599,769 | $15,725,954 | 0.34% |
| Bison Wealth, LLC | 57,690 | $1,512,620 | 0.29% |
| Atlas Financial Advisors, Inc. | 12,130 | $318,049 | 0.25% |
| Clarity Financial LLC | 47,670 | $1,249,896 | 0.21% |
| Park Edge Advisors, LLC | 18,858 | $494,457 | 0.18% |
| INSIGNEO ADVISORY SERVICES, LLC | 23,742 | $622,515 | 0.13% |