SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 36 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Sollinda Capital Management LLC | 489,457 | $15,819,250 | 4.82% |
| Austin Wealth Management, LLC | 115,625 | $3,826,633 | 0.90% |
| Lloyd Advisory Services, LLC. | 51,346 | $1,659,524 | 0.78% |
| Almanack Investment Partners, LLC. | 120,528 | $3,895,465 | 0.64% |
| Ironsides Asset Advisors, LLC | 43,283 | $1,398,907 | 0.46% |
| AXXCESS WEALTH MANAGEMENT, LLC | 388,428 | $12,553,993 | 0.33% |
| Bison Wealth, LLC | 48,504 | $1,507,991 | 0.24% |
| Financial Enhancement Group LLC | 19,366 | $626,490 | 0.10% |
| Elevated Capital Advisors, LLC | 7,575 | $244,822 | 0.07% |
| Pathway Financial Advisors LLC | 7,115 | $229,957 | 0.06% |