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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $150,110 | +278.8% | 5,725 | +294.6% | 0.00% | – |
| Q2 2023 | $39,627 | -57.6% | 1,451 | -60.3% | 0.00% | – |
| Q1 2023 | $93,393 | -10.0% | 3,651 | -14.7% | 0.00% | – |
| Q4 2022 | $103,766 | -75.5% | 4,279 | -73.2% | 0.00% | – |
| Q3 2022 | $423,000 | +204.3% | 15,979 | +204.1% | 0.00% | – |
| Q2 2022 | $139,000 | -6.7% | 5,254 | +10.6% | 0.00% | – |
| Q1 2022 | $149,000 | – | 4,750 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kathmere Capital Management, LLC | 1,014,250 | $25,944,513 | 4.25% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 183,405 | $4,691,500 | 0.73% |
| Atlas Financial Advisors, Inc. | 19,299 | $493,668 | 0.67% |
| Almanack Investment Partners, LLC. | 116,926 | $2,990,973 | 0.59% |
| Bison Wealth, LLC | 61,035 | $1,571,646 | 0.49% |
| OneDigital Investment Advisors LLC | 367,940 | $9,411,909 | 0.22% |
| Ausdal Financial Partners, Inc. | 56,651 | $1,449,133 | 0.20% |
| Ironsides Asset Advisors, LLC | 16,825 | $430,384 | 0.20% |
| INSIGNEO ADVISORY SERVICES, LLC | 23,742 | $607,320 | 0.19% |
| Park Edge Advisors, LLC | 18,936 | $484,383 | 0.19% |