SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 59 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | – | 0 | – | 0.00% | – |
| Q2 2023 | $0 | – | 0 | – | 0.00% | – |
| Q1 2023 | $0 | – | 0 | – | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2022 | $66,000 | +3.1% | 2,502 | +3.6% | 0.01% | +20.0% |
| Q2 2022 | $64,000 | -4.5% | 2,416 | +13.5% | 0.01% | 0.0% |
| Q1 2022 | $67,000 | -40.7% | 2,128 | -37.2% | 0.01% | -16.7% |
| Q4 2021 | $113,000 | +5.6% | 3,390 | -3.2% | 0.01% | -14.3% |
| Q3 2021 | $107,000 | +7.0% | 3,501 | +6.2% | 0.01% | +16.7% |
| Q2 2021 | $100,000 | -1.0% | 3,298 | -7.8% | 0.01% | -14.3% |
| Q1 2021 | $101,000 | – | 3,577 | – | 0.01% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
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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% |