SIMPLIFY EXCHANGE TRADED FUN (QQD)
Institutional ownership reported to the SEC as of Q1 2023, across 10 quarters.
4
Reporting holders
$458.5K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| OLD MISSION CAPITAL LLC | $227.0K | 9,808 | 0.00% | 2q | -61.0%-$354.7K |
| Atlas Financial Advisors, Inc. | $212.7K | 9,188 | 0.29% | 6q | -39.2%-$137.0K |
| ADVISOR GROUP HOLDINGS, INC. | $16.7K | 723 | 0.00% | 10q | HELD |
| UBS Group AG | $2.1K | 89 | 0.00% | 3q | -97.9%-$95.2K |
| WOLVERINE TRADING, LLC | $940 | 41,262 | 0.00% | 2q | +92.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2023 | 4 | $458.5K | 19,808 | 0 | 0 | 3 | 0.0% |
| Q4 2022 | 4 | $867.7K | 45,165 | 1 | 1 | 2 | 0.0% |
| Q3 2022 | 7 | $10.6M | 459,594 | 2 | 2 | 1 | 0.0% |
| Q2 2022 | 9 | $11.7M | 515,752 | 1 | 3 | 3 | 0.0% |
| Q1 2022 | 11 | $10.9M | 378,226 | 2 | 5 | 2 | 0.0% |
| Q4 2021 | 13 | $8.8M | 273,555 | 4 | 5 | 1 | 0.0% |
| Q3 2021 | 8 | $1.2M | 39,957 | 3 | 2 | 2 | 0.0% |
| Q2 2021 | 7 | $1.7M | 58,547 | 3 | 1 | 1 | 0.0% |
| Q1 2021 | 5 | $674.0K | 25,870 | 3 | 0 | 1 | 0.0% |
| Q4 2020 | 2 | $1.1M | 41,065 | 2 | 0 | 0 | 0.0% |