Institutional Ownership Simplify Exch Trad Fds Us Eq P (SPD)
This table provides information about the institutional ownership of Simplify Exch Trad Fds Us Eq P (SPD). We have compiled data on the 48 institutions that hold shares in the stock, with a total of 1.49 Million shares, which have been reported (via 13F filing form) to have a value of $58.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
245,555
shares
|
$9.63 Million
0.01% of portfolio
|
Q3 2025
Added 70.55%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Aug 07, 2025 Q2 2025 |
190,147
shares
|
$7.46 Million
5.49% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
185,279
shares
|
$7.26 Million
0.06% of portfolio
|
Q2 2025
Added 6701.73%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
100,057
shares
|
$3.92 Million
4.06% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
90,430
shares
|
$3.55 Million
2.88% of portfolio
|
Q3 2022
Reduced 17.09%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
83,322
shares
|
$3.27 Million
0.93% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
61,357
shares
|
$2.41 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
54,756
shares
|
$2.15 Million
0.37% of portfolio
|
Q2 2025
Reduced 44.64%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
45,784
shares
|
$1.8 Million
1.68% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
44,281
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
42,618
shares
|
$1.67 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
41,493
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2022
Reduced 8.45%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
33,745
shares
|
$1.32 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
30,797
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 85.43%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
30,483
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 3528.93%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
29,721
shares
|
$1.17 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
24,116
shares
|
$945,588
0.0% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
22,263
shares
|
$872,932
0.22% of portfolio
|
Q1 2025
Reduced 96.28%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
18,989
shares
|
$744,558
0.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
18,341
shares
|
$719,150
0.22% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
16,273
shares
|
$638,064
0.05% of portfolio
|
Q4 2024
Added 64.32%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
16,194
shares
|
$634,966
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
11,747
shares
|
$460,599
0.13% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,456
shares
|
$409,979
0.09% of portfolio
|
Q4 2024
Reduced 71.37%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
8,573
shares
|
$336,147
0.01% of portfolio
|
Q2 2025
Reduced 2.42%
|