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 45 institutions that hold shares in the stock, with a total of 1.92 Million shares, which have been reported (via 13F filing form) to have a value of $70.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
468,920
shares
|
$17 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
218,903
shares
|
$7.92 Million
0.73% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
218,804
shares
|
$7.91 Million
5.7% of portfolio
|
Q1 2025
Added 2749.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
211,420
shares
|
$7.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
119,276
shares
|
$4.31 Million
0.01% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
98,902
shares
|
$3.58 Million
0.68% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
90,430
shares
|
$3.27 Million
2.88% of portfolio
|
Q3 2022
Reduced 17.09%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
82,733
shares
|
$2.99 Million
0.76% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
61,599
shares
|
$2.23 Million
0.09% of portfolio
|
Q1 2025
Added 35.91%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
49,618
shares
|
$1.79 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
41,493
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2022
Reduced 8.45%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
33,745
shares
|
$1.22 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
22,263
shares
|
$805,252
0.19% of portfolio
|
Q1 2025
Reduced 96.28%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
21,829
shares
|
$789,554
0.07% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
20,967
shares
|
$758,376
0.0% of portfolio
|
Q1 2025
Added 182.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
20,175
shares
|
$729,729
0.0% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
18,341
shares
|
$663,393
0.18% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
17,466
shares
|
$631,745
0.0% of portfolio
|
Q1 2025
Added 18.74%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
16,273
shares
|
$588,594
0.05% of portfolio
|
Q4 2024
Added 64.32%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,456
shares
|
$378,193
0.09% of portfolio
|
Q4 2024
Reduced 71.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,631
shares
|
$348,353
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
8,843
shares
|
$319,851
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
8,786
shares
|
$317,789
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
8,493
shares
|
$307,191
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
7,676
shares
|
$277,640
0.02% of portfolio
|
Q3 2024
Reduced 0.32%
|