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 |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
7,894
shares
|
$309,523
0.02% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
7,676
shares
|
$300,975
0.02% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
7,218
shares
|
$283,017
0.0% of portfolio
|
Q2 2025
Added 434.67%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
7,115
shares
|
$278,979
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,025
shares
|
$40,190
0.0% of portfolio
|
Q1 2025
Added 78.26%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
782
shares
|
$30,662
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
700
shares
|
$27,447
0.0% of portfolio
|
Q2 2025
Reduced 30.97%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
650
shares
|
$25,486
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
583
shares
|
$22,859
0.02% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
500
shares
|
$19,605
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
380
shares
|
$14,899
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
280
shares
|
$10,978
0.01% of portfolio
|
Q2 2025
Added 2233.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
231
shares
|
$9,057
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
147
shares
|
$5,763
0.0% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
122
shares
|
$4,783
0.0% of portfolio
|
Q2 2025
Reduced 95.95%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
81
shares
|
$3,176
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
46
shares
|
$1,803
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
44
shares
|
$1,725
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
10
shares
|
$392
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
8
shares
|
$313
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1
shares
|
$39
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$39
0.0% of portfolio
|
Q1 2025
Reduced 99.74%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|