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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
7,115
shares
|
$257,349
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,575
shares
|
$237,817
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,927
shares
|
$214,379
0.0% of portfolio
|
Q4 2024
Reduced 99.0%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,013
shares
|
$108,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,724
shares
|
$98,527
0.0% of portfolio
|
Q1 2025
Reduced 98.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,184
shares
|
$78,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,707
shares
|
$61,742
0.0% of portfolio
|
Q1 2025
Added 178.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,025
shares
|
$37,074
0.0% of portfolio
|
Q1 2025
Added 78.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,014
shares
|
$36,676
0.0% of portfolio
|
Q1 2025
Added 44.86%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
781
shares
|
$28,248
0.0% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
650
shares
|
$23,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
500
shares
|
$18,085
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
380
shares
|
$13,744
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
231
shares
|
$8,355
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
147
shares
|
$5,316
0.0% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
29
shares
|
$1,048
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
12
shares
|
$434
0.0% of portfolio
|
Q1 2025
Reduced 92.31%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$36
0.0% of portfolio
|
Q1 2025
Reduced 99.74%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1
shares
|
$36
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|