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 46 institutions that hold shares in the stock, with a total of 1.46 Million shares, which have been reported (via 13F filing form) to have a value of $57.3 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
|
$9.65 Million
0.01% of portfolio
|
Q3 2025
Added 70.55%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Nov 05, 2025 Q3 2025 |
194,241
shares
|
$7.64 Million
5.07% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
184,940
shares
|
$7.27 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
100,057
shares
|
$3.93 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 |
Nov 12, 2025 Q3 2025 |
85,839
shares
|
$3.37 Million
0.88% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
54,006
shares
|
$2.12 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
44,692
shares
|
$1.76 Million
2.06% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
42,691
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Reduced 30.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
41,493
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2022
Reduced 8.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
40,252
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Added 66.91%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
38,994
shares
|
$1.53 Million
0.37% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
33,745
shares
|
$1.33 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
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%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
28,197
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
18,989
shares
|
$746,457
0.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
16,220
shares
|
$637,608
0.04% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
15,971
shares
|
$627,820
0.19% of portfolio
|
Q3 2025
Reduced 12.92%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
15,369
shares
|
$604,155
0.23% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
14,197
shares
|
$558,084
0.15% of portfolio
|
Q3 2025
Reduced 36.23%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
11,747
shares
|
$461,774
0.13% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
11,740
shares
|
$461,499
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
11,531
shares
|
$453,283
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,456
shares
|
$411,025
0.09% of portfolio
|
Q4 2024
Reduced 71.37%
|
|