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 1.26 Million shares, which have been reported (via 13F filing form) to have a value of $47.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Aug 07, 2025 Q2 2025 |
190,147
shares
|
$7.24 Million
5.49% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
185,279
shares
|
$7.05 Million
0.06% of portfolio
|
Q2 2025
Added 6701.73%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
143,982
shares
|
$5.48 Million
0.01% of portfolio
|
Q2 2025
Added 20.71%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
90,430
shares
|
$3.44 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
|
$3.17 Million
0.93% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
61,357
shares
|
$2.34 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
54,756
shares
|
$2.08 Million
0.37% of portfolio
|
Q2 2025
Reduced 44.64%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
45,784
shares
|
$1.74 Million
1.68% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
44,281
shares
|
$1.69 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
|
$1.62 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
41,493
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2022
Reduced 8.45%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
33,745
shares
|
$1.28 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
31,522
shares
|
$1.2 Million
0.34% of portfolio
|
Q2 2025
Reduced 36.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
30,797
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 85.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
24,116
shares
|
$917,854
0.0% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
22,263
shares
|
$847,329
0.22% of portfolio
|
Q1 2025
Reduced 96.28%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
18,987
shares
|
$722,645
0.05% of portfolio
|
Q2 2025
Reduced 13.02%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
18,341
shares
|
$698,058
0.22% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
16,273
shares
|
$619,350
0.05% of portfolio
|
Q4 2024
Added 64.32%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
16,194
shares
|
$616,343
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
10,952
shares
|
$416,833
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,456
shares
|
$397,955
0.09% of portfolio
|
Q4 2024
Reduced 71.37%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
8,573
shares
|
$326,288
0.01% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
7,894
shares
|
$300,445
0.02% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
7,676
shares
|
$292,148
0.02% of portfolio
|
Q3 2024
Reduced 0.32%
|