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 42 institutions that hold shares in the stock, with a total of 2.07 Million shares, which have been reported (via 13F filing form) to have a value of $71.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
479,052
shares
|
$16.5 Million
0.02% of portfolio
|
Q3 2024
Added 80.54%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
284,816
shares
|
$9.8 Million
4.38% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
247,853
shares
|
$8.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
150,170
shares
|
$5.17 Million
0.05% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
142,651
shares
|
$4.91 Million
0.79% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
112,777
shares
|
$3.88 Million
0.82% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
90,430
shares
|
$3.11 Million
2.88% of portfolio
|
Q3 2022
Reduced 17.09%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
62,287
shares
|
$2.14 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
62,243
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
61,083
shares
|
$2.1 Million
0.6% of portfolio
|
Q3 2024
Added 41.12%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
51,296
shares
|
$1.77 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
45,323
shares
|
$1.56 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
41,493
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2022
Reduced 8.45%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
36,524
shares
|
$1.26 Million
0.22% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
33,745
shares
|
$1.16 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
25,687
shares
|
$884,146
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
22,504
shares
|
$774,587
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
17,721
shares
|
$609,956
0.18% of portfolio
|
Q4 2024
Added 26.68%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
16,978
shares
|
$584,382
0.01% of portfolio
|
Q3 2024
Reduced 16.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
15,064
shares
|
$518,502
0.0% of portfolio
|
Q3 2024
Reduced 14.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
12,693
shares
|
$436,893
0.0% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
12,530
shares
|
$431,282
0.16% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
10,059
shares
|
$346,230
0.04% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
9,903
shares
|
$340,861
0.03% of portfolio
|
Q2 2024
Reduced 49.86%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
7,679
shares
|
$264,311
0.25% of portfolio
|
Q4 2024
Reduced 1.55%
|