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 47 institutions that hold shares in the stock, with a total of 2.63 Million shares, which have been reported (via 13F filing form) to have a value of $86.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
528,211
shares
|
$18.2 Million
0.02% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
284,816
shares
|
$9.82 Million
4.38% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
284,816
shares
|
$9.82 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
218,804
shares
|
$7.54 Million
5.7% of portfolio
|
Q1 2025
Added 2749.38%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
212,366
shares
|
$7.32 Million
1.07% of portfolio
|
Q4 2024
Added 240.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
211,420
shares
|
$7.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
147,629
shares
|
$5.09 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
113,758
shares
|
$3.92 Million
0.01% of portfolio
|
Q4 2024
Added 82.76%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
105,591
shares
|
$3.64 Million
0.75% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
90,430
shares
|
$3.12 Million
2.88% of portfolio
|
Q3 2022
Reduced 17.09%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
79,133
shares
|
$2.73 Million
0.76% of portfolio
|
Q4 2024
Added 29.55%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
49,618
shares
|
$1.71 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
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
|
Feb 06, 2025 Q4 2024 |
41,493
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2022
Reduced 8.45%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
33,745
shares
|
$1.16 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
22,263
shares
|
$767,628
0.19% of portfolio
|
Q1 2025
Reduced 96.28%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
21,829
shares
|
$752,663
0.07% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
18,341
shares
|
$632,397
0.18% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
18,249
shares
|
$629,225
0.0% of portfolio
|
Q4 2024
Added 43.77%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
18,194
shares
|
$627,329
0.0% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
16,273
shares
|
$561,093
0.05% of portfolio
|
Q4 2024
Added 64.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
14,710
shares
|
$507,200
0.0% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,456
shares
|
$360,522
0.09% of portfolio
|
Q4 2024
Reduced 71.37%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
8,786
shares
|
$302,941
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
7,676
shares
|
$264,668
0.02% of portfolio
|
Q3 2024
Reduced 0.32%
|