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 40 institutions that hold shares in the stock, with a total of 1.47 Million shares, which have been reported (via 13F filing form) to have a value of $49 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
265,347
shares
|
$8.82 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
247,853
shares
|
$8.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
139,116
shares
|
$4.62 Million
0.05% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
136,118
shares
|
$4.52 Million
0.74% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
112,777
shares
|
$3.75 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 Million
2.88% of portfolio
|
Q3 2022
Reduced 17.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
62,243
shares
|
$2.07 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
|
$2.03 Million
0.6% of portfolio
|
Q3 2024
Added 41.12%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
51,296
shares
|
$1.7 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
48,504
shares
|
$1.61 Million
0.27% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
41,493
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2022
Reduced 8.45%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
33,745
shares
|
$1.12 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
26,368
shares
|
$876,208
0.15% of portfolio
|
Q3 2024
Added 36.16%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
20,255
shares
|
$673,073
0.02% of portfolio
|
Q2 2024
Added 70.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
17,563
shares
|
$583,618
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
16,133
shares
|
$536,099
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
13,989
shares
|
$464,854
0.14% of portfolio
|
Q3 2024
Added 84.67%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
12,676
shares
|
$421,223
0.0% of portfolio
|
Q2 2024
Added 248.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
11,916
shares
|
$395,968
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
10,679
shares
|
$354,863
0.05% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
9,903
shares
|
$329,076
0.04% of portfolio
|
Q2 2024
Reduced 49.86%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
8,786
shares
|
$291,958
0.01% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
7,817
shares
|
$259,758
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
7,800
shares
|
$259,193
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
7,676
shares
|
$255,073
0.03% of portfolio
|
Q3 2024
Reduced 0.32%
|