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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
7,115
shares
|
$236,431
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
882
shares
|
$29,308
0.0% of portfolio
|
Q3 2024
Reduced 13.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
700
shares
|
$23,260
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
579
shares
|
$19,240
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
500
shares
|
$16,615
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
479
shares
|
$15,917
0.0% of portfolio
|
Q2 2024
Reduced 36.64%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
382
shares
|
$12,693
0.0% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
291
shares
|
$9,669
0.0% of portfolio
|
Q2 2024
Reduced 69.91%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
231
shares
|
$7,676
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
185
shares
|
$6,147
0.0% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
153
shares
|
$5,084
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
100
shares
|
$3,322
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
74
shares
|
$2,459
0.0% of portfolio
|
Q2 2024
Reduced 75.17%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
24
shares
|
$797
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|