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 38 institutions that hold shares in the stock, with a total of 1.72 Million shares, which have been reported (via 13F filing form) to have a value of $58.4 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%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
247,853
shares
|
$8.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
150,170
shares
|
$5.19 Million
0.05% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
136,118
shares
|
$4.7 Million
0.74% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
112,777
shares
|
$3.89 Million
0.82% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
90,430
shares
|
$3.12 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
|
$2.15 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
62,243
shares
|
$2.15 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
|
$2.11 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%
|
|
|
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
|
$1.17 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
26,368
shares
|
$910,487
0.15% of portfolio
|
Q3 2024
Added 36.16%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
16,978
shares
|
$586,250
0.01% of portfolio
|
Q3 2024
Reduced 16.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
15,064
shares
|
$520,159
0.0% of portfolio
|
Q3 2024
Reduced 14.23%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
14,175
shares
|
$489,462
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
13,989
shares
|
$483,040
0.14% of portfolio
|
Q3 2024
Added 84.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
12,693
shares
|
$438,289
0.0% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
10,679
shares
|
$368,745
0.05% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
9,903
shares
|
$341,950
0.03% of portfolio
|
Q2 2024
Reduced 49.86%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
8,786
shares
|
$303,380
0.01% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
7,800
shares
|
$269,334
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
7,676
shares
|
$265,052
0.03% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
7,115
shares
|
$245,680
0.06% of portfolio
|
Q4 2023
New holding
|