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 49 institutions that hold shares in the stock, with a total of 3.21 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
599,044
shares
|
$20 Million
5.49% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
528,211
shares
|
$17.6 Million
0.02% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
284,816
shares
|
$9.51 Million
4.38% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
284,816
shares
|
$9.51 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
247,853
shares
|
$8.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
212,366
shares
|
$7.09 Million
1.07% of portfolio
|
Q4 2024
Added 240.95%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
147,629
shares
|
$4.93 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
142,651
shares
|
$4.76 Million
0.79% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
113,758
shares
|
$3.8 Million
0.01% of portfolio
|
Q4 2024
Added 82.76%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
105,591
shares
|
$3.52 Million
0.75% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
90,430
shares
|
$3.02 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
|
$2.64 Million
0.76% of portfolio
|
Q4 2024
Added 29.55%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
48,636
shares
|
$1.62 Million
1.38% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
45,323
shares
|
$1.51 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
41,493
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2022
Reduced 8.45%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
33,745
shares
|
$1.13 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
|
$857,432
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
22,504
shares
|
$751,183
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
18,249
shares
|
$609,151
0.0% of portfolio
|
Q4 2024
Added 43.77%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
18,194
shares
|
$607,315
0.0% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
17,721
shares
|
$591,526
0.18% of portfolio
|
Q4 2024
Added 26.68%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
16,273
shares
|
$543,192
0.06% of portfolio
|
Q4 2024
Added 64.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
14,710
shares
|
$491,019
0.0% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
12,530
shares
|
$418,251
0.16% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,456
shares
|
$349,021
0.09% of portfolio
|
Q4 2024
Reduced 71.37%
|