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Simplify US Equity PLUS Downside Convexity ETF (SPD) Institutional Ownership

Simplify US Equity PLUS Downside Convexity ETF logo
$39.16 -0.05 (-0.11%)
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Institutional Ownership Changes (13F Filings) for Simplify US Equity PLUS Downside Convexity ETF (NYSEARCA:SPD)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$84.69M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$36.24M
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SPD Institutional Buying and Selling by Quarter

Simplify US Equity PLUS Downside Convexity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.7,218$265K0.0%+21.8%0.301%
8/29/2025 Evolution Wealth Management Inc.94,750$3.60M4.4%N/A3.948%
8/14/2025 Transce3nd LLC782$30K0.0%N/A0.033%
8/8/2025 Austin Wealth Management LLC54,756$2.06M0.4%-44.6%2.330%
8/6/2025 AE Wealth Management LLC185,279$7.04M0.1%+6,701.7%7.884%
7/30/2025 LifeWealth Investments LLC10,952$416K0.1%N/A0.466%
7/18/2025 B.O.S.S. Retirement Advisors LLC42,618$1.62M0.4%N/A1.814%
7/16/2025 Lloyd Advisory Services LLC.45,784$1.74M0.8%N/A1.969%
7/10/2025 Wealth Enhancement Advisory Services LLC30,797$1.20M0.0%-85.4%1.325%
7/9/2025 Fiduciary Alliance LLC18,987$722K0.1%-13.0%0.817%
7/7/2025 Park Edge Advisors LLC31,522$1.20M0.3%-36.5%1.356%
5/19/2025Jane Street Group LLC20,967$649K0.0%+182.4%0.845%
5/14/2025Compound Planning Inc.61,599$1.91M0.1%+35.9%2.484%
5/13/2025Ethos Financial Group LLC218,903$6.94M0.7%+3.1%8.827%
5/13/2025HighTower Advisors LLC468,920$14.50M0.0%-11.2%18.908%
5/8/2025US Bancorp DE1,707$53K0.0%+178.0%0.083%
5/7/2025Ironsides Asset Advisors LLC82,733$2.56M0.8%+4.5%4.036%
5/6/2025AE Wealth Management LLC2,724$84K0.0%-98.2%0.133%
5/1/2025Austin Wealth Management LLC98,902$3.40M0.7%-6.3%4.824%
4/30/2025Alpha Cubed Investments LLC8,843$274K0.0%N/A0.431%
4/25/2025Sollinda Capital Management LLC22,263$689K0.2%-96.3%1.086%
4/24/2025Elevated Capital Advisors LLC18,341$567K0.2%+3.5%0.895%
4/17/2025Authentikos Wealth Advisory LLC218,804$6.77M5.6%+2,749.4%10.673%
4/17/2025Dynamic Advisor Solutions LLC8,786$272K0.0%N/A0.429%
4/16/2025Wealth Enhancement Advisory Services LLC211,420$6.54M0.0%-14.6%7.551%
4/10/2025Park Edge Advisors LLC49,618$1.54M0.4%N/A1.772%
4/9/2025Fiduciary Alliance LLC21,829$675K0.1%-3.0%0.780%
2/14/2025Jane Street Group LLC7,424$248K0.0%N/A0.230%
2/14/2025Bison Wealth LLC10,456$349K0.0%-71.4%0.510%
2/13/2025Insigneo Advisory Services LLC16,273$543K0.1%+64.3%0.504%
2/12/2025OLD Mission Capital LLC18,194$607K0.0%+7.2%0.563%
2/11/2025LPL Financial LLC18,249$609K0.0%+43.8%0.565%
2/10/2025Axxcess Wealth Management LLC284,816$9.51M0.2%N/A8.818%
2/10/2025Ironsides Asset Advisors LLC79,133$2.64M0.8%+29.5%2.450%
2/10/2025Commonwealth Equity Services LLC113,758$3.80M0.0%+82.8%3.522%
2/10/2025Austin Wealth Management LLC105,591$3.61M0.7%-6.4%3.269%
2/10/2025Farther Finance Advisors LLC2,184$73K0.0%N/A0.068%
2/7/2025HighTower Advisors LLC528,211$17.63M0.0%+10.3%16.353%
2/7/2025Sollinda Capital Management LLC599,044$19.99M5.5%N/A18.546%
2/6/2025Ethos Financial Group LLC212,366$7.09M0.9%+240.9%6.575%
2/3/2025Lloyd Advisory Services LLC.48,636$1.62M0.8%-5.2%1.506%
1/29/2025Howard Bailey Securities LLC12,530$418K0.2%-11.6%0.388%
1/29/2025Great Lakes Retirement Inc.10,059$336K0.0%-5.8%0.311%
1/28/2025Almanack Investment Partners LLC.142,651$4.76M0.7%+4.8%4.416%
1/23/2025Ridgepath Capital Management LLC284,816$9.51M4.4%N/A8.818%
1/21/2025B.O.S.S. Retirement Advisors LLC25,687$857K0.2%N/A0.795%
1/17/2025Atomi Financial Group Inc.45,323$1.51M0.1%N/A1.403%
1/13/2025Elevated Capital Advisors LLC17,721$591K0.2%+26.7%0.549%
1/13/2025Fiduciary Alliance LLC22,504$751K0.1%N/A0.697%
11/15/2024HighTower Advisors LLC479,052$16.03M0.0%+80.5%14.831%
10/31/2024Ironsides Asset Advisors LLC61,083$2.04M0.6%+41.1%1.891%
10/31/2024Financial Enhancement Group LLC26,368$883K0.2%+36.2%0.816%
10/28/2024Austin Wealth Management LLC112,777$3.74M0.8%-2.5%3.492%
10/24/2024Wealth Enhancement Advisory Services LLC247,853$8.30M0.0%-0.1%7.673%
10/22/2024Elevated Capital Advisors LLC13,989$468K0.1%+84.7%0.433%
10/8/2024Dynamic Advisor Solutions LLC8,786$294K0.0%-3.5%0.272%
8/14/2024Insigneo Advisory Services LLC9,903$319K0.0%-49.9%0.307%
8/13/2024AE Wealth Management LLC139,116$4.50M0.0%+1.6%4.307%
8/10/2024Axxcess Wealth Management LLC388,428$12.55M0.3%-0.5%12.026%
8/6/2024Lloyd Advisory Services LLC.51,346$1.66M0.8%N/A1.590%
8/2/2024Financial Enhancement Group LLC19,366$626K0.1%+13.1%0.600%
8/1/2024Elevated Capital Advisors LLC7,575$245K0.1%N/A0.235%
7/31/2024Sollinda Capital Management LLC489,457$15.82M4.8%+26.8%15.153%
7/31/2024Austin Wealth Management LLC115,625$3.83M0.9%-1.0%3.580%
7/31/2024Commonwealth Equity Services LLC53,916$1.74M0.0%N/A1.669%
7/16/2024Wealth Enhancement Advisory Services LLC248,220$8.02M0.0%-5.0%7.685%
7/15/2024Dynamic Advisor Solutions LLC9,106$294K0.0%-68.0%0.282%
7/1/2024Kathmere Capital Management LLC8,165$264K0.0%+6.0%0.253%
5/23/2024Austin Wealth Management LLC116,793$3.69M0.9%+1.1%3.616%
5/14/2024Axxcess Wealth Management LLC390,278$12.13M0.3%+12.0%12.273%
5/11/2024Ironsides Asset Advisors LLC38,833$1.21M0.4%+12.4%1.221%
5/9/2024Great Lakes Retirement Inc.12,117$377K0.1%-6.1%0.381%
5/2/2024Almanack Investment Partners LLC.132,728$4.13M0.7%N/A4.174%
4/25/2024Capital Investment Advisory Services LLC43,563$1.35M0.1%+438.6%1.370%
4/22/2024Sollinda Capital Management LLC385,915$12.00M3.7%N/A12.136%
4/16/2024Kathmere Capital Management LLC7,701$239K0.0%-5.7%0.242%
4/16/2024Wealth Enhancement Advisory Services LLC261,357$8.13M0.0%-3.7%8.219%
4/15/2024Financial Enhancement Group LLC17,130$525K0.1%-9.7%0.539%
2/21/2024Austin Wealth Management LLC115,497$3.48M0.9%-6.0%2.718%
2/13/2024Lloyd Advisory Services LLC.48,540$1.40M0.7%N/A1.142%
2/6/2024Axxcess Wealth Management LLC348,596$10.02M0.3%-28.0%8.202%
2/1/2024CWM LLC1,206$35K0.0%-31.1%0.028%
2/1/2024Pathway Financial Advisors LLC7,115$204K0.1%N/A0.167%
1/30/2024Bison Wealth LLC49,100$1.41M0.2%-14.9%1.155%
1/26/2024B.O.S.S. Retirement Advisors LLC23,343$671K0.1%N/A0.549%
1/18/2024Financial Enhancement Group LLC18,964$542K0.1%+4.3%0.446%
1/18/2024Great Lakes Retirement Inc.12,910$371K0.1%N/A0.304%
1/11/2024Dynamic Advisor Solutions LLC27,139$768K0.0%+61.1%0.639%
12/5/2023Austin Wealth Management LLC122,898$3.40M1.1%N/A2.892%
11/15/2023Axxcess Wealth Management LLC484,212$12.70M0.4%+138.3%11.393%
11/13/2023Bison Wealth LLC57,690$1.51M0.3%-4.1%1.357%
11/8/2023HighTower Advisors LLC27,801$730K0.0%-32.4%0.654%
11/2/2023Capital Investment Advisory Services LLC8,063$211K0.0%N/A0.190%
11/1/2023Ironsides Asset Advisors LLC41,320$1.08M0.5%+5.1%0.972%
10/11/2023Atlas Financial Advisors Inc.12,130$318K0.2%-11.8%0.285%
10/11/2023Smith Anglin Financial LLC13,346$350K0.0%-5.0%0.314%
10/11/2023CWM LLC1,751$46K0.0%-99.4%0.041%
10/11/2023Kathmere Capital Management LLC9,754$256K0.0%-63.2%0.230%
10/11/2023Dynamic Advisor Solutions LLC16,843$442K0.0%+10.2%0.396%
10/10/2023National Bank of Canada FI6,778$176K0.0%-8.6%0.159%
(Data available from 1/1/2016 forward)

SPD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPD shares?

During the previous two years, 42 institutional investors and hedge funds held shares of Simplify US Equity PLUS Downside Convexity ETF. The most heavily invested institutionals were HighTower Advisors LLC ($14.50M), Axxcess Wealth Management LLC ($9.51M), Ridgepath Capital Management LLC ($9.51M), AE Wealth Management LLC ($7.04M), Ethos Financial Group LLC ($6.94M), Authentikos Wealth Advisory LLC ($6.77M), and Almanack Investment Partners LLC. ($4.76M).Learn more on Simplify US Equity PLUS Downside Convexity ETF's institutional investors.

Which institutional investors have been buying Simplify US Equity PLUS Downside Convexity ETF's stock?

Of the 35 institutional investors that purchased Simplify US Equity PLUS Downside Convexity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sollinda Capital Management LLC ($1.09M), Axxcess Wealth Management LLC ($607.53K), Ridgepath Capital Management LLC ($284.82K), HighTower Advisors LLC ($262.86K), Authentikos Wealth Advisory LLC ($211.13K), AE Wealth Management LLC ($184.76K), and Ethos Financial Group LLC ($156.62K).

How much institutional buying is happening at Simplify US Equity PLUS Downside Convexity ETF?

Institutional investors have bought a total of 2,507,702 shares in the last 24 months. This purchase volume represents approximately $84.69M in transactions.

Which of Simplify US Equity PLUS Downside Convexity ETF's major shareholders have been selling company stock?

Of the 12 institutional investors that sold Simplify US Equity PLUS Downside Convexity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sollinda Capital Management LLC ($576.78K), Wealth Enhancement Advisory Services LLC ($217.21K), AE Wealth Management LLC ($144.91K), Austin Wealth Management LLC ($60.87K), HighTower Advisors LLC ($59.29K), Bison Wealth LLC ($26.07K), and Park Edge Advisors LLC ($18.10K).

How much institutional selling is happening at Simplify US Equity PLUS Downside Convexity ETF?

Institutional investors have sold a total of 1,111,979 shares in the last 24 months. This volume of shares sold represents approximately $36.24M in transactions.


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This page (NYSEARCA:SPD) was last updated on 9/17/2025 by MarketBeat.com Staff
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