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

Simplify US Equity PLUS Downside Convexity ETF logo
$34.52 +0.37 (+1.08%)
As of 04:10 PM Eastern
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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)
17
Total
Institutional Inflows
(last 12 months)
$39.56M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$6.36M
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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
1/21/2025B.O.S.S. Retirement Advisors LLC25,687$857K0.2%N/A0.795%
1/17/2025 Atomi Financial Group Inc.45,323$1.51M0.1%N/A1.403%
1/13/2025 Elevated Capital Advisors LLC17,721$591K0.2%+26.7%0.549%
1/13/2025 Fiduciary 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%
10/31/2024 Financial Enhancement Group LLC26,368$883K0.2%+36.2%0.816%
10/28/2024Austin Wealth Management LLC112,777$3.74M0.8%-2.5%3.492%
10/24/2024 Wealth Enhancement Advisory Services LLC247,853$8.30M0.0%-0.1%7.673%
10/22/2024 Elevated 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%
8/2/2024 Financial Enhancement Group LLC19,366$626K0.1%+13.1%0.600%
8/1/2024 Elevated 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%
7/16/2024 Wealth 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%
7/1/2024 Kathmere 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%
4/16/2024 Kathmere Capital Management LLC7,701$239K0.0%-5.7%0.242%
4/16/2024 Wealth Enhancement Advisory Services LLC261,357$8.13M0.0%-3.7%8.219%
4/15/2024 Financial 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%
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1/18/2024 Financial 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%
10/11/2023 Smith Anglin Financial LLC13,346$350K0.0%-5.0%0.314%
10/11/2023CWM LLC1,751$46K0.0%-99.4%0.041%
10/11/2023 Kathmere 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%
10/5/2023Almanack Investment Partners LLC.100,285$2.63M0.4%+11.0%2.360%
8/15/2023Ironsides Asset Advisors LLC39,320$1.08M0.5%+133.7%0.925%
8/14/2023Bison Wealth LLC60,179$1.64M0.3%-1.4%1.416%
8/8/2023Prospera Financial Services Inc13,200$360K0.0%-23.3%0.311%
8/8/2023Almanack Investment Partners LLC.90,327$2.47M0.4%-22.7%2.125%
8/4/2023IFP Advisors Inc6,176$153K0.0%-94.8%0.145%
8/3/2023Dynamic Advisor Solutions LLC15,280$417K0.0%+42.6%0.360%
8/3/2023CWM LLC289,178$7.90M0.0%+16.6%6.804%
7/31/2023LPL Financial LLC46,103$1.26M0.0%-6.5%1.085%
7/26/2023National Bank of Canada FI7,413$202K0.0%-12.7%0.191%
7/20/2023Clarity Financial LLC47,785$1.31M0.2%N/A1.232%
7/17/2023Atlas Financial Advisors Inc.13,757$376K0.5%-28.7%0.355%
7/13/2023Cambridge Investment Research Advisors Inc.101,813$2.78M0.0%-7.1%2.624%
7/11/2023 Kathmere Capital Management LLC26,492$723K0.1%-97.4%0.683%
7/10/2023 Smith Anglin Financial LLC14,045$384K0.0%-30.4%0.362%
5/17/2023 Financial Enhancement Group LLC26,368$675K0.1%-1.7%0.505%
5/15/2023Bison Wealth LLC61,035$1.57M0.5%+4.1%1.169%
5/12/2023HighTower Advisors LLC117,748$3.01M0.0%-84.2%2.256%
5/11/2023Insigneo Advisory Services LLC23,742$607K0.2%-25.7%0.455%
5/11/2023Cambridge Investment Research Advisors Inc.109,588$2.80M0.0%-89.2%2.099%
5/11/2023Envestnet Asset Management Inc.26,239$671K0.0%+6.1%0.503%
5/10/2023Resources Investment Advisors LLC.367,940$9.41M0.2%+32.4%7.049%
5/8/2023Almanack Investment Partners LLC.116,926$2.99M0.6%-15.9%2.240%
5/1/2023CWM LLC247,960$6.34M0.0%+11.1%4.750%
4/20/2023 Kathmere Capital Management LLC1,014,250$25.95M4.3%+0.4%19.430%
4/18/2023IFP Advisors Inc118,071$2.93M0.1%-53.5%2.262%
4/12/2023National Bank of Canada FI8,491$217K0.0%-83.0%0.090%
4/11/2023 Smith Anglin Financial LLC20,179$516K0.1%-98.3%0.214%
4/11/2023 Mutual Advisors LLC14,765$378K0.0%+52.5%0.157%
3/6/2023OLD Mission Capital LLC25,536$619K0.0%+6.4%0.267%
2/16/2023Pacific Financial Group Inc.275,424$6.68M5.0%+9.0%2.878%
2/13/2023Clarity Financial LLC38,601$936K0.2%+8.6%0.403%
2/10/2023Bison Wealth LLC58,629$1.49M0.5%+1.4%0.613%
2/9/2023 Financial Enhancement Group LLC26,823$695K0.1%-98.3%0.280%
2/9/2023Almanack Investment Partners LLC.138,988$3.37M0.7%N/A1.452%
WARNING: “Buffett Indicator” flashing for first time in 50 years (Ad)

Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indicates the Oracle of Omaha is quietly preparing for a historic market crash. His most reliable crash indicator - the "Buffett indicator" - just flashed red for the first time in 25 years.

Take these 4 steps today to protect your retirement NOW
2/9/2023HighTower Advisors LLC745,204$18.07M0.0%+56.8%7.787%
2/8/2023Prospera Financial Services Inc36,190$878K0.0%-26.3%0.378%
2/8/2023Cambridge Investment Research Advisors Inc.1,014,201$24.59M0.1%+2.3%10.598%
2/7/2023LPL Financial LLC38,993$946K0.0%-96.1%0.407%
2/7/2023IFP Advisors Inc254,119$6.31M0.2%-4.0%2.655%
2/7/2023Envestnet Asset Management Inc.24,727$600K0.0%-95.8%0.258%
2/3/2023Ausdal Financial Partners Inc.56,791$1.38M0.2%-5.5%0.593%
2/3/2023Ironsides Asset Advisors LLC16,825$408K0.2%N/A0.176%
2/2/2023Resources Investment Advisors LLC.277,874$6.74M0.2%+410.4%2.904%
2/1/2023CWM LLC223,102$5.41M0.0%+28.0%2.331%
(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, 40 institutional investors and hedge funds held shares of Simplify US Equity PLUS Downside Convexity ETF. The most heavily invested institutionals were HighTower Advisors LLC ($16.03M), Sollinda Capital Management LLC ($15.82M), Axxcess Wealth Management LLC ($12.55M), Resources Investment Advisors LLC. ($9.41M), Wealth Enhancement Advisory Services LLC ($8.30M), Pacific Financial Group Inc. ($6.68M), and AE Wealth Management LLC ($4.50M).Learn more on SPD's institutional investors.

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

Of the 29 institutional investors that purchased Simplify US Equity PLUS Downside Convexity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sollinda Capital Management LLC ($489.46K), HighTower Advisors LLC ($483.59K), Axxcess Wealth Management LLC ($322.71K), Resources Investment Advisors LLC. ($313.50K), Almanack Investment Partners LLC. ($281.67K), Kathmere Capital Management LLC ($133.23K), and Austin Wealth Management LLC ($124.19K).

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

Institutional investors have bought a total of 2,849,048 shares in the last 24 months. This purchase volume represents approximately $79.96M in transactions.

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

Of the 23 institutional investors that sold Simplify US Equity PLUS Downside Convexity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Enhancement Group LLC ($1.57M), Smith Anglin Financial LLC ($1.19M), Kathmere Capital Management LLC ($1.00M), LPL Financial LLC ($967.94K), Cambridge Investment Research Advisors Inc. ($912.39K), Atlas Financial Advisors Inc. ($670.23K), and HighTower Advisors LLC ($640.81K).

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

Institutional investors have sold a total of 8,404,771 shares in the last 24 months. This volume of shares sold represents approximately $213.04M in transactions.


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This page (NYSEARCA:SPD) was last updated on 1/21/2025 by MarketBeat.com Staff
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