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

Simplify US Equity PLUS Downside Convexity ETF logo
$35.60 +0.69 (+1.98%)
Closing price 05/2/2025 04:10 PM Eastern
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$36.06 +0.46 (+1.31%)
As of 05/2/2025 07:56 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)
26
Total
Institutional Inflows
(last 12 months)
$77.64M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$22.07M
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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
5/1/2025 Austin Wealth Management LLC98,902$3.40M0.7%-6.3%4.824%
4/30/2025 Alpha Cubed Investments LLC8,843$274K0.0%N/A0.431%
4/25/2025 Sollinda Capital Management LLC22,263$689K0.2%-96.3%1.086%
4/24/2025 Elevated Capital Advisors LLC18,341$567K0.2%+3.5%0.895%
4/17/2025 Authentikos Wealth Advisory LLC218,804$6.77M5.6%+2,749.4%10.673%
4/17/2025 Dynamic Advisor Solutions LLC8,786$272K0.0%N/A0.429%
4/16/2025 Wealth Enhancement Advisory Services LLC211,420$6.54M0.0%-14.6%7.551%
4/10/2025 Park Edge Advisors LLC49,618$1.54M0.4%N/A1.772%
4/9/2025 Fiduciary 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$349K0.1%-71.4%0.324%
2/13/2025 Insigneo 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%
2/10/2025 Axxcess 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%
2/10/2025 Austin Wealth Management LLC105,591$3.61M0.7%-6.4%3.269%
2/10/2025 Farther Finance Advisors LLC2,184$73K0.0%N/A0.068%
2/7/2025HighTower Advisors LLC528,211$17.63M0.0%+10.3%16.353%
2/7/2025 Sollinda Capital Management LLC599,044$19.99M5.5%N/A18.546%
2/6/2025Ethos Financial Group LLC212,366$7.09M0.9%+240.9%6.575%
2/3/2025 Lloyd Advisory Services LLC.48,636$1.62M0.8%-5.2%1.506%
1/29/2025 Howard Bailey Securities LLC12,530$418K0.2%-11.6%0.388%
1/29/2025 Great Lakes Retirement Inc.10,059$336K0.0%-5.8%0.311%
1/28/2025 Almanack 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%
1/21/2025 B.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%
1/13/2025 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%
10/28/2024 Austin 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%
10/8/2024 Dynamic Advisor Solutions LLC8,786$294K0.0%-3.5%0.272%
8/14/2024 Insigneo Advisory Services LLC9,903$319K0.0%-49.9%0.307%
8/13/2024AE Wealth Management LLC139,116$4.50M0.0%+1.6%4.307%
Silicon Valley Gold Rush (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

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8/10/2024 Axxcess Wealth Management LLC388,428$12.55M0.3%-0.5%12.026%
8/6/2024 Lloyd 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%
7/31/2024 Sollinda Capital Management LLC489,457$15.82M4.8%+26.8%15.153%
7/31/2024 Austin 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%
7/15/2024 Dynamic Advisor Solutions LLC9,106$294K0.0%-68.0%0.282%
7/1/2024 Kathmere Capital Management LLC8,165$264K0.0%+6.0%0.253%
5/23/2024 Austin Wealth Management LLC116,793$3.69M0.9%+1.1%3.616%
5/14/2024 Axxcess 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%
5/9/2024 Great Lakes Retirement Inc.12,117$377K0.1%-6.1%0.381%
5/2/2024 Almanack Investment Partners LLC.132,728$4.13M0.7%N/A4.174%
4/25/2024 Capital Investment Advisory Services LLC43,563$1.35M0.1%+438.6%1.370%
4/22/2024 Sollinda 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%
2/21/2024 Austin Wealth Management LLC115,497$3.48M0.9%-6.0%2.718%
2/13/2024 Lloyd Advisory Services LLC.48,540$1.40M0.7%N/A1.142%
2/6/2024 Axxcess Wealth Management LLC348,596$10.02M0.3%-28.0%8.202%
2/1/2024 CWM LLC1,206$35K0.0%-31.1%0.028%
2/1/2024 Pathway Financial Advisors LLC7,115$204K0.1%N/A0.167%
1/30/2024Bison Wealth LLC49,100$1.41M0.2%-14.9%1.155%
1/26/2024 B.O.S.S. Retirement Advisors LLC23,343$671K0.1%N/A0.549%
1/18/2024 Financial Enhancement Group LLC18,964$542K0.1%+4.3%0.446%
1/18/2024 Great Lakes Retirement Inc.12,910$371K0.1%N/A0.304%
1/11/2024 Dynamic Advisor Solutions LLC27,139$768K0.0%+61.1%0.639%
12/5/2023 Austin Wealth Management LLC122,898$3.40M1.1%N/A2.892%
11/15/2023 Axxcess 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%
11/2/2023 Capital 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%
10/11/2023 CWM LLC1,751$46K0.0%-99.4%0.041%
10/11/2023 Kathmere Capital Management LLC9,754$256K0.0%-63.2%0.230%
10/11/2023 Dynamic Advisor Solutions LLC16,843$442K0.0%+10.2%0.396%
10/10/2023National Bank of Canada FI6,778$176K0.0%-8.6%0.159%
10/5/2023 Almanack 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%
8/8/2023 Almanack Investment Partners LLC.90,327$2.47M0.4%-22.7%2.125%
8/4/2023IFP Advisors Inc6,176$153K0.0%-94.8%0.145%
8/3/2023 Dynamic Advisor Solutions LLC15,280$417K0.0%+42.6%0.360%
8/3/2023 CWM LLC289,178$7.90M0.0%+16.6%6.804%
Silicon Valley Gold Rush (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
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%
7/13/2023 Cambridge 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%
(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 ($17.63M), Axxcess Wealth Management LLC ($9.51M), Ridgepath Capital Management LLC ($9.51M), Resources Investment Advisors LLC. ($9.41M), Ethos Financial Group LLC ($7.09M), Authentikos Wealth Advisory LLC ($6.77M), and Wealth Enhancement Advisory Services LLC ($6.54M).Learn more on SPD's institutional investors.

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

Of the 34 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 ($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), Ethos Financial Group LLC ($150.08K), and Almanack Investment Partners LLC. ($149.22K).

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

Institutional investors have bought a total of 3,649,142 shares in the last 24 months. This purchase volume represents approximately $114.56M 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: Kathmere Capital Management LLC ($1.00M), Cambridge Investment Research Advisors Inc. ($912.39K), HighTower Advisors LLC ($640.81K), Sollinda Capital Management LLC ($576.78K), CWM LLC ($287.97K), Axxcess Wealth Management LLC ($137.47K), and IFP Advisors Inc ($111.90K).

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

Institutional investors have sold a total of 3,913,275 shares in the last 24 months. This volume of shares sold represents approximately $106.81M in transactions.


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This page (NYSEARCA:SPD) was last updated on 5/3/2025 by MarketBeat.com Staff
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