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

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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)
$32.32M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$84.74M
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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
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%
2/13/2024 Lloyd 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%
2/1/2024 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%
1/26/2024B.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%
1/11/2024 Dynamic 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%
10/11/2023 CWM LLC1,751$46K0.0%-99.4%0.041%
10/11/2023Kathmere 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%
10/5/2023Almanack 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%
8/3/2023 Dynamic Advisor Solutions LLC15,280$417K0.0%+42.6%0.360%
8/3/2023 CWM LLC289,178$7.90M0.0%+16.6%6.804%
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%
7/11/2023Kathmere Capital Management LLC26,492$723K0.1%-97.4%0.683%
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7/10/2023Smith Anglin Financial LLC14,045$384K0.0%-30.4%0.362%
5/17/2023Financial 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%
5/1/2023 CWM LLC247,960$6.34M0.0%+11.1%4.750%
4/20/2023Kathmere 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%
4/11/2023Smith Anglin Financial LLC20,179$516K0.1%-98.3%0.214%
4/11/2023Mutual 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%
2/9/2023Financial Enhancement Group LLC26,823$695K0.1%-98.3%0.280%
2/9/2023Almanack Investment Partners LLC.138,988$3.37M0.7%N/A1.452%
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%
2/3/2023 Ausdal 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%
2/1/2023 CWM LLC223,102$5.41M0.0%+28.0%2.331%
1/26/2023Boenning & Scattergood Inc.33,745$1.06M0.2%N/A0.353%
1/24/2023Atlas Financial Advisors Inc.19,322$469K0.6%-97.2%0.202%
1/24/2023Eudaimonia Partners LLC15,770$382K0.1%-6.8%0.165%
1/24/2023Kathmere Capital Management LLC1,010,683$24.51M4.3%+14.7%10.561%
1/24/2023National Bank of Canada FI49,841$1.20M0.0%-8.5%0.521%
1/23/2023Cambridge Advisors Inc.10,527$255K0.1%-15.6%0.110%
1/12/2023Mutual Advisors LLC9,682$235K0.0%N/A0.102%
11/15/2022Pensionmark Financial Group LLC32,212$852K0.2%-2.4%0.255%
11/15/2022Bison Wealth LLC57,814$1.53M0.6%-0.7%0.392%
11/14/2022Ameritas Advisory Services LLC9,775$259K0.0%+8.6%0.066%
11/14/2022Royal Bank of Canada347,348$9.19M0.0%-3.1%2.358%
11/14/2022Wolverine Trading LLC22,756$602K0.0%N/A0.154%
11/14/2022OLD Mission Capital LLC24,000$635K0.0%-75.2%0.163%
11/10/2022Envestnet Asset Management Inc.586,691$15.52M0.0%-4.4%3.983%
11/10/2022Clarity Financial LLC35,559$941K0.2%-20.8%0.241%
11/9/2022TD Capital Management LLC2,460$65K0.0%N/A0.017%
11/9/2022 Ausdal Financial Partners Inc.60,113$1.59M0.3%-5.8%0.408%
11/8/2022Resources Investment Advisors LLC.54,438$1.44M0.1%N/A0.370%
11/8/2022IFP Advisors Inc264,707$6.57M0.2%+77.0%1.797%
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11/8/2022Mach 1 Financial Group LLC55,418$1.47M1.5%N/A0.376%
11/8/2022Apollon Wealth Management LLC165,410$4.38M0.4%+26.4%1.123%
11/4/2022Eudaimonia Partners LLC16,928$448K0.1%-4.0%0.115%
11/1/2022Brinker Capital Investments LLC129,556$3.43M0.1%-1.3%0.875%
10/31/2022Avion Wealth6,043$160K0.0%N/A0.041%
10/27/2022Financial Enhancement Group LLC1,595,859$42.21M9.8%-32.6%9.987%
10/27/2022 CWM LLC174,310$4.61M0.0%+25.5%1.091%
10/25/2022Janney Montgomery Scott LLC74,505$1.97M0.0%-4.5%0.466%
10/25/2022 Ferguson Shapiro LLC412,066$10.90M6.6%-1.9%2.579%
10/25/2022Raymond James & Associates398,936$10.55M0.0%-5.9%2.496%
(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, 66 institutional investors and hedge funds held shares of Simplify US Equity PLUS Downside Convexity ETF. The most heavily invested institutionals were Sollinda Capital Management LLC ($12.00M), Ferguson Shapiro LLC ($10.90M), Raymond James & Associates ($10.55M), Axxcess Wealth Management LLC ($10.02M), Resources Investment Advisors LLC. ($9.41M), Royal Bank of Canada ($9.19M), and WJ Interests LLC ($8.38M).Learn more on SPD's institutional investors.

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

Of the 51 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: Smith Anglin Financial LLC ($1.21M), Cambridge Investment Research Advisors Inc. ($1.01M), LPL Financial LLC ($399.65K), Kathmere Capital Management LLC ($390.89K), Sollinda Capital Management LLC ($385.92K), Atlas Financial Advisors Inc. ($379.49K), and Resources Investment Advisors LLC. ($367.94K).

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

Institutional investors have bought a total of 7,403,769 shares in the last 24 months. This purchase volume represents approximately $199.25M in transactions.

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

Of the 38 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 ($2.78M), Smith Anglin Financial LLC ($1.19M), HighTower Advisors LLC ($1.03M), Kathmere Capital Management LLC ($1.00M), LPL Financial LLC ($967.94K), Envestnet Asset Management Inc. ($920.61K), and Cambridge Investment Research Advisors Inc. ($912.39K).

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

Institutional investors have sold a total of 11,008,413 shares in the last 24 months. This volume of shares sold represents approximately $288.44M in transactions.


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This page (NYSEARCA:SPD) was last updated on 4/23/2024 by MarketBeat.com Staff

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