SPD Institutional Ownership
Simplify US Equity PLUS Downside Convexity ETF
1W: -0.4%
1M: -0.6%
3M: +0.5%
YTD: +6.9%
1Y: +5.6%
3Y: +64.1%
5Y: +41.5%
$41.96
+0.28 (+0.67%)
Weekly Expected Move ±1.8%
$40
$41
$42
$43
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPD
50
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
65M
Total Invested
8
New Positions
14
Increased
18
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (57 total)
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12,417 | $521K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 7,806 | $328K |
| ENVESTNET ASSET MANAGEMENT INC | 4,862 | $204K |
| IFG Advisory, LLC | 2,817 | $118K |
| Montgomery Financial Services LLC | 2,435 | $102K |
| Decker Retirement Planning Inc. | 115 | $5K |
| Integrated Wealth Concepts LLC | 53 | $2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 25 | $1K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 24,985 | $1M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 21,727 | $912K |
| JANE STREET GROUP, LLC | 17,867 | $750K |
| Sollinda Capital Management LLC | 14,197 | $596K |
| Kathmere Capital Management, LLC | 7,676 | $322K |
| Pathway Financial Advisors LLC | 7,090 | $297K |
| HighTower Advisors, LLC | 5,119 | $215K |
| NBC SECURITIES, INC. | 380 | $16K |
| HANTZ FINANCIAL SERVICES, INC. | 17 | $1K |
| Allworth Financial LP | 1 | $0K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Lloyd Advisory Services, LLC. | +38,847 | +2060.8% | 40,732 |
| ENTREWEALTH, LLC | +9,582 | +65.6% | 24,188 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +5,385 | +19.6% | 32,922 |
| EVOLUTION WEALTH MANAGEMENT INC. | +4,909 | +3.8% | 135,699 |
| Austin Wealth Management, LLC | +4,522 | +9.4% | 52,668 |
| Park Edge Advisors, LLC | +962 | +3.2% | 30,756 |
| Independent Wealth Advisors LLC | +730 | +0.5% | 149,614 |
| Integrated Wealth Management | +260 | +3.0% | 9,071 |
| Centennial Advisors, LLC | +44 | +0.6% | 7,925 |
| OSAIC HOLDINGS, INC. | +39 | +0.7% | 5,886 |
| UBS Group AG | +33 | +40.2% | 115 |
| Ironsides Asset Advisors, LLC | +20 | +0.0% | 115,625 |
| Fiduciary Alliance LLC | +2 | +0.0% | 19,237 |
| Geneos Wealth Management Inc. | +1 | +2.3% | 45 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -164,039 | -68.8% | 74,260 |
| CWM, LLC | -42,246 | -96.9% | 1,340 |
| OLD MISSION CAPITAL LLC | -34,663 | -72.1% | 13,384 |
| Authentikos Wealth Advisory, LLC | -17,218 | -8.7% | 180,995 |
| Compound Planning, Inc. | -14,607 | -42.3% | 19,952 |
| LifeWealth Investments, LLC | -2,182 | -24.5% | 6,722 |
| AE Wealth Management LLC | -2,117 | -1.2% | 179,266 |
| Elevated Capital Advisors, LLC | -1,567 | -6.6% | 22,064 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,062 | -0.4% | 287,930 |
| Farther Finance Advisors, LLC | -690 | -99.6% | 3 |
| HOWARD BAILEY SECURITIES, LLC | -544 | -3.1% | 17,062 |
| B.O.S.S. Retirement Advisors, LLC | -457 | -2.1% | 21,787 |
| Quest 10 Wealth Builders, Inc. | -381 | -65.7% | 199 |
| Kingdom Financial Group LLC. | -119 | -6.3% | 1,766 |
| Networth Advisors, LLC | -5 | -0.8% | 614 |