Simplify US Eqty Plus DownSPDETF
13F holders, Q1 2024 (March 31)29holders
$31.12avg. 13F price*
At the end of Q1 2024, 29 institutions reported holding Simplify US Eqty Plus Down (SPD) in their 13F filings. The largest holders were Axxcess Wealth Management, LLC ($12.1M), Sollinda Capital Management LLC ($12.0M) and Wealth Enhancement Advisory Services, LLC ($8.1M).
- Company
- Simplify US Eqty Plus Down
- CUSIP
- 82889N202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $16.6M |
| Exits | 10 | $5.6M |
Ownership 29 holders
| Axxcess Wealth Management, LLC | 0.34% | Add +12.0% | 390,278 | $12.1M |
| Sollinda Capital Management LLC | 3.75% | New | 385,915 | $12.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -3.7% | 261,357 | $8.1M |
| AE Wealth Management LLC | 0.05% | Reduce -58.8% | 136,909 | $4.3M |
| Almanack Investment Partners, LLC. | 0.70% | New | 132,728 | $4.1M |
| Austin Wealth Management, LLC | 0.91% | Add +1.1% | 116,793 | $3.7M |
| Bison Wealth, LLC | 0.25% | Reduce -1.2% | 48,504 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.15% | Add +438.6% | 43,563 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 41,493 | $1.3M |
| Ironsides Asset Advisors, LLC | 0.41% | Add +12.4% | 38,833 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +4.7% | 28,420 | $884K |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -16.8% | 19,751 | $614K |
| Financial Enhancement Group LLC | 0.09% | Reduce -9.7% | 17,130 | $525K |
| Ridgepath Capital Management LLC | 0.46% | New | 13,270 | $413K |
| Great Lakes Retirement, Inc. | 0.06% | Reduce -6.1% | 12,117 | $377K |
| Old Mission Capital LLC | 0.01% | Reduce -66.6% | 11,913 | $370K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -5.7% | 7,701 | $239K |
| Pathway Financial Advisors LLC | 0.06% | No change | 7,115 | $221K |
| UBS Group AG | 0.00% | Add +115.3% | 3,636 | $113K |
| Cwm, LLC | 0.00% | Reduce -16.3% | 1,009 | $31K |
| IFP Advisors, Inc | 0.00% | Reduce -59.6% | 967 | $30K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -87.2% | 756 | $24K |
| Wells Fargo & Company | 0.00% | Reduce -99.1% | 750 | $23K |
| CoreCap Advisors, LLC | 0.00% | New | 579 | $18K |
| Morgan Stanley | 0.00% | Add +0.3% | 381 | $12K |
| Osaic Holdings, Inc. | 0.00% | Add +5.3% | 298 | $9K |
| Rothschild Investment LLC | 0.00% | No change | 231 | $7K |
| Pineridge Advisors LLC | 0.00% | Reduce -6.0% | 219 | $7K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 24 | $753 |
"% of holder's portfolio" is SPD's weight in each manager's 13F, not the share of Simplify US Eqty Plus Down the manager owns.