Simplify US Eqty Plus DownSPDETF
13F holders, Q2 2024 (June 30)39holders +10
11new positions
2sold out
1famous investor
$32.33avg. 13F price*
At the end of Q2 2024, 39 institutions reported holding Simplify US Eqty Plus Down (SPD) in their 13F filings, up 10 from Q1 2024. 11 opened new positions and 2 sold out. The largest holders were Sollinda Capital Management LLC ($15.8M), Axxcess Wealth Management, LLC ($12.6M) and HighTower Advisors, LLC ($8.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify US Eqty Plus Down
- CUSIP
- 82889N202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $14.0M |
| Exits | 2 | $1.4M |
All 13F filers, Q1 2024 → Q2 2024: 562,239 shares bought and 110,900 shares sold, net +451,339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Sollinda Capital Management LLC | 4.82% | Add +26.8% | 489,457 | $15.8M |
| Axxcess Wealth Management, LLC | 0.34% | Reduce -0.5% | 388,428 | $12.6M |
| HighTower Advisors, LLC | 0.01% | New | 265,347 | $8.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -5.0% | 248,220 | $8.0M |
| AE Wealth Management LLC | 0.04% | Add +1.6% | 139,116 | $4.5M |
| Almanack Investment Partners, LLC. | 0.66% | Reduce -9.2% | 120,528 | $3.9M |
| Austin Wealth Management, LLC | 0.90% | Reduce -1.0% | 115,625 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | New | 53,916 | $1.7M |
| Lloyd Advisory Services, LLC. | 0.78% | New | 51,346 | $1.7M |
| Bison Wealth, LLC | 0.25% | No change | 48,504 | $1.5M |
| Ironsides Asset Advisors, LLC | 0.47% | Add +11.5% | 43,283 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 41,493 | $1.3M |
| Old Mission Capital LLC | 0.02% | Add +70.0% | 20,255 | $655K |
| Financial Enhancement Group LLC | 0.10% | Add +13.1% | 19,366 | $626K |
| Citadel Advisors | 0.00% | New | 17,563 | $568K |
| Wolverine Trading, LLC | 0.01% | New | 16,133 | $521K |
| UBS Group AG | 0.00% | Add +248.6% | 12,676 | $410K |
| LPL Financial LLC | 0.00% | New | 11,916 | $385K |
| Great Lakes Retirement, Inc. | 0.05% | Reduce -9.8% | 10,926 | $353K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -49.9% | 9,903 | $319K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -68.0% | 9,106 | $294K |
| Jane Street Group, LLC | 0.00% | New | 7,817 | $253K |
| Kathmere Capital Management, LLC | 0.03% | No change | 7,701 | $249K |
| Elevated Capital Advisors, LLC | 0.07% | New | 7,575 | $245K |
| Pathway Financial Advisors LLC | 0.06% | No change | 7,115 | $230K |
| Ridgepath Capital Management LLC | 0.21% | Reduce -50.4% | 6,583 | $213K |
| Cwm, LLC | 0.00% | Add +0.6% | 1,015 | $33K |
| Royal Bank of Canada | 0.00% | New | 700 | $23K |
| CoreCap Advisors, LLC | 0.00% | No change | 579 | $19K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -36.6% | 479 | $15K |
| Morgan Stanley | 0.00% | Add +0.3% | 382 | $12K |
| IFP Advisors, Inc | 0.00% | Reduce -69.9% | 291 | $9K |
| Rothschild Investment LLC | 0.00% | No change | 231 | $7K |
| Pineridge Advisors LLC | 0.00% | Reduce -6.8% | 204 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | — | 153 | $5K |
| JPMorgan Chase & Co. | 0.00% | New | 100 | $3K |
| Osaic Holdings, Inc. | 0.00% | Reduce -75.2% | 74 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 24 | $785 |
| FMR LLC | 0.00% | New | 2 | $65 |
"% 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.