Simplify US Eqty Plus DownSPDETF
13F holders, Q3 2024 (September 30)34holders −5
3new positions
9sold out
1famous investor
$33.31avg. 13F price*
At the end of Q3 2024, 34 institutions reported holding Simplify US Eqty Plus Down (SPD) in their 13F filings, down 5 from Q2 2024. 3 opened new positions and 9 sold out. The largest holders were HighTower Advisors, LLC ($16.0M), Wealth Enhancement Advisory Services, LLC ($8.3M) and AE Wealth Management LLC ($5.0M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.3M |
| Exits | 9 | $29.8M |
All 13F filers, Q2 2024 → Q3 2024: 350,801 shares bought and 943,586 shares sold, net −592,785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| HighTower Advisors, LLC | 0.02% | Add +80.5% | 479,052 | $16.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.1% | 247,853 | $8.3M |
| AE Wealth Management LLC | 0.05% | Add +8.0% | 150,170 | $5.0M |
| Almanack Investment Partners, LLC. | 0.72% | Add +12.9% | 136,118 | $4.6M |
| Austin Wealth Management, LLC | 0.82% | Reduce -2.5% | 112,777 | $3.7M |
| Ethos Financial Group, LLC | 0.35% | New | 62,287 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.4% | 62,243 | $2.1M |
| Ironsides Asset Advisors, LLC | 0.59% | Add +41.1% | 61,083 | $2.0M |
| Lloyd Advisory Services, LLC. | 0.83% | Reduce -0.1% | 51,296 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 41,493 | $1.4M |
| Bison Wealth, LLC | 0.19% | Reduce -24.7% | 36,524 | $1.2M |
| Financial Enhancement Group LLC | 0.13% | Add +36.2% | 26,368 | $675K |
| Old Mission Capital LLC | 0.01% | Reduce -16.2% | 16,978 | $568K |
| Citadel Advisors | 0.00% | Reduce -14.2% | 15,064 | $504K |
| Howard Bailey Securities, LLC | 0.18% | — | 14,175 | $474K |
| Elevated Capital Advisors, LLC | 0.12% | Add +84.7% | 13,989 | $468K |
| LPL Financial LLC | 0.00% | Add +6.5% | 12,693 | $425K |
| Great Lakes Retirement, Inc. | 0.05% | Reduce -2.3% | 10,679 | $357K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 9,903 | $331K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.5% | 8,786 | $294K |
| Authentikos Wealth Advisory, LLC | 0.25% | New | 7,800 | $261K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -0.3% | 7,676 | $257K |
| Pathway Financial Advisors LLC | 0.06% | No change | 7,115 | $238K |
| Cwm, LLC | 0.00% | Reduce -13.1% | 882 | $30K |
| Royal Bank of Canada | 0.00% | Add +1.7% | 712 | $23K |
| CoreCap Advisors, LLC | 0.00% | No change | 579 | $19K |
| Morgan Stanley | 0.00% | Reduce -0.3% | 381 | $13K |
| Rothschild Investment LLC | 0.00% | No change | 231 | $8K |
| Pineridge Advisors LLC | 0.00% | Reduce -9.3% | 185 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 153 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -49.8% | 146 | $5K |
| Osaic Holdings, Inc. | 0.00% | No change | 74 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 33 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 24 | $815 |
"% 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.