Simplify US Eqty Plus DownSPDETF
13F holders, Q4 2024 (December 31)46holders +12
11new positions
4sold out
1famous investor
$33.40avg. 13F price*
At the end of Q4 2024, 46 institutions reported holding Simplify US Eqty Plus Down (SPD) in their 13F filings, up 12 from Q3 2024. 11 opened new positions and 4 sold out. The largest holders were Sollinda Capital Management LLC ($20.0M), HighTower Advisors, LLC ($17.6M) and Ridgepath Capital Management LLC ($9.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $42.5M |
| Exits | 4 | $990K |
All 13F filers, Q3 2024 → Q4 2024: 1,565,199 shares bought and 77,365 shares sold, net +1,487,834 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Sollinda Capital Management LLC | 5.49% | New | 599,044 | $20.0M |
| HighTower Advisors, LLC | 0.02% | Add +10.3% | 528,211 | $17.6M |
| Ridgepath Capital Management LLC | 4.38% | New | 284,816 | $9.5M |
| Axxcess Wealth Management, LLC | 0.24% | New | 284,816 | $9.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.1% | 247,637 | $8.3M |
| Ethos Financial Group, LLC | 0.93% | Add +240.9% | 212,366 | $7.1M |
| AE Wealth Management LLC | 0.04% | Reduce -1.7% | 147,629 | $4.9M |
| Almanack Investment Partners, LLC. | 0.73% | Add +4.8% | 142,651 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +82.8% | 113,758 | $3.8M |
| Austin Wealth Management, LLC | 0.75% | Reduce -6.4% | 105,591 | $3.6M |
| Ironsides Asset Advisors, LLC | 0.76% | Add +29.6% | 79,133 | $2.6M |
| Lloyd Advisory Services, LLC. | 0.77% | Reduce -5.2% | 48,636 | $1.6M |
| Compound Planning, Inc. | 0.08% | New | 45,323 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 41,493 | $1.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.24% | New | 25,687 | $857K |
| Fiduciary Alliance LLC | 0.08% | New | 22,504 | $751K |
| LPL Financial LLC | 0.00% | Add +43.8% | 18,249 | $609K |
| Old Mission Capital LLC | 0.01% | Add +7.2% | 18,194 | $607K |
| Elevated Capital Advisors, LLC | 0.16% | Add +26.7% | 17,721 | $591K |
| Insigneo Advisory Services, LLC | 0.06% | Add +64.3% | 16,273 | $543K |
| Citadel Advisors | 0.00% | Reduce -2.4% | 14,710 | $491K |
| Howard Bailey Securities, LLC | 0.16% | Reduce -11.6% | 12,530 | $418K |
| Bison Wealth, LLC | 0.08% | Reduce -71.4% | 10,456 | $349K |
| Great Lakes Retirement, Inc. | 0.04% | Reduce -5.8% | 10,059 | $336K |
| Authentikos Wealth Advisory, LLC | 0.25% | Reduce -1.6% | 7,679 | $256K |
| Kathmere Capital Management, LLC | 0.02% | No change | 7,676 | $256K |
| Jane Street Group, LLC | 0.00% | New | 7,424 | $248K |
| Pathway Financial Advisors LLC | 0.05% | No change | 7,115 | $237K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,184 | $73K |
| Cwm, LLC | 0.00% | Reduce -11.4% | 781 | $26K |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 700 | $23K |
| US Bancorp \de | 0.00% | New | 614 | $20K |
| JPMorgan Chase & Co. | 0.00% | New | 575 | $19K |
| Transce3nd, LLC | 0.01% | — | 506 | $17K |
| Capital A Wealth Management, LLC | 0.03% | — | 493 | $16K |
| Morgan Stanley | 0.00% | No change | 381 | $13K |
| Rothschild Investment LLC | 0.00% | No change | 231 | $8K |
| Park Square Financial Group, LLC | 0.00% | — | 156 | $5K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -0.7% | 152 | $5K |
| IFP Advisors, Inc | 0.00% | Add +0.7% | 147 | $5K |
| Pineridge Advisors LLC | 0.00% | Reduce -31.9% | 126 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 118 | $4K |
| Decker Retirement Planning Inc. | 0.00% | — | 64 | $2K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.3% | 59 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 24 | $815 |
| Allworth Financial LP | 0.00% | New | 1 | $33 |
"% 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.