Simplify US Eqty Plus DownSPDETF
13F holders, Q1 2025 (March 31)40holders −6
9new positions
15sold out
1famous investor
$31.23avg. 13F price*
At the end of Q1 2025, 40 institutions reported holding Simplify US Eqty Plus Down (SPD) in their 13F filings, down 6 from Q4 2024. 9 opened new positions and 15 sold out. The largest holders were HighTower Advisors, LLC ($14.5M), Authentikos Wealth Advisory, LLC ($7.0M) and Ethos Financial Group, LLC ($6.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.0M |
| Exits | 15 | $27.7M |
All 13F filers, Q4 2024 → Q1 2025: 373,256 shares bought and 1,653,954 shares sold, net −1,280,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| HighTower Advisors, LLC | 0.02% | Reduce -11.2% | 468,920 | $14.5M |
| Authentikos Wealth Advisory, LLC | 5.48% | Add +2853.5% | 226,796 | $7.0M |
| Ethos Financial Group, LLC | 0.67% | Add +3.1% | 218,903 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -14.6% | 211,420 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.8% | 119,276 | $3.7M |
| Austin Wealth Management, LLC | 0.68% | Reduce -6.3% | 98,902 | $3.4M |
| Ironsides Asset Advisors, LLC | 0.75% | Add +4.5% | 82,733 | $2.6M |
| Compound Planning, Inc. | 0.09% | Add +35.9% | 61,599 | $1.9M |
| Park Edge Advisors, LLC | 0.43% | New | 49,618 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 41,493 | $1.3M |
| Sollinda Capital Management LLC | 0.19% | Reduce -96.3% | 22,263 | $689K |
| Fiduciary Alliance LLC | 0.07% | Reduce -3.0% | 21,829 | $675K |
| Jane Street Group, LLC | 0.00% | Add +182.4% | 20,967 | $649K |
| LPL Financial LLC | 0.00% | Add +10.6% | 20,175 | $624K |
| Elevated Capital Advisors, LLC | 0.16% | Add +3.5% | 18,341 | $567K |
| Citadel Advisors | 0.00% | Add +18.7% | 17,466 | $540K |
| Insigneo Advisory Services, LLC | 0.05% | No change | 16,273 | $503K |
| Susquehanna International Group, LLP | 0.00% | New | 9,631 | $298K |
| Bison Wealth, LLC | 0.03% | New | 8,493 | $295K |
| Alpha Cubed Investments, LLC | 0.01% | New | 8,843 | $274K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 8,786 | $272K |
| Kathmere Capital Management, LLC | 0.02% | No change | 7,676 | $237K |
| Pathway Financial Advisors LLC | 0.04% | No change | 7,115 | $220K |
| Wolverine Trading, LLC | 0.01% | New | 6,575 | $203K |
| Osaic Holdings, Inc. | 0.00% | Add +9945.8% | 5,927 | $183K |
| UBS Group AG | 0.00% | New | 3,013 | $93K |
| AE Wealth Management LLC | 0.00% | Reduce -98.2% | 2,724 | $84K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,184 | $68K |
| US Bancorp \de | 0.00% | Add +178.0% | 1,707 | $53K |
| Royal Bank of Canada | 0.00% | Add +44.9% | 1,014 | $32K |
| JPMorgan Chase & Co. | 0.00% | Add +78.3% | 1,025 | $32K |
| Cwm, LLC | 0.00% | No change | 781 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | New | 650 | $19K |
| Lanark Financial, Inc. | 0.00% | — | 380 | $11K |
| Rothschild Investment LLC | 0.00% | No change | 231 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 147 | $5K |
| Lord & Richards Wealth Management, LLC | 0.00% | New | 29 | $897 |
| Park Square Financial Group, LLC | 0.00% | Reduce -92.3% | 12 | $371 |
| Morgan Stanley | 0.00% | Reduce -99.7% | 1 | $53 |
| Allworth Financial LP | 0.00% | No change | 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.