Who Owns SPD?
Simplify US Equity PLUS Downside Convexity ETF — Institutional Ownership & 13F Holdings
$39.46
-0.19 (-0.49%)
Market Cap
$112.7M
Shares Outstanding
2,725,252
Institutional Holders
40
Total Inst. Value
$52.1M
% of Float Held
—
QoQ Holder Change
+18
Institutional data as of Q1 2025
New Positions
12
Closed Positions
11
Increased
11
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | HighTower Advisors, LLC | $14.5M | 468,920 |
| 2 | Ethos Financial Group, LLC | $6.9M | 218,903 |
| 3 | Authentikos Wealth Advisory, LLCNew | $6.8M | 218,804 |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.5M | 211,420 |
| 5 | Austin Wealth Management, LLC | $3.4M | 98,902 |
| 6 | Ironsides Asset Advisors, LLC | $2.6M | 82,733 |
| 7 | Compound Planning, Inc. | $1.9M | 61,599 |
| 8 | Park Edge Advisors, LLCNew | $1.5M | 49,618 |
| 9 | Steward Partners Investment Advisory, LLC | $1.3M | 41,493 |
| 10 | Sollinda Capital Management LLC | $689K | 22,263 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Ethos Financial Group, LLC | +7K | $6.9M |
| Authentikos Wealth Advisory, LLCNew | +219K | $6.8M |
| Ironsides Asset Advisors, LLC | +4K | $2.6M |
| Compound Planning, Inc. | +16K | $1.9M |
| Park Edge Advisors, LLCNew | +50K | $1.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Sollinda Capital Management LLC | -577K | $689K |
| AE Wealth Management LLC | -145K | $84K |
| HighTower Advisors, LLC | -59K | $14.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -36K | $6.5M |
| Austin Wealth Management, LLC | -7K | $3.4M |
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Frequently Asked Questions
How many institutional investors hold SPD?
As of Q1 2025, 40 institutional investors report holding SPD (Simplify US Equity PLUS Downside Convexity ETF) in their 13F filings.
Which hedge fund owns the most SPD?
The largest institutional holder of SPD is HighTower Advisors, LLC with $14.5M in shares.
Are institutions buying or selling SPD?
This quarter, 12 institutions opened new positions in SPD and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.