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Disclosery

SPD SIMPLIFY EXCHANGE TRADED FUN

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US EQT PLS DWNSD (fund)

47 managers (47 13F filers) reported a position in SPD shares at 2024-12-31, 3,084,693 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
47
13F filers
47
New
11
Added
10
Reduced
14
Sold out
4
Shares held by filers
3,084,693

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sollinda Capital Management LLC599,044$20M5.49%new13F-HRTimeline
HighTower Advisors, LLC528,211$17.6M0.02%+49,15913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC284,816$9.5M0.24%new13F-HRTimeline
Ridgepath Capital Management LLC284,816$9.5M4.38%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…247,637$8.26M0.02%-21613F-HR/ATimeline
Ethos Financial Group, LLC212,366$7.09M0.92%+150,07913F-HRTimeline
AE Wealth Management LLC147,629$4.93M0.04%-2,54113F-HRTimeline
Almanack Investment Partners, LLC.142,651$4.76M0.73%+6,53313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC113,758$3.8M0.01%+51,51513F-HRTimeline
Austin Wealth Management, LLC105,591$3.61M0.75%-7,18613F-HRTimeline
Ironsides Asset Advisors, LLC79,133$2.64M0.76%+18,05013F-HRTimeline
Lloyd Advisory Services, LLC.48,636$1.62M0.77%-2,66013F-HRTimeline
Compound Planning, Inc.45,323$1.51M0.08%new13F-HRTimeline
Steward Partners Investment Advisory, L…41,493$1.38M0.01%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC25,687$857K0.24%new13F-HRTimeline
Fiduciary Alliance LLC22,504$751K0.08%new13F-HRTimeline
LPL Financial LLC18,249$609K<0.01%+5,55613F-HRTimeline
OLD MISSION CAPITAL LLC18,194$607K0.01%+1,21613F-HRTimeline
Elevated Capital Advisors, LLC17,721$591K0.16%+3,73213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC16,273$543K0.06%+6,37013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,710$491K<0.01%-35413F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC12,530$418K0.16%-1,64513F-HRTimeline
Bison Wealth, LLC10,456$349K0.08%-26,06813F-HRTimeline
Great Lakes Retirement, Inc.10,059$336K0.04%-62013F-HRTimeline
Authentikos Wealth Advisory, LLC7,679$256K0.25%-12113F-HRTimeline
Kathmere Capital Management, LLC7,676$256K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,424$248K<0.01%new13F-HRTimelineGroup
Pathway Financial Advisors LLC7,115$237K0.05%013F-HRTimeline
Farther Finance Advisors, LLC2,184$72.9K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC781$26K<0.01%-10113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA700$23K<0.01%-1213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\614$20.5K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO575$19.2K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC506$16.9K0.01%13F-HRTimeline
Capital A Wealth Management, LLC493$16.5K0.03%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY381$12.7K<0.01%013F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC231$7.71K<0.01%013F-HRTimeline
Park Square Financial Group, LLC156$5.21K<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC152$5.12K<0.01%-113F-HRTimeline
IFP Advisors, Inc147$4.89K<0.01%+113F-HRTimeline
Pineridge Advisors LLC126$4.19K<0.01%-5913F-HRTimeline
Quest 10 Wealth Builders, Inc.118$3.94K<0.01%13F-HRTimeline
Decker Retirement Planning Inc.64$2.15K<0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59$1.98K<0.01%-1513F-HR/ATimelineGroup
Richard W. Paul & Associates, LLC24$815<0.01%013F-HRTimeline
Allworth Financial LP1$33<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.