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Disclosery

SPD SIMPLIFY EXCHANGE TRADED FUN

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US EQT PLS DWNSD (fund)

41 managers (41 13F filers) reported a position in SPD shares at 2025-03-31, 1,793,919 shares in all. 10 filers opened a position and 15 filers sold out during the quarter.

Managers
41
13F filers
41
New
10
Added
13
Reduced
8
Sold out
15
Shares held by filers
1,793,919

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HighTower Advisors, LLC468,920$14.5M0.02%-59,29113F-HRTimeline
Authentikos Wealth Advisory, LLC226,796$7.02M5.48%+219,11713F-HR/ATimeline
Ethos Financial Group, LLC218,903$6.94M0.66%+6,53713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…211,420$6.54M0.01%-36,21713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC119,276$3.69M0.01%+5,51813F-HRTimeline
Austin Wealth Management, LLC98,902$3.4M0.68%-6,68913F-HRTimeline
Ironsides Asset Advisors, LLC82,733$2.56M0.75%+3,60013F-HRTimeline
Compound Planning, Inc.61,599$1.91M0.09%+16,27613F-HRTimeline
Park Edge Advisors, LLC49,618$1.53M0.43%new13F-HRTimeline
Steward Partners Investment Advisory, L…41,493$1.28M0.01%013F-HRTimeline
Sollinda Capital Management LLC22,263$689K0.19%-576,78113F-HRTimeline
Fiduciary Alliance LLC21,829$675K0.07%-67513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,967$649K<0.01%+13,54313F-HR/ATimelineGroup
LPL Financial LLC20,175$624K<0.01%+1,92613F-HRTimeline
Elevated Capital Advisors, LLC18,341$567K0.16%+62013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,466$540K<0.01%+2,75613F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC16,273$503K0.05%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,631$298K<0.01%new13F-HRTimelineGroup
Bison Wealth, LLC8,493$295K0.03%new13F-HRTimeline
Alpha Cubed Investments, LLC8,843$274K0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC8,786$272K0.01%new13F-HRTimeline
Kathmere Capital Management, LLC7,676$237K0.02%013F-HRTimeline
Pathway Financial Advisors LLC7,115$220K0.04%013F-HRTimeline
WOLVERINE TRADING, LLC6,575$203K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,927$183K<0.01%+5,86813F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,013$93.2K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC2,724$84.2K<0.01%-144,90513F-HRTimeline
Farther Finance Advisors, LLC2,184$67.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,707$52.8K<0.01%+1,09313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,014$32K<0.01%+31413F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,025$31.7K<0.01%+45013F-HRTimelineGroup
CWM, LLCin group CWM, LLC781$24K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.650$19.3K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.380$11K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC231$7.14K<0.01%013F-HRTimeline
IFP Advisors, Inc147$4.54K<0.01%013F-HRTimeline
Lord & Richards Wealth Management, LLC29$897<0.01%new13F-HRTimeline
Park Square Financial Group, LLC12$371<0.01%-14413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$53<0.01%-38013F-HRTimelineGroup
Allworth Financial LP1$33<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.