SIMPLIFY EXCHANGE TRADED FUN SPD
US EQT PLS DWNSD · ETP · CUSIP 82889N202
53
institutional holders
11.4m
shares reported held*
$299.3mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($278.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.35.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Financial Enhancement Group LLC 9.76% of their portfolio | 1.6m $42.2m | — |
| Smith Anglin Financial, LLC 6.74% of their portfolio | 1.2m $32.0m | — |
| LPL Financial LLC 0.03% of their portfolio | 1.0m $26.5m | — |
| Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio | 991.1k $26.2m | — |
| Kathmere Capital Management, LLC 4.65% of their portfolio | 881.5k $23.3m | — |
| Atlas Financial Advisors, Inc. 29.55% of their portfolio | 682.4k $18.0m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 586.7k $15.5m | — |
| HighTower Advisors, LLC 0.03% of their portfolio | 475.3k $12.6m | — |
| Ferguson Shapiro LLC 6.55% of their portfolio | 412.1k $10.9m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 398.9k $10.6m | — |
| Integrated Wealth Concepts LLC 0.30% of their portfolio | 352.2k $9.3m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 347.3k $9.2m | — |
| WJ Interests, LLC 7.47% of their portfolio | 316.7k $8.4m | — |
| IFP Advisors, Inc 0.17% of their portfolio | 264.7k $6.6m | — |
| PACIFIC FINANCIAL GROUP INC 5.99% of their portfolio | 252.7k $6.7m | — |
| RED CEDAR INVESTMENT MANAGEMENT, LLC 0.83% of their portfolio | 183.4k $4.9m | — |
| CWM, LLC 0.04% of their portfolio | 174.3k $4.6m | — |
| Apollon Wealth Management, LLC 0.36% of their portfolio | 165.4k $4.4m | — |
| Orion Porfolio Solutions, LLC 0.07% of their portfolio | 129.6k $3.4m | — |
| STRINGER ASSET MANAGEMENT, LLC 2.88% of their portfolio | 90.4k $1.8m | — |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 74.5k $2.0m | — |
| Ausdal Financial Partners, Inc. 0.25% of their portfolio | 60.1k $1.6m | — |
| Bison Wealth, LLC 0.60% of their portfolio | 57.8k $1.5m | — |
| AE Wealth Management LLC 0.01% of their portfolio | 55.5k $1.5m | — |
| Mach-1 Financial Group, LLC 1.54% of their portfolio | 55.4k $1.5m | — |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 54.5k $1.3m | — |
| OneDigital Investment Advisors LLC 0.05% of their portfolio | 54.4k $1.4m | — |
| Prospera Financial Services Inc 0.07% of their portfolio | 49.1k $1.3m | — |
| Steward Partners Investment Advisory, LLC 0.02% of their portfolio | 41.5k $1.1m | — |
| Private Advisor Group, LLC 0.01% of their portfolio | 41.1k $1.1m | — |
| Clarity Financial LLC 0.22% of their portfolio | 35.6k $941.0k | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 33.4k $882.0k | — |
| World Investment Advisors 0.20% of their portfolio | 32.2k $852.0k | — |
| OLD MISSION CAPITAL LLC 0.03% of their portfolio | 24.0k $635.0k | — |
| WOLVERINE TRADING, LLC 0.02% of their portfolio | 22.8k $602.0k | — |
| Eudaimonia Partners, LLC 0.12% of their portfolio | 16.9k $448.0k | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 16.5k $437.0k | — |
| Orion Portfolio Solutions, LLC 0.02% of their portfolio | 16.1k $427.0k | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 16.0k $423.0k | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 14.5k $382.0k | — |
| Pathway Financial Advisors LLC 0.12% of their portfolio | 12.9k $341.0k | — |
| Cambridge Advisors Inc. 0.09% of their portfolio | 12.5k $330.0k | — |
| Collaborative Wealth Managment Inc. 0.20% of their portfolio | 10.9k $289.0k | — |
| Vestmark Advisory Solutions, Inc. 0.02% of their portfolio | 10.5k $278.0k | — |
| Ameritas Advisory Services, LLC 0.02% of their portfolio | 9.8k $259.0k | — |
| TELEMUS CAPITAL, LLC 0.02% of their portfolio | 8.7k $230.0k | — |
| Avion Wealth 0.05% of their portfolio | 6.0k $160.0k | — |
| MORGAN STANLEY 0.00% of their portfolio | 3.4k $90.0k | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio | 2.5k $66.0k | — |
| TD Capital Management LLC 0.01% of their portfolio | 2.5k $65.0k | — |
| UBS Group AG 0.00% of their portfolio | 942 $25.0k | — |
| Kistler-Tiffany Companies, LLC 0.00% of their portfolio | 500 $13.0k | — |
| FMR LLC 0.00% of their portfolio | 1 $0 | — |