SIMPLIFY EXCHANGE TRADED FUN (SPD)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
46
Reporting holders
$64.7M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $11.9M | 287,930 | 0.02% | 9q | HELD |
| Authentikos Wealth Advisory, LLC | $7.5M | 180,995 | 4.79% | 8q | -8.7%-$714.2K |
| AE Wealth Management LLC | $7.4M | 179,266 | 0.03% | 11q | -1.2%-$87.8K |
| Independent Wealth Advisors LLC | $6.2M | 149,614 | 5.62% | 3q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $5.6M | 135,699 | 3.31% | 5q | +3.8%+$203.6K |
| Ironsides Asset Advisors, LLC | $4.8M | 115,625 | 1.12% | 15q | HELD |
| LPL Financial LLC | $3.1M | 74,260 | 0.00% | 9q | -68.8%-$6.8M |
| Austin Wealth Management, LLC | $2.2M | 52,668 | 0.46% | 12q | +9.4%+$186.1K |
| Steward Partners Investment Advisory, LLC | $1.7M | 41,493 | 0.01% | 20q | HELD |
| Lloyd Advisory Services, LLC. | $1.7M | 40,732 | 0.65% | 5q | +2060.8%+$1.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 32,922 | 0.00% | 2q | +19.6%+$223.4K |
| Park Edge Advisors, LLC | $1.3M | 30,756 | 0.27% | 6q | +3.2%+$39.9K |
| ENTREWEALTH, LLC | $1.0M | 24,188 | 0.38% | 2q | +65.6%+$408.8K |
| Elevated Capital Advisors, LLC | $915.2K | 22,064 | 0.25% | 9q | -6.6%-$65.0K |
| B.O.S.S. Retirement Advisors, LLC | $903.7K | 21,787 | 0.24% | 5q | -2.1%-$19.0K |
| Compound Planning, Inc. | $827.6K | 19,952 | 0.02% | 7q | -42.3%-$605.9K |
| Fiduciary Alliance LLC | $797.9K | 19,237 | 0.05% | 7q | HELD |
| HOWARD BAILEY SECURITIES, LLC | $707.7K | 17,062 | 0.27% | 5q | -3.1%-$22.6K |
| INSIGNEO ADVISORY SERVICES, LLC | $672.8K | 16,220 | 0.03% | 15q | HELD |
| OLD MISSION CAPITAL LLC | $555.2K | 13,384 | 0.01% | 2q | -72.1%-$1.4M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $515.1K | 12,417 | 0.00% | new | NEW |
| McCartney Wealth Management LLC | $450.4K | 10,858 | 0.34% | 3q | HELD |
| Integrated Wealth Management | $376.3K | 9,071 | 0.40% | 3q | +3.0%+$10.8K |
| Dynamic Advisor Solutions LLC | $338.7K | 8,166 | 0.01% | 6q | HELD |
| Centennial Advisors, LLC | $328.7K | 7,925 | 0.39% | 3q | +0.6%+$1.8K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $323.8K | 7,806 | 0.14% | new | NEW |
| LifeWealth Investments, LLC | $278.8K | 6,722 | 0.07% | 5q | -24.5%-$90.5K |
| OSAIC HOLDINGS, INC. | $244.2K | 5,886 | 0.00% | 23q | +0.7%+$1.6K |
| ENVESTNET ASSET MANAGEMENT INC | $201.7K | 4,862 | 0.00% | new | NEW |
| IFG Advisory, LLC | $116.9K | 2,817 | 0.00% | new | NEW |
| Montgomery Financial Services LLC | $101.0K | 2,435 | 0.09% | new | FIRST |
| Kingdom Financial Group LLC. | $73.3K | 1,766 | 0.02% | 3q | -6.3%-$4.9K |
| MORGAN STANLEY | $30.6K | 737 | 0.00% | 18q | HELD |
| ROYAL BANK OF CANADA | $29.0K | 700 | 0.00% | 9q | HELD |
| Networth Advisors, LLC | $25.5K | 614 | 0.01% | 3q | -0.8% |
| ROTHSCHILD INVESTMENT LLC | $9.6K | 231 | 0.00% | 11q | HELD |
| Quest 10 Wealth Builders, Inc. | $8.3K | 199 | 0.01% | 5q | -65.7%-$15.8K |
| IFP Advisors, Inc | $6.1K | 148 | 0.00% | 23q | HELD |
| UBS Group AG | $4.8K | 115 | 0.00% | 2q | +40.2%+$1.4K |
| Decker Retirement Planning Inc. | $4.8K | 115 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $2.3K | 55 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $2.2K | 53 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $1.8K | 45 | 0.00% | 4q | +2.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.0K | 25 | 0.00% | new | NEW |
| ASSETMARK, INC | $373 | 9 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $124 | 3 | 0.00% | 3q | -99.6%-$28.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 46 | $64.7M | 1,559,634 | 7 | 11 | 13 | 0.0% |
| Q1 2026 | 42 | $62.7M | 1,723,007 | 5 | 8 | 13 | 0.0% |
| Q4 2025 | 43 | $71.2M | 1,811,864 | 5 | 9 | 13 | 0.0% |
| Q3 2025 | 38 | $42.0M | 1,062,906 | 5 | 8 | 10 | 0.0% |
| Q2 2025 | 40 | $41.6M | 1,098,636 | 12 | 6 | 8 | 0.0% |
| Q1 2025 | 37 | $52.3M | 1,673,482 | 9 | 12 | 8 | 0.0% |
| Q4 2024 | 44 | $99.2M | 2,970,154 | 11 | 9 | 11 | 0.0% |
| Q3 2024 | 32 | $51.0M | 1,532,385 | 3 | 7 | 8 | 0.0% |
| Q2 2024 | 37 | $68.5M | 2,119,301 | 11 | 6 | 12 | 0.0% |
| Q1 2024 | 28 | $53.6M | 1,722,393 | 4 | 8 | 12 | 0.0% |
| Q4 2023 | 34 | $47.0M | 1,621,770 | 7 | 8 | 13 | 0.0% |
| Q3 2023 | 37 | $56.1M | 2,131,058 | 7 | 11 | 12 | 0.0% |
| Q2 2023 | 34 | $39.3M | 1,439,685 | 4 | 4 | 18 | 0.0% |
| Q1 2023 | 35 | $61.8M | 2,418,972 | 3 | 7 | 12 | 0.0% |
| Q4 2022 | 36 | $108.2M | 4,459,597 | 6 | 8 | 14 | 0.0% |
| Q3 2022 | 52 | $299.6M | 11,367,119 | 4 | 16 | 22 | 0.0% |
| Q2 2022 | 63 | $279.8M | 10,582,533 | 16 | 14 | 23 | 0.0% |
| Q1 2022 | 58 | $257.5M | 8,224,617 | 13 | 20 | 17 | 0.0% |
| Q4 2021 | 53 | $292.6M | 8,678,549 | 14 | 19 | 8 | 0.0% |
| Q3 2021 | 41 | $223.4M | 7,339,702 | 20 | 20 | 1 | 0.0% |
| Q2 2021 | 23 | $176.0M | 5,819,821 | 3 | 11 | 6 | 0.0% |
| Q1 2021 | 22 | $102.1M | 3,612,925 | 14 | 6 | 1 | 0.0% |
| Q4 2020 | 7 | $18.2M | 676,152 | 7 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $1.5M | 63,262 | 1 | 0 | 0 | 0.0% |