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Disclosery

SPD SIMPLIFY EXCHANGE TRADED FUN

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US EQT PLS DWNSD (fund)

46 managers (46 13F filers) reported a position in SPD shares at 2026-06-30, 1,559,634 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
46
13F filers
46
New
7
Added
14
Reduced
14
Sold out
4
Shares held by filers
1,559,634

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
COMMONWEALTH EQUITY SERVICES, LLC287,930$11.9M0.02%-1,06213F-HRTimeline
Authentikos Wealth Advisory, LLC180,995$7.51M4.79%-17,21813F-HRTimeline
AE Wealth Management LLC179,266$7.44M0.03%-2,11713F-HRTimeline
Independent Wealth Advisors LLC149,614$6.21M5.62%+73013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.135,699$5.63M3.31%+4,90913F-HRTimeline
Ironsides Asset Advisors, LLC115,625$4.8M1.12%+2013F-HRTimeline
LPL Financial LLC74,260$3.08M<0.01%-164,03913F-HRTimeline
Austin Wealth Management, LLC52,668$2.17M0.46%+4,52213F-HRTimeline
Steward Partners Investment Advisory, L…41,493$1.72M0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.40,732$1.69M0.65%+38,84713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,922$1.37M<0.01%+5,38513F-HRTimelineGroup
Park Edge Advisors, LLC30,756$1.28M0.27%+96213F-HRTimeline
ENTREWEALTH, LLC24,188$1.03M0.38%+9,58213F-HRTimeline
Elevated Capital Advisors, LLC22,064$915K0.25%-1,56713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC21,787$904K0.24%-45713F-HRTimeline
Compound Planning, Inc.19,952$828K0.02%-14,60713F-HRTimeline
Fiduciary Alliance LLC19,237$798K0.05%+213F-HRTimeline
HOWARD BAILEY SECURITIES, LLC17,062$708K0.27%-54413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC16,220$673K0.03%013F-HRTimeline
OLD MISSION CAPITAL LLC13,384$555K0.01%-34,66313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,417$515K<0.01%new13F-HRTimeline
McCartney Wealth Management LLC10,858$450K0.34%013F-HRTimeline
Integrated Wealth Management9,071$376K0.4%+26013F-HRTimeline
Dynamic Advisor Solutions LLC8,166$339K0.01%013F-HRTimeline
Centennial Advisors, LLC7,925$329K0.39%+4413F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC7,806$324K0.14%new13F-HRTimeline
LifeWealth Investments, LLC6,722$279K0.07%-2,18213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,886$244K<0.01%+3913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,862$202K<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC2,817$117K<0.01%new13F-HRTimeline
Montgomery Financial Services LLC2,435$101K0.09%13F-HRTimeline
Kingdom Financial Group LLC.1,766$73.3K0.02%-11913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY737$30.6K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA700$29K<0.01%013F-HRTimelineGroup
Networth Advisors, LLC614$25.5K0.01%-513F-HRTimeline
ROTHSCHILD INVESTMENT LLC231$9.58K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.199$8.26K0.01%-38113F-HRTimeline
IFP Advisors, Inc148$6.14K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG115$4.77K<0.01%+3313F-HRTimelineGroup
Decker Retirement Planning Inc.115$4.77K<0.01%new13F-HRTimeline
Noble Wealth Management PBC55$2.28K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC53$2.19K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.45$1.85K<0.01%+113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25$1.04K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC9$373<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC3$124<0.01%-69013F-HRTimeline