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Disclosery

SPD SIMPLIFY EXCHANGE TRADED FUN

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US EQT PLS DWNSD (fund)

44 managers (44 13F filers) reported a position in SPD shares at 2025-06-30, 1,232,186 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
44
13F filers
44
New
11
Added
7
Reduced
10
Sold out
10
Shares held by filers
1,232,186

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Authentikos Wealth Advisory, LLC195,587$7.44M5.17%-31,20913F-HR/ATimeline
AE Wealth Management LLC185,279$7.04M0.05%+182,55513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC143,982$5.47M0.01%+24,70613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.94,750$3.6M4.44%13F-HRTimeline
Ironsides Asset Advisors, LLC83,322$3.17M0.92%+58913F-HRTimeline
Compound Planning, Inc.61,357$2.33M0.09%-24213F-HRTimeline
Austin Wealth Management, LLC54,756$2.06M0.37%-44,14613F-HRTimeline
Lloyd Advisory Services, LLC.45,784$1.74M0.84%new13F-HRTimeline
OLD MISSION CAPITAL LLC44,281$1.68M0.04%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC42,618$1.62M0.41%new13F-HRTimeline
Steward Partners Investment Advisory, L…41,493$1.58M0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,797$1.2M<0.01%-180,62313F-HRTimeline
Park Edge Advisors, LLC31,522$1.2M0.31%-18,09613F-HRTimeline
LPL Financial LLC24,116$917K<0.01%+3,94113F-HRTimeline
Sollinda Capital Management LLC22,263$846K0.22%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC19,873$755K0.23%new13F-HR/ATimeline
Fiduciary Alliance LLC18,987$722K0.05%-2,84213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC16,273$619K0.05%013F-HRTimeline
Elevated Capital Advisors, LLC18,341$567K0.16%013F-HRTimeline
LifeWealth Investments, LLC11,259$428K0.16%new13F-HR/ATimeline
Dynamic Advisor Solutions LLC8,573$326K0.01%-21313F-HRTimeline
Bison Wealth, LLC7,894$299K0.02%-59913F-HRTimeline
Kathmere Capital Management, LLC7,676$292K0.02%013F-HRTimeline
Pathway Financial Advisors LLC7,115$270K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,218$265K<0.01%+1,29113F-HR/ATimelineGroup
Farther Finance Advisors, LLC2,184$83K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC840$32K<0.01%+5913F-HRTimelineGroup
Transce3nd, LLC782$29.7K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA700$27K<0.01%-31413F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.650$24.7K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.568$21.6K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.380$14K<0.01%013F-HRTimeline
Park Square Financial Group, LLC280$10.6K0.01%+26813F-HRTimeline
ROTHSCHILD INVESTMENT LLC231$8.78K<0.01%013F-HRTimeline
IFP Advisors, Inc147$5.6K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG122$4.64K<0.01%-2,89113F-HRTimelineGroup
Decker Retirement Planning Inc.81$3.08K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC46$1.75K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC39$1.49K<0.01%13F-HRTimeline
Pineridge Advisors LLC8$305<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC10$287<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$44<0.01%013F-HRTimelineGroup
Allworth Financial LP1$36<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.