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Disclosery

SPD SIMPLIFY EXCHANGE TRADED FUN

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US EQT PLS DWNSD (fund)

40 managers (40 13F filers) reported a position in SPD shares at 2025-09-30, 1,327,197 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
40
13F filers
40
New
5
Added
11
Reduced
11
Sold out
7
Shares held by filers
1,327,197

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC245,555$9.7M0.01%+101,57313F-HRTimeline
Authentikos Wealth Advisory, LLC194,241$7.67M5.07%-1,34613F-HR/ATimeline
AE Wealth Management LLC184,940$7.31M0.05%-33913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.100,057$3.95M4.06%+5,30713F-HR/ATimeline
Ironsides Asset Advisors, LLC85,839$3.39M0.87%+2,51713F-HRTimeline
Austin Wealth Management, LLC54,006$2.12M0.33%-75013F-HRTimeline
Lloyd Advisory Services, LLC.44,692$1.77M0.83%-1,09213F-HRTimeline
Compound Planning, Inc.42,691$1.69M0.05%-18,66613F-HRTimeline
Steward Partners Investment Advisory, L…41,493$1.64M0.01%013F-HRTimeline
LPL Financial LLC40,252$1.59M<0.01%+16,13613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC38,994$1.54M0.37%-3,62413F-HRTimeline
CWM, LLCin group CWM, LLC30,483$1.2M<0.01%+29,64313F-HRTimelineGroup
Park Edge Advisors, LLC29,721$1.17M0.27%-1,80113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,197$1.11M<0.01%-2,60013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC20,336$803K0.23%+46313F-HR/ATimeline
Fiduciary Alliance LLC18,989$750K0.05%+213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC16,220$641K0.05%-5313F-HRTimeline
Elevated Capital Advisors, LLC15,971$631K0.16%-2,37013F-HRTimeline
Sollinda Capital Management LLC14,197$561K0.15%-8,06613F-HRTimeline
LifeWealth Investments, LLC11,813$467K0.15%+55413F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,740$464K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,531$456K<0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC8,573$339K0.01%013F-HRTimeline
Kathmere Capital Management, LLC7,676$303K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,353$283K<0.01%+13513F-HRTimelineGroup
Pathway Financial Advisors LLC7,115$281K0.04%013F-HRTimeline
HighTower Advisors, LLC5,671$224K<0.01%new13F-HRTimeline
Great Lakes Retirement, Inc.5,235$207K0.02%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY745$29.4K<0.01%+74413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA700$28K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.650$25.7K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.583$23K0.02%+1513F-HRTimeline
LANARK FINANCIAL, INC.380$15K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC231$9.13K<0.01%013F-HRTimeline
IFP Advisors, Inc147$5.81K<0.01%013F-HR/ATimeline
Decker Retirement Planning Inc.81$3.21K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC46$1.83K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.44$1.75K<0.01%new13F-HRTimeline
Pineridge Advisors LLC8$318<0.01%013F-HRTimeline
Allworth Financial LP1$38<0.01%013F-HRTimeline