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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 2025-12-31, 1,855,450 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
44
13F filers
44
New
5
Added
10
Reduced
14
Sold out
5
Shares held by filers
1,855,450

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC384,800$15.1M<0.01%+344,54813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC255,478$10M0.01%+9,92313F-HRTimeline
Authentikos Wealth Advisory, LLC190,625$7.48M4.95%-3,61613F-HRTimeline
AE Wealth Management LLC182,280$7.16M0.04%-2,66013F-HRTimeline
Independent Wealth Advisors LLC143,271$5.62M5.87%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.114,806$4.51M3.73%+14,74913F-HRTimeline
Ironsides Asset Advisors, LLC104,611$4.11M1.04%+18,77213F-HRTimeline
Austin Wealth Management, LLC47,934$1.9M0.28%-6,07213F-HRTimeline
Lloyd Advisory Services, LLC.47,645$1.87M0.73%+2,95313F-HRTimeline
CWM, LLCin group CWM, LLC43,586$1.71M<0.01%+13,10313F-HRTimelineGroup
Steward Partners Investment Advisory, L…41,493$1.63M0.01%013F-HRTimeline
Compound Planning, Inc.34,559$1.36M0.04%-8,13213F-HRTimeline
Park Edge Advisors, LLC29,031$1.14M0.26%-69013F-HRTimeline
GTS SECURITIES LLC24,985$981K0.03%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC24,339$956K0.3%-14,65513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,727$868K<0.01%-6,47013F-HRTimeline
Fiduciary Alliance LLC19,252$756K0.05%+26313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC17,919$704K0.28%-2,41713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC16,220$637K0.05%013F-HRTimeline
Elevated Capital Advisors, LLC15,304$601K0.14%-66713F-HRTimeline
Sollinda Capital Management LLC14,197$557K0.14%013F-HRTimeline
McCartney Wealth Management LLC12,708$499K0.43%13F-HRTimeline
LifeWealth Investments, LLC10,977$431K0.14%-83613F-HRTimeline
Integrated Wealth Management9,040$355K0.4%13F-HRTimeline
Centennial Advisors, LLC8,263$324K0.42%13F-HRTimeline
Dynamic Advisor Solutions LLC8,166$321K0.01%-40713F-HRTimeline
Kathmere Capital Management, LLC7,676$301K0.02%013F-HRTimeline
Pathway Financial Advisors LLC7,090$283K0.04%-2513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,868$230K<0.01%-1,48513F-HRTimelineGroup
HighTower Advisors, LLC5,119$201K<0.01%-55213F-HRTimeline
Kingdom Financial Group LLC.2,120$83.2K0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY847$33.3K<0.01%+10213F-HR/ATimelineGroup
Networth Advisors, LLC695$27.3K0.02%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA700$27K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.650$25.5K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.598$23.5K0.02%+1513F-HRTimeline
LANARK FINANCIAL, INC.380$14.9K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC231$9.07K<0.01%013F-HRTimeline
IFP Advisors, Inc148$5.81K<0.01%+113F-HRTimeline
Noble Wealth Management PBC55$2.16K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.44$1.74K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9$353<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC3$118<0.01%new13F-HRTimeline
Allworth Financial LP1$37<0.01%013F-HRTimeline