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Disclosery

SPD SIMPLIFY EXCHANGE TRADED FUN

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US EQT PLS DWNSD (fund)

43 managers (43 13F filers) reported a position in SPD shares at 2026-03-31, 1,723,024 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
43
13F filers
43
New
6
Added
9
Reduced
16
Sold out
6
Shares held by filers
1,723,024

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
COMMONWEALTH EQUITY SERVICES, LLC288,992$10.5M0.01%+33,51413F-HRTimeline
LPL Financial LLC238,299$8.67M<0.01%-146,50113F-HRTimeline
Authentikos Wealth Advisory, LLC198,213$7.21M4.87%+7,58813F-HRTimeline
AE Wealth Management LLC181,383$6.6M0.04%-89713F-HRTimeline
Independent Wealth Advisors LLC148,884$5.41M5.32%+5,61313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.130,790$4.76M3.48%+15,98413F-HRTimeline
Ironsides Asset Advisors, LLC115,605$4.2M1.05%+10,99413F-HRTimeline
Austin Wealth Management, LLC48,146$1.76M0.4%+21213F-HRTimeline
OLD MISSION CAPITAL LLC48,047$1.75M0.04%new13F-HRTimeline
Steward Partners Investment Advisory, L…41,493$1.51M0.01%013F-HRTimeline
Compound Planning, Inc.34,559$1.26M0.04%013F-HRTimeline
Park Edge Advisors, LLC29,794$1.08M0.25%+76313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,537$1M<0.01%new13F-HRTimelineGroup
Elevated Capital Advisors, LLC23,631$859K0.22%+8,32713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC22,244$809K0.25%-2,09513F-HRTimeline
Fiduciary Alliance LLC19,235$748K0.05%-1713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,867$650K<0.01%new13F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC17,606$640K0.26%-31313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC16,220$590K0.04%013F-HRTimeline
ENTREWEALTH, LLC14,606$531K0.24%new13F-HRTimeline
McCartney Wealth Management LLC10,858$395K0.33%-1,85013F-HRTimeline
LifeWealth Investments, LLC8,904$324K0.1%-2,07313F-HRTimeline
Integrated Wealth Management8,811$320K0.37%-22913F-HRTimeline
Dynamic Advisor Solutions LLC8,166$297K0.01%013F-HRTimeline
Centennial Advisors, LLC7,881$287K0.36%-38213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,847$213K<0.01%-2113F-HRTimelineGroup
Lloyd Advisory Services, LLC.1,885$68.6K0.02%-45,76013F-HRTimeline
Kingdom Financial Group LLC.1,885$68.6K0.02%-23513F-HRTimeline
CWM, LLCin group CWM, LLC1,340$48.7K<0.01%-42,24613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY737$26.8K<0.01%-11013F-HRTimelineGroup
Farther Finance Advisors, LLC693$25.4K<0.01%+69013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA700$25K<0.01%013F-HRTimelineGroup
Networth Advisors, LLC619$22.5K0.02%-7613F-HRTimeline
Quest 10 Wealth Builders, Inc.580$21.1K0.02%-1813F-HRTimeline
LANARK FINANCIAL, INC.380$13.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC231$8.4K<0.01%013F-HRTimeline
IFP Advisors, Inc148$5.38K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG82$2.98K<0.01%new13F-HRTimelineGroup
Noble Wealth Management PBC55$2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.44$1.62K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.17$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASSETMARK, INCin group ASSETMARK, INC9$327<0.01%013F-HRTimelineGroup
Allworth Financial LP1$35<0.01%013F-HRTimeline