Simplify US Eqty Plus DownSPDETF
13F holders, Q2 2026 (June 30)45holders +2
6new positions
4sold out
$41.49avg. 13F price*
At the end of Q2 2026, 45 institutions reported holding Simplify US Eqty Plus Down (SPD) in their 13F filings, up 2 from Q1 2026. 6 opened new positions and 4 sold out. The largest holders were Commonwealth Equity Services, LLC ($11.9M), Authentikos Wealth Advisory, LLC ($7.5M) and AE Wealth Management LLC ($7.4M).
- Company
- Simplify US Eqty Plus Down
- CUSIP
- 82889N202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.2M |
| Exits | 4 | $665K |
All 13F filers, Q1 2026 → Q2 2026: 93,378 shares bought and 257,916 shares sold, net −164,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.4% | 287,930 | $11.9M |
| Authentikos Wealth Advisory, LLC | 4.79% | Reduce -8.7% | 180,995 | $7.5M |
| AE Wealth Management LLC | 0.03% | Reduce -1.2% | 179,266 | $7.4M |
| Independent Wealth Advisors LLC | 5.62% | Add +0.5% | 149,614 | $6.2M |
| Evolution Wealth Management Inc. | 3.31% | Add +3.8% | 135,699 | $5.6M |
| Ironsides Asset Advisors, LLC | 1.12% | Add +0.0% | 115,625 | $4.8M |
| LPL Financial LLC | 0.00% | Reduce -68.8% | 74,260 | $3.1M |
| Austin Wealth Management, LLC | 0.46% | Add +9.4% | 52,668 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 41,493 | $1.7M |
| Lloyd Advisory Services, LLC. | 0.65% | Add +2060.8% | 40,732 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +19.6% | 32,922 | $1.4M |
| Park Edge Advisors, LLC | 0.27% | Add +3.2% | 30,756 | $1.3M |
| Entrewealth, LLC | 0.38% | Add +65.6% | 24,188 | $1.0M |
| Elevated Capital Advisors, LLC | 0.25% | Reduce -6.6% | 22,064 | $915K |
| B.O.S.S. Retirement Advisors, LLC | 0.24% | Reduce -2.0% | 21,787 | $904K |
| Compound Planning, Inc. | 0.02% | Reduce -42.3% | 19,952 | $828K |
| Fiduciary Alliance LLC | 0.05% | Add +0.0% | 19,237 | $798K |
| Howard Bailey Securities, LLC | 0.27% | Reduce -3.1% | 17,062 | $708K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 16,220 | $673K |
| Old Mission Capital LLC | 0.01% | Reduce -72.1% | 13,384 | $555K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 12,417 | $515K |
| McCartney Wealth Management LLC | 0.34% | No change | 10,858 | $450K |
| Integrated Wealth Management | 0.40% | Add +3.0% | 9,071 | $376K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 8,166 | $339K |
| Centennial Advisors, LLC | 0.39% | Add +0.6% | 7,925 | $329K |
| Tounjian Advisory Partners, LLC | 0.14% | New | 7,806 | $324K |
| LifeWealth Investments, LLC | 0.07% | Reduce -24.5% | 6,722 | $279K |
| Osaic Holdings, Inc. | 0.00% | Add +0.7% | 5,886 | $244K |
| Envestnet Asset Management Inc. | 0.00% | New | 4,862 | $202K |
| IFG Advisory, LLC | 0.00% | New | 2,817 | $117K |
| Montgomery Financial Services LLC | 0.09% | — | 2,435 | $101K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -6.3% | 1,766 | $73K |
| Morgan Stanley | 0.00% | No change | 737 | $31K |
| Royal Bank of Canada | 0.00% | No change | 700 | $29K |
| Networth Advisors, LLC | 0.01% | Reduce -0.8% | 614 | $25K |
| Rothschild Investment LLC | 0.00% | No change | 231 | $10K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -65.7% | 199 | $8K |
| IFP Advisors, Inc | 0.00% | No change | 148 | $6K |
| Decker Retirement Planning Inc. | 0.00% | New | 115 | $5K |
| UBS Group AG | 0.00% | Add +40.2% | 115 | $5K |
| Noble Wealth Management PBC | 0.00% | No change | 55 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Add +2.3% | 45 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 25 | $1K |
| Assetmark, Inc. | 0.00% | No change | 9 | $373 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -99.6% | 3 | $124 |
"% of holder's portfolio" is SPD's weight in each manager's 13F, not the share of Simplify US Eqty Plus Down the manager owns.