Simplify US Eqty Plus DownSPDETF
13F holders, Q2 2025 (June 30)43holders +3
11new positions
10sold out
$37.91avg. 13F price*
At the end of Q2 2025, 43 institutions reported holding Simplify US Eqty Plus Down (SPD) in their 13F filings, up 3 from Q1 2025. 11 opened new positions and 10 sold out. The largest holders were Authentikos Wealth Advisory, LLC ($7.4M), AE Wealth Management LLC ($7.0M) and Commonwealth Equity Services, LLC ($5.5M).
- Company
- Simplify US Eqty Plus Down
- CUSIP
- 82889N202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $6.3M |
| Exits | 10 | $23.5M |
All 13F filers, Q1 2025 → Q2 2025: 378,719 shares bought and 1,035,241 shares sold, net −656,522 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Authentikos Wealth Advisory, LLC | 5.17% | Reduce -13.8% | 195,587 | $7.4M |
| AE Wealth Management LLC | 0.05% | Add +6701.7% | 185,279 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +20.7% | 143,982 | $5.5M |
| Evolution Wealth Management Inc. | 4.44% | — | 94,750 | $3.6M |
| Ironsides Asset Advisors, LLC | 0.92% | Add +0.7% | 83,322 | $3.2M |
| Compound Planning, Inc. | 0.09% | Reduce -0.4% | 61,357 | $2.3M |
| Austin Wealth Management, LLC | 0.37% | Reduce -44.6% | 54,756 | $2.1M |
| Lloyd Advisory Services, LLC. | 0.84% | New | 45,784 | $1.7M |
| Old Mission Capital LLC | 0.04% | New | 44,281 | $1.7M |
| B.O.S.S. Retirement Advisors, LLC | 0.41% | New | 42,618 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 41,493 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -85.4% | 30,797 | $1.2M |
| Park Edge Advisors, LLC | 0.31% | Reduce -36.5% | 31,522 | $1.2M |
| LPL Financial LLC | 0.00% | Add +19.5% | 24,116 | $917K |
| Sollinda Capital Management LLC | 0.22% | No change | 22,263 | $846K |
| Howard Bailey Securities, LLC | 0.23% | New | 19,873 | $755K |
| Fiduciary Alliance LLC | 0.05% | Reduce -13.0% | 18,987 | $722K |
| Insigneo Advisory Services, LLC | 0.05% | No change | 16,273 | $619K |
| Elevated Capital Advisors, LLC | 0.16% | No change | 18,341 | $567K |
| LifeWealth Investments, LLC | 0.16% | New | 11,259 | $428K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.4% | 8,573 | $326K |
| Bison Wealth, LLC | 0.02% | Reduce -7.0% | 7,894 | $299K |
| Kathmere Capital Management, LLC | 0.02% | No change | 7,676 | $292K |
| Pathway Financial Advisors LLC | 0.04% | No change | 7,115 | $270K |
| Osaic Holdings, Inc. | 0.00% | Add +21.8% | 7,218 | $265K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,184 | $83K |
| Cwm, LLC | 0.00% | Add +7.5% | 840 | $32K |
| Transce3nd, LLC | 0.01% | New | 782 | $30K |
| Royal Bank of Canada | 0.00% | Reduce -31.0% | 700 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 650 | $25K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 568 | $22K |
| Lanark Financial, Inc. | 0.00% | No change | 380 | $14K |
| Park Square Financial Group, LLC | 0.01% | Add +2233.3% | 280 | $11K |
| Rothschild Investment LLC | 0.00% | No change | 231 | $9K |
| IFP Advisors, Inc | 0.00% | No change | 147 | $6K |
| UBS Group AG | 0.00% | Reduce -96.0% | 122 | $5K |
| Decker Retirement Planning Inc. | 0.00% | New | 81 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 46 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 39 | $1K |
| Pineridge Advisors LLC | 0.00% | New | 8 | $305 |
| Capital A Wealth Management, LLC | 0.00% | New | 10 | $287 |
| Morgan Stanley | 0.00% | No change | 1 | $44 |
| Allworth Financial LP | 0.00% | No change | 1 | $36 |
"% 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.