Simplify US Eqty Plus DownSPDETF
13F holders, Q3 2025 (September 30)40holders −3
5new positions
7sold out
1famous investor
$39.49avg. 13F price*
At the end of Q3 2025, 40 institutions reported holding Simplify US Eqty Plus Down (SPD) in their 13F filings, down 3 from Q2 2025. 5 opened new positions and 7 sold out. The largest holders were Commonwealth Equity Services, LLC ($9.7M), Authentikos Wealth Advisory, LLC ($7.7M) and AE Wealth Management LLC ($7.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify US Eqty Plus Down
- CUSIP
- 82889N202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.4M |
| Exits | 7 | $2.1M |
All 13F filers, Q2 2025 → Q3 2025: 191,310 shares bought and 96,289 shares sold, net +95,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Commonwealth Equity Services, LLC | 0.01% | Add +70.5% | 245,555 | $9.7M |
| Authentikos Wealth Advisory, LLC | 5.07% | Reduce -0.7% | 194,241 | $7.7M |
| AE Wealth Management LLC | 0.05% | Reduce -0.2% | 184,940 | $7.3M |
| Evolution Wealth Management Inc. | 4.06% | Add +5.6% | 100,057 | $4.0M |
| Ironsides Asset Advisors, LLC | 0.87% | Add +3.0% | 85,839 | $3.4M |
| Austin Wealth Management, LLC | 0.33% | Reduce -1.4% | 54,006 | $2.1M |
| Lloyd Advisory Services, LLC. | 0.83% | Reduce -2.4% | 44,692 | $1.8M |
| Compound Planning, Inc. | 0.05% | Reduce -30.4% | 42,691 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 41,493 | $1.6M |
| LPL Financial LLC | 0.00% | Add +66.9% | 40,252 | $1.6M |
| B.O.S.S. Retirement Advisors, LLC | 0.37% | Reduce -8.5% | 38,994 | $1.5M |
| Cwm, LLC | 0.00% | Add +3528.9% | 30,483 | $1.2M |
| Park Edge Advisors, LLC | 0.27% | Reduce -5.7% | 29,721 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.4% | 28,197 | $1.1M |
| Howard Bailey Securities, LLC | 0.23% | Add +2.3% | 20,336 | $803K |
| Fiduciary Alliance LLC | 0.05% | Add +0.0% | 18,989 | $750K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -0.3% | 16,220 | $641K |
| Elevated Capital Advisors, LLC | 0.16% | Reduce -12.9% | 15,971 | $631K |
| Sollinda Capital Management LLC | 0.15% | Reduce -36.2% | 14,197 | $561K |
| LifeWealth Investments, LLC | 0.15% | Add +4.9% | 11,813 | $467K |
| Citadel Advisors | 0.00% | New | 11,740 | $464K |
| Susquehanna International Group, LLP | 0.00% | New | 11,531 | $456K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 8,573 | $339K |
| Kathmere Capital Management, LLC | 0.02% | No change | 7,676 | $303K |
| Osaic Holdings, Inc. | 0.00% | Add +1.9% | 7,353 | $283K |
| Pathway Financial Advisors LLC | 0.04% | No change | 7,115 | $281K |
| HighTower Advisors, LLC | 0.00% | New | 5,671 | $224K |
| Great Lakes Retirement, Inc. | 0.02% | New | 5,235 | $207K |
| Morgan Stanley | 0.00% | Add +74400.0% | 745 | $29K |
| Royal Bank of Canada | 0.00% | No change | 700 | $28K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 650 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +2.6% | 583 | $23K |
| Lanark Financial, Inc. | 0.00% | No change | 380 | $15K |
| Rothschild Investment LLC | 0.00% | No change | 231 | $9K |
| IFP Advisors, Inc | 0.00% | No change | 147 | $6K |
| Decker Retirement Planning Inc. | 0.00% | No change | 81 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 46 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 44 | $2K |
| Pineridge Advisors LLC | 0.00% | No change | 8 | $318 |
| Allworth Financial LP | 0.00% | No change | 1 | $38 |
"% 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.