Simplify US Eqty Plus DownSPDETF
13F holders, Q4 2025 (December 31)44holders +4
5new positions
5sold out
$39.28avg. 13F price*
At the end of Q4 2025, 44 institutions reported holding Simplify US Eqty Plus Down (SPD) in their 13F filings, up 4 from Q3 2025. 5 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($15.1M), Commonwealth Equity Services, LLC ($10.0M) and Authentikos Wealth Advisory, LLC ($7.5M).
- Company
- Simplify US Eqty Plus Down
- CUSIP
- 82889N202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.1M |
| Exits | 5 | $1.1M |
All 13F filers, Q3 2025 → Q4 2025: 431,601 shares bought and 77,317 shares sold, net +354,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| LPL Financial LLC | 0.00% | Add +856.0% | 384,800 | $15.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.0% | 255,478 | $10.0M |
| Authentikos Wealth Advisory, LLC | 4.95% | Reduce -1.9% | 190,625 | $7.5M |
| AE Wealth Management LLC | 0.04% | Reduce -1.4% | 182,280 | $7.2M |
| Independent Wealth Advisors LLC | 5.87% | — | 143,271 | $5.6M |
| Evolution Wealth Management Inc. | 3.73% | Add +14.7% | 114,806 | $4.5M |
| Ironsides Asset Advisors, LLC | 1.04% | Add +21.9% | 104,611 | $4.1M |
| Austin Wealth Management, LLC | 0.28% | Reduce -11.2% | 47,934 | $1.9M |
| Lloyd Advisory Services, LLC. | 0.73% | Add +6.6% | 47,645 | $1.9M |
| Cwm, LLC | 0.00% | Add +43.0% | 43,586 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 41,493 | $1.6M |
| Compound Planning, Inc. | 0.04% | Reduce -19.1% | 34,559 | $1.4M |
| Park Edge Advisors, LLC | 0.26% | Reduce -2.3% | 29,031 | $1.1M |
| GTS Securities LLC | 0.03% | New | 24,985 | $981K |
| B.O.S.S. Retirement Advisors, LLC | 0.30% | Reduce -37.6% | 24,339 | $956K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -22.9% | 21,727 | $868K |
| Fiduciary Alliance LLC | 0.05% | Add +1.4% | 19,252 | $756K |
| Howard Bailey Securities, LLC | 0.28% | Reduce -11.9% | 17,919 | $704K |
| Insigneo Advisory Services, LLC | 0.05% | No change | 16,220 | $637K |
| Elevated Capital Advisors, LLC | 0.14% | Reduce -4.2% | 15,304 | $601K |
| Sollinda Capital Management LLC | 0.14% | No change | 14,197 | $557K |
| McCartney Wealth Management LLC | 0.43% | — | 12,708 | $499K |
| LifeWealth Investments, LLC | 0.14% | Reduce -7.1% | 10,977 | $431K |
| Integrated Wealth Management | 0.40% | — | 9,040 | $355K |
| Centennial Advisors, LLC | 0.42% | — | 8,263 | $324K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -4.8% | 8,166 | $321K |
| Kathmere Capital Management, LLC | 0.02% | No change | 7,676 | $301K |
| Pathway Financial Advisors LLC | 0.04% | Reduce -0.3% | 7,090 | $283K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.2% | 5,868 | $230K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.7% | 5,119 | $201K |
| Kingdom Financial Group LLC. | 0.03% | New | 2,120 | $83K |
| Morgan Stanley | 0.00% | Add +13.7% | 847 | $33K |
| Networth Advisors, LLC | 0.02% | — | 695 | $27K |
| Royal Bank of Canada | 0.00% | No change | 700 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 650 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +2.6% | 598 | $23K |
| Lanark Financial, Inc. | 0.00% | No change | 380 | $15K |
| Rothschild Investment LLC | 0.00% | No change | 231 | $9K |
| IFP Advisors, Inc | 0.00% | Add +0.7% | 148 | $6K |
| Noble Wealth Management PBC | 0.00% | New | 55 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 44 | $2K |
| Assetmark, Inc. | 0.00% | New | 9 | $353 |
| Farther Finance Advisors, LLC | 0.00% | New | 3 | $118 |
| Allworth Financial LP | 0.00% | No change | 1 | $37 |
"% 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.