Simplify US Eqty Plus DownSPDETF
13F holders, Q1 2026 (March 31)43holders −1
6new positions
6sold out
$36.41avg. 13F price*
At the end of Q1 2026, 43 institutions reported holding Simplify US Eqty Plus Down (SPD) in their 13F filings, down 1 from Q4 2025. 6 opened new positions and 6 sold out. The largest holders were Commonwealth Equity Services, LLC ($10.5M), LPL Financial LLC ($8.7M) and Authentikos Wealth Advisory, LLC ($7.2M).
- Company
- Simplify US Eqty Plus Down
- CUSIP
- 82889N202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.9M |
| Exits | 6 | $3.2M |
All 13F filers, Q4 2025 → Q1 2026: 191,841 shares bought and 323,617 shares sold, net −131,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Commonwealth Equity Services, LLC | 0.01% | Add +13.1% | 288,992 | $10.5M |
| LPL Financial LLC | 0.00% | Reduce -38.1% | 238,299 | $8.7M |
| Authentikos Wealth Advisory, LLC | 4.87% | Add +4.0% | 198,213 | $7.2M |
| AE Wealth Management LLC | 0.04% | Reduce -0.5% | 181,383 | $6.6M |
| Independent Wealth Advisors LLC | 5.32% | Add +3.9% | 148,884 | $5.4M |
| Evolution Wealth Management Inc. | 3.48% | Add +13.9% | 130,790 | $4.8M |
| Ironsides Asset Advisors, LLC | 1.05% | Add +10.5% | 115,605 | $4.2M |
| Austin Wealth Management, LLC | 0.40% | Add +0.4% | 48,146 | $1.8M |
| Old Mission Capital LLC | 0.04% | New | 48,047 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 41,493 | $1.5M |
| Compound Planning, Inc. | 0.04% | No change | 34,559 | $1.3M |
| Park Edge Advisors, LLC | 0.25% | Add +2.6% | 29,794 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 27,537 | $1.0M |
| Elevated Capital Advisors, LLC | 0.22% | Add +54.4% | 23,631 | $859K |
| B.O.S.S. Retirement Advisors, LLC | 0.25% | Reduce -8.6% | 22,244 | $809K |
| Fiduciary Alliance LLC | 0.05% | Reduce -0.1% | 19,235 | $748K |
| Jane Street Group, LLC | 0.00% | New | 17,867 | $650K |
| Howard Bailey Securities, LLC | 0.26% | Reduce -1.8% | 17,606 | $640K |
| Insigneo Advisory Services, LLC | 0.04% | No change | 16,220 | $590K |
| Entrewealth, LLC | 0.24% | New | 14,606 | $531K |
| McCartney Wealth Management LLC | 0.33% | Reduce -14.6% | 10,858 | $395K |
| LifeWealth Investments, LLC | 0.10% | Reduce -18.9% | 8,904 | $324K |
| Integrated Wealth Management | 0.37% | Reduce -2.5% | 8,811 | $320K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 8,166 | $297K |
| Centennial Advisors, LLC | 0.36% | Reduce -4.6% | 7,881 | $287K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.4% | 5,847 | $213K |
| Lloyd Advisory Services, LLC. | 0.02% | Reduce -96.0% | 1,885 | $69K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -11.1% | 1,885 | $69K |
| Cwm, LLC | 0.00% | Reduce -96.9% | 1,340 | $49K |
| Morgan Stanley | 0.00% | Reduce -13.0% | 737 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Add +23000.0% | 693 | $25K |
| Royal Bank of Canada | 0.00% | No change | 700 | $25K |
| Networth Advisors, LLC | 0.02% | Reduce -10.9% | 619 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -3.0% | 580 | $21K |
| Lanark Financial, Inc. | 0.00% | No change | 380 | $14K |
| Rothschild Investment LLC | 0.00% | No change | 231 | $8K |
| IFP Advisors, Inc | 0.00% | No change | 148 | $5K |
| UBS Group AG | 0.00% | New | 82 | $3K |
| Noble Wealth Management PBC | 0.00% | No change | 55 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 44 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 17 | $1K |
| Assetmark, Inc. | 0.00% | No change | 9 | $327 |
| Allworth Financial LP | 0.00% | No change | 1 | $35 |
"% 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.