SPD institutional holders

SIMPLIFY EXCHANGE TRADED FUN · 13F, 2026Q2

Managers holding46
Shares held1,559,634
Reported value$64.7m
Quarter flows8 new, 14 added, 14 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
COMMONWEALTH EQUITY SERVICES, LLC287,930$11.9m0.0%
Authentikos Wealth Advisory, LLC180,995$7.5m4.8%
AE Wealth Management LLC179,266$7.4m0.0%
Independent Wealth Advisors LLC149,614$6.2m5.6%
EVOLUTION WEALTH MANAGEMENT INC.135,699$5.6m3.3%
Ironsides Asset Advisors, LLC115,625$4.8m1.1%
LPL Financial LLC74,260$3.1m0.0%
Austin Wealth Management, LLC52,668$2.2m0.5%
Steward Partners Investment Advisory, LLC41,493$1.7m0.0%
Lloyd Advisory Services, LLC.40,732$1.7m0.7%
SUSQUEHANNA INTERNATIONAL GROUP, LLP32,922$1.4m0.0%
Park Edge Advisors, LLC30,756$1.3m0.3%
ENTREWEALTH, LLC24,188$1.0m0.4%
Elevated Capital Advisors, LLC22,064$915,2210.3%
B.O.S.S. Retirement Advisors, LLC21,787$903,7280.2%
Compound Planning, Inc.19,952$827,6090.0%
Fiduciary Alliance LLC19,237$797,9480.1%
HOWARD BAILEY SECURITIES, LLC17,062$707,7260.3%
INSIGNEO ADVISORY SERVICES, LLC16,220$672,8060.0%
OLD MISSION CAPITAL LLC13,384$555,1680.0%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,417$515,0570.0%
McCartney Wealth Management LLC10,858$450,3900.3%
Integrated Wealth Management9,071$376,2640.4%
Dynamic Advisor Solutions LLC8,166$338,7090.0%
Centennial Advisors, LLC7,925$328,7380.4%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SPD"). SPD price history · All 13F data

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