SIMPLIFY US EQUITY PLUS DOWN (SPD) Institutional Ownership and Insiders Activity
SIMPLIFY US EQUITY PLUS DOWN (SPD) is widely held by institutional investors, with 40 firms reporting positions valued at approximately $54.84M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Commonwealth Equity Services, Llc is the largest disclosed holder, reporting approximately $12.26M in SPD holdings in its latest filing.
Institutional Holders
40
Total Reported Value
$54.84M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$12.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
42
Funds Exiting Positions
1
Top Institutional Owners
View allInvestorReported Balance
SPD News
All news- Independent Wealth Advisors Llc Increases Holdings Across Portfolio in Q2 2026
Jul 30, 2026 · valut.ai