SIMPLIFY US EQUITY PLUS DOWN (SPD) Institutional Shareholders
SIMPLIFY US EQUITY PLUS DOWN (SPD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $57.21M in SPD holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of SPD tracked by InsiderSet, reporting ownership valued at approximately $11.94M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.00M, representing an estimated gain of +0.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed SPD value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Authentikos Wealth Advisory, Llc, Independent Wealth Advisors Llc, and several other long-term asset managers with concentrated positions in SIMPLIFY US EQUITY PLUS DOWN (SPD).
This page ranks the largest institutional SPD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
43
Total Reported Value
$57.21M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$11.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.02% | 287,930 | $11,943,330 | $11,998,043 | +$54,713 | +0.46% | |
| Authentikos Wealth Advisory, Llc | 4.79% | 180,995 | $7,507,686 | $7,542,062 | +$34,376 | +0.46% | |
| Independent Wealth Advisors Llc | 5.62% | 149,614 | $6,205,961 | $6,234,415 | +$28,454 | +0.46% | |
| Evolution Wealth Management Inc. | 3.31% | 135,699 | $5,628,795 | $5,654,577 | +$25,782 | +0.46% | |
| Ironsides Asset Advisors, Llc | 1.12% | 115,625 | $4,796,125 | $4,818,094 | +$21,969 | +0.46% | |
| Lpl Financial Llc | 0.00% | 74,260 | $3,080,298 | $3,094,414 | +$14,116 | +0.46% | |
| Austin Wealth Management, Llc | 0.46% | 52,668 | $2,167,815 | $2,194,676 | +$26,861 | +1.24% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 41,493 | $1,721,130 | $1,729,013 | +$7,883 | +0.46% | |
| Lloyd Advisory Services, Llc. | 0.65% | 40,732 | $1,689,579 | $1,697,302 | +$7,723 | +0.46% | |
| Susquehanna International Group, Llp | 0.00% | 32,922 | $1,365,605 | $1,371,860 | +$6,255 | +0.46% | |
| Park Edge Advisors, Llc | 0.27% | 30,756 | $1,275,759 | $1,281,603 | +$5,844 | +0.46% | |
| Entrewealth, Llc | 0.38% | 24,188 | $1,031,860 | $1,007,914 | -$23,946 | -2.32% | |
| Elevated Capital Advisors, Llc | 0.25% | 22,064 | $915,221 | $919,407 | +$4,186 | +0.46% | |
| B.O.S.S. Retirement Advisors, Llc | 0.24% | 21,787 | $903,728 | $907,864 | +$4,136 | +0.46% | |
| Compound Planning, Inc. | 0.02% | 19,952 | $827,609 | $831,400 | +$3,791 | +0.46% | |
| Fiduciary Alliance Llc | 0.05% | 19,237 | $797,948 | $801,606 | +$3,658 | +0.46% | |
| Howard Bailey Securities, Llc | 0.27% | 17,062 | $707,726 | $710,974 | +$3,248 | +0.46% | |
| Insigneo Advisory Services, Llc | 0.03% | 16,220 | $672,806 | $675,887 | +$3,081 | +0.46% | |
| Old Mission Capital Llc | 0.01% | 13,384 | $555,168 | $557,711 | +$2,543 | +0.46% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 12,417 | $515,057 | $517,416 | +$2,359 | +0.46% | |
| Mccartney Wealth Management Llc | 0.34% | 10,858 | $450,390 | $452,453 | +$2,063 | +0.46% | |
| Integrated Wealth Management | 0.40% | 9,071 | $376,264 | $377,989 | +$1,725 | +0.46% | |
| Dynamic Advisor Solutions Llc | 0.01% | 8,166 | $338,709 | $340,277 | +$1,568 | +0.46% | |
| Centennial Advisors, Llc | 0.39% | 7,925 | $328,738 | $330,235 | +$1,497 | +0.46% | |
| Tounjian Advisory Partners, Llc | 0.14% | 7,806 | $323,810 | $325,276 | +$1,466 | +0.45% | |
| Lifewealth Investments, Llc | 0.07% | 6,722 | $278,836 | $280,106 | +$1,270 | +0.46% | |
| Osaic Holdings, Inc. | 0.00% | 5,886 | $244,158 | $245,270 | +$1,112 | +0.46% | |
| Envestnet Asset Management Inc | 0.00% | 4,862 | $201,676 | $202,600 | +$924 | +0.46% | |
| Ifg Advisory, Llc | 0.00% | 2,817 | $116,860 | $117,384 | +$524 | +0.45% | |
| Kingdom Financial Group Llc. | 0.02% | 1,766 | $73,269 | $73,589 | +$320 | +0.44% | |
| Cwm, Llc | 0.00% | 1,340 | $48,735 | $55,838 | +$7,103 | +14.57% | |
| Morgan Stanley | 0.00% | 737 | $30,583 | $30,711 | +$128 | +0.42% | |
| Royal Bank Of Canada | 0.00% | 700 | $29,000 | $29,169 | +$169 | +0.58% | |
| Networth Advisors, Llc | 0.01% | 614 | $25,451 | $25,585 | +$134 | +0.53% | |
| Rothschild Investment Llc | 0.00% | 231 | $9,582 | $9,626 | +$44 | +0.46% | |
| Quest 10 Wealth Builders, Inc. | 0.01% | 199 | $8,255 | $8,292 | +$37 | +0.45% | |
| Ifp Advisors, Inc | 0.00% | 148 | $6,139 | $6,167 | +$28 | +0.46% | |
| Decker Retirement Planning Inc. | 0.00% | 115 | $4,770 | $4,792 | +$22 | +0.46% | |
| Ubs Group Ag | 0.00% | 115 | $4,770 | $4,792 | +$22 | +0.46% | |
| Noble Wealth Management Pbc | 0.00% | 55 | $2,281 | $2,292 | +$11 | +0.48% | |
| Geneos Wealth Management Inc. | 0.00% | 45 | $1,849 | $1,875 | +$26 | +1.41% | |
| Assetmark, Inc | 0.00% | 9 | $373 | $375 | +$2 | +0.54% | |
| Farther Finance Advisors, Llc | 0.00% | 3 | $124 | $125 | +$1 | +0.81% |
Frequently asked questions about SPD
Who owns the most SPD stock?
The largest holders of SPD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SIMPLIFY US EQUITY PLUS DOWN (SPD).
Is SPD widely held by superinvestors?
Many widely followed stocks like SPD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.