SPD Institutional Ownership & Shareholders
SIMPLIFY US EQUITY PLUS DOWN (SPD) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $54.84M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $11.74M, representing an estimated loss of -1.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% 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
40
Total Reported Value
$54.84M
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 | $11,738,906 | -$204,424 | -1.71% | |
| Authentikos Wealth Advisory, Llc | 4.79% | 180,995 | $7,507,686 | $7,379,166 | -$128,520 | -1.71% | |
| Independent Wealth Advisors Llc | 5.17% | 150,233 | $6,236,189 | $6,124,999 | -$111,190 | -1.78% | |
| Evolution Wealth Management Inc. | 3.29% | 137,684 | $5,715,263 | $5,613,377 | -$101,886 | -1.78% | |
| Ironsides Asset Advisors, Llc | 1.14% | 114,054 | $4,734,382 | $4,649,982 | -$84,400 | -1.78% | |
| Lpl Financial Llc | 0.00% | 74,260 | $3,080,298 | $3,027,580 | -$52,718 | -1.71% | |
| Austin Wealth Management, Llc | 0.46% | 52,668 | $2,167,815 | $2,147,274 | -$20,541 | -0.95% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 41,493 | $1,721,130 | $1,691,670 | -$29,460 | -1.71% | |
| Lloyd Advisory Services, Llc. | 0.65% | 40,732 | $1,689,579 | $1,660,644 | -$28,935 | -1.71% | |
| Susquehanna International Group, Llp | 0.00% | 32,922 | $1,365,605 | $1,342,230 | -$23,375 | -1.71% | |
| Elevated Capital Advisors, Llc | 0.25% | 22,064 | $915,221 | $899,549 | -$15,672 | -1.71% | |
| B.O.S.S. Retirement Advisors, Llc | 0.24% | 20,408 | $847,155 | $832,034 | -$15,121 | -1.78% | |
| Compound Planning, Inc. | 0.02% | 19,952 | $827,609 | $813,443 | -$14,166 | -1.71% | |
| Fiduciary Alliance Llc | 0.06% | 19,190 | $796,573 | $782,376 | -$14,197 | -1.78% | |
| Howard Bailey Securities, Llc | 0.26% | 16,227 | $673,573 | $661,575 | -$11,998 | -1.78% | |
| Insigneo Advisory Services, Llc | 0.03% | 16,220 | $672,806 | $661,289 | -$11,517 | -1.71% | |
| Old Mission Capital Llc | 0.01% | 13,384 | $555,168 | $545,666 | -$9,502 | -1.71% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 12,417 | $515,057 | $506,241 | -$8,816 | -1.71% | |
| Mccartney Wealth Management Llc | 0.34% | 10,858 | $450,390 | $442,681 | -$7,709 | -1.71% | |
| Integrated Wealth Management | 0.36% | 8,885 | $368,799 | $362,241 | -$6,558 | -1.78% | |
| Dynamic Advisor Solutions Llc | 0.01% | 8,166 | $338,954 | $332,928 | -$6,026 | -1.78% | |
| Tounjian Advisory Partners, Llc | 0.14% | 7,806 | $323,810 | $318,251 | -$5,559 | -1.72% | |
| Centennial Advisors, Llc | 0.36% | 7,344 | $304,830 | $299,415 | -$5,415 | -1.78% | |
| Osaic Holdings, Inc. | 0.00% | 5,886 | $244,158 | $239,972 | -$4,186 | -1.71% | |
| Envestnet Asset Management Inc | 0.00% | 4,862 | $201,676 | $198,224 | -$3,452 | -1.71% | |
| Ifg Advisory, Llc | 0.00% | 2,817 | $116,860 | $114,849 | -$2,011 | -1.72% | |
| Kingdom Financial Group Llc. | 0.02% | 1,766 | $73,269 | $72,000 | -$1,269 | -1.73% | |
| Cwm, Llc | 0.00% | 1,340 | $48,735 | $54,632 | +$5,897 | +12.10% | |
| Morgan Stanley | 0.00% | 737 | $30,583 | $30,047 | -$536 | -1.75% | |
| Royal Bank Of Canada | 0.00% | 700 | $29,000 | $28,539 | -$461 | -1.59% | |
| Networth Advisors, Llc | 0.01% | 614 | $25,451 | $25,033 | -$418 | -1.64% | |
| Rothschild Investment Llc | 0.00% | 231 | $9,582 | $9,418 | -$164 | -1.71% | |
| Quest 10 Wealth Builders, Inc. | 0.01% | 199 | $8,255 | $8,113 | -$142 | -1.72% | |
| Ifp Advisors, Inc | 0.00% | 149 | $6,185 | $6,075 | -$110 | -1.78% | |
| Decker Retirement Planning Inc. | 0.00% | 115 | $4,774 | $4,689 | -$85 | -1.79% | |
| Ubs Group Ag | 0.00% | 115 | $4,770 | $4,689 | -$81 | -1.71% | |
| Noble Wealth Management Pbc | 0.00% | 55 | $2,283 | $2,242 | -$41 | -1.78% | |
| Geneos Wealth Management Inc. | 0.00% | 45 | $1,849 | $1,835 | -$14 | -0.78% | |
| Assetmark, Inc | 0.00% | 9 | $374 | $367 | -$7 | -1.89% | |
| Farther Finance Advisors, Llc | 0.00% | 3 | $125 | $122 | -$3 | -2.15% |
Frequently asked questions about SPD
Who are the largest institutional holders of SPD?
The largest institutional holders of SPD reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Authentikos Wealth Advisory, Llc, Independent Wealth Advisors Llc, Evolution Wealth Management Inc., and Ironsides Asset Advisors, Llc. InsiderSet ranks institutional holders by their latest reported SPD position.
What is SPD institutional ownership?
This page tracks SPD positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY US EQUITY PLUS DOWN (SPD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPD?
InsiderSet currently tracks 40 institutional managers reporting SPD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPD shareholders.
How much SPD stock do institutions own?
Institutional investment managers disclosed approximately $54.84M in SPD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPD institutional ownership last updated?
The latest SPD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPD position after the reporting date.
Are institutions buying or selling SPD?
Institutional buying and selling can be analyzed by comparing SPD positions across consecutive 13F reporting periods. InsiderSet's SPD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPD ownership changes.
How has SPD institutional ownership changed over time?
InsiderSet tracks SPD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.