SIMPLIFY US EQUITY PLUS DOWN (SPD) Institutional Ownership Changes & 13F Activity
SIMPLIFY US EQUITY PLUS DOWN (SPD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Commonwealth Equity Services, Llc, Authentikos Wealth Advisory, Llc, Ae Wealth Management Llc, and Evolution Wealth Management Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Sell | -11,332 | -100.0% | 0 | $0.00 | Q4 2025 | Jun 12, 2026 |
| Integrated Wealth Management | Buy | +9,040 | — | 9,040 | $354.90K | Q4 2025 | Mar 03, 2026 |
| Compound Planning, Inc. | Buy | +34,559 | — | 34,559 | $1.36M | Q4 2025 | Feb 19, 2026 |
| Mccartney Wealth Management Llc | Buy | +12,708 | — | 12,708 | $498.92K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +5,868 | — | 5,868 | $230.41K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +700 | — | 700 | $27.00K | Q4 2025 | Feb 17, 2026 |
| Gts Securities Llc | Buy | +24,985 | — | 24,985 | $980.91K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +847 | — | 847 | $33.32K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +255,478 | — | 255,478 | $10.03M | Q4 2025 | Feb 12, 2026 |
| Ironsides Asset Advisors, Llc | Buy | +104,611 | — | 104,611 | $4.11M | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +41,493 | — | 41,493 | $1.63M | Q4 2025 | Feb 12, 2026 |
| Insigneo Advisory Services, Llc | Buy | +16,220 | — | 16,220 | $636.80K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +384,800 | — | 384,800 | $15.11M | Q4 2025 | Feb 11, 2026 |
| Howard Bailey Securities, Llc | Buy | +17,919 | — | 17,919 | $703.52K | Q4 2025 | Feb 11, 2026 |
| Evolution Wealth Management Inc. | Buy | +114,806 | — | 114,806 | $4.51M | Q4 2025 | Feb 10, 2026 |
| Rothschild Investment Llc | Buy | +231 | — | 231 | $9.07K | Q4 2025 | Feb 10, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +190,625 | — | 190,625 | $7.48M | Q4 2025 | Feb 06, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +47,645 | — | 47,645 | $1.87M | Q4 2025 | Feb 06, 2026 |
| Hightower Advisors, Llc | Buy | +5,119 | — | 5,119 | $200.96K | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group Llc. | Buy | +2,120 | — | 2,120 | $83.25K | Q4 2025 | Feb 06, 2026 |
| Ifp Advisors, Inc | Buy | +148 | — | 148 | $5.81K | Q4 2025 | Feb 06, 2026 |
| Allworth Financial Lp | Buy | +1 | — | 1 | $37.00 | Q4 2025 | Feb 05, 2026 |
| B.O.S.S. Retirement Advisors, Llc | Buy | +24,339 | — | 24,339 | $955.54K | Q4 2025 | Feb 02, 2026 |
| Quest 10 Wealth Builders, Inc. | Buy | +598 | — | 598 | $23.48K | Q4 2025 | Jan 29, 2026 |
| Nbc Securities, Inc. | Buy | +380 | — | 380 | $14.92K | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | Buy | +44 | — | 44 | $1.74K | Q4 2025 | Jan 28, 2026 |
| Elevated Capital Advisors, Llc | Buy | +15,304 | — | 15,304 | $600.82K | Q4 2025 | Jan 27, 2026 |
| Ae Wealth Management Llc | Buy | +182,280 | — | 182,280 | $7.16M | Q4 2025 | Jan 26, 2026 |
| Austin Wealth Management, Llc | Buy | +47,934 | — | 47,934 | $1.90M | Q4 2025 | Jan 26, 2026 |
| Cwm, Llc | Buy | +43,586 | — | 43,586 | $1.71M | Q4 2025 | Jan 26, 2026 |
Frequently asked questions about SPD activity
Which institutional owners are buying SPD?
Institutional owners buying SPD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SPD activity?
"Buy" means an investor increased their reported position in SPD compared to the prior reporting period. This reflects growing exposure to SIMPLIFY US EQUITY PLUS DOWN (SPD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPD increasing?
Institutional interest in SPD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.