Simplify Exchange Traded Funds - SPD

Sector: Funds · Industry: Investment Company

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$67.24M

QoQ value delta ($000)

+$14.87M (+28.39%)

Implied price effect (QoQ)

-0.53%

Total shares

1,712,179

QoQ shares delta

+385,757 (+29.08%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
LPL Financial LLC	15,107	384,800	0.0%
COMMONWEALTH EQUITY SERVICES, LLC	10,030	255,478	0.01%
Authentikos Wealth Advisory, LLC	7,483	190,625	4.95%
AE Wealth Management LLC	7,156	182,280	0.04%
EVOLUTION WEALTH MANAGEMENT INC.	4,507	114,806	3.73%
Ironsides Asset Advisors, LLC	4,107	104,611	1.04%
Austin Wealth Management, LLC	1,899	47,934	0.28%
Lloyd Advisory Services, LLC.	1,870	47,645	0.73%
CWM, LLC	1,711	43,586	0.0%
Steward Partners Investment Advisory, LLC	1,629	41,493	0.01%
Compound Planning, Inc.	1,356	34,559	0.04%
Park Edge Advisors, LLC	1,139	29,031	0.26%
GTS SECURITIES LLC	980	24,985	0.03%
B.O.S.S. Retirement Advisors, LLC	955	24,339	0.3%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	868	21,727	0.0%
Fiduciary Alliance LLC	755	19,252	0.05%
HOWARD BAILEY SECURITIES, LLC	703	17,919	0.28%
INSIGNEO ADVISORY SERVICES, LLC	636	16,220	0.05%
Elevated Capital Advisors, LLC	600	15,304	0.14%
Sollinda Capital Management LLC	557	14,197	0.14%
McCartney Wealth Management LLC	498	12,708	0.43%
LifeWealth Investments, LLC	430	10,977	0.14%
Integrated Wealth Management	354	9,040	0.4%
Centennial Advisors, LLC	324	8,263	0.42%
Dynamic Advisor Solutions LLC	320	8,166	0.01%