Simplify Exchange Traded Funds - SPD

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

Latest / Compare
Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$64.68M
QoQ value delta ($000)
$0 (0.0%)
Implied price effect (QoQ)
0.0%
Shares
Total shares
1,559,581
QoQ shares delta
0 (0.0%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 1 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
COMMONWEALTH EQUITY SERVICES, LLC 11,943 287,930 0.02%
Authentikos Wealth Advisory, LLC 7,507 180,995 4.79%
AE Wealth Management LLC 7,435 179,266 0.03%
Independent Wealth Advisors LLC 6,205 149,614 5.61%
EVOLUTION WEALTH MANAGEMENT INC. 5,628 135,699 3.31%
Ironsides Asset Advisors, LLC 4,796 115,625 1.12%
LPL Financial LLC 3,080 74,260 0.0%
Austin Wealth Management, LLC 2,167 52,668 0.46%
Steward Partners Investment Advisory, LLC 1,721 41,493 0.01%
Lloyd Advisory Services, LLC. 1,689 40,732 0.65%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,365 32,922 0.0%
Park Edge Advisors, LLC 1,275 30,756 0.27%
ENTREWEALTH, LLC 1,031 24,188 0.38%
Elevated Capital Advisors, LLC 915 22,064 0.25%
B.O.S.S. Retirement Advisors, LLC 903 21,787 0.24%
Compound Planning, Inc. 827 19,952 0.02%
Fiduciary Alliance LLC 797 19,237 0.05%
HOWARD BAILEY SECURITIES, LLC 707 17,062 0.27%
INSIGNEO ADVISORY SERVICES, LLC 672 16,220 0.03%
OLD MISSION CAPITAL LLC 555 13,384 0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 515 12,417 0.0%
McCartney Wealth Management LLC 450 10,858 0.34%
Integrated Wealth Management 376 9,071 0.4%
Dynamic Advisor Solutions LLC 338 8,166 0.01%
Centennial Advisors, LLC 328 7,925 0.39%