Simplify Exchange Traded Funds - SPD

Sector: Funds · Industry: Investment Company

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$57.32M

QoQ value delta ($000)

-$9.922M (-14.76%)

Implied price effect (QoQ)

-7.32%

Total shares

1,574,790

QoQ shares delta

-137,389 (-8.02%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 42 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	10,510	288,992	0.01%
LPL Financial LLC	8,666	238,299	0.0%
Authentikos Wealth Advisory, LLC	7,208	198,213	4.87%
AE Wealth Management LLC	6,596	181,383	0.04%
EVOLUTION WEALTH MANAGEMENT INC.	4,756	130,790	3.48%
Ironsides Asset Advisors, LLC	4,204	115,605	1.05%
Austin Wealth Management, LLC	1,764	48,146	0.4%
OLD MISSION CAPITAL LLC	1,747	48,047	0.03%
Steward Partners Investment Advisory, LLC	1,509	41,493	0.01%
Compound Planning, Inc.	1,256	34,559	0.04%
Park Edge Advisors, LLC	1,083	29,794	0.25%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,001	27,537	0.0%
Elevated Capital Advisors, LLC	859	23,631	0.22%
B.O.S.S. Retirement Advisors, LLC	809	22,244	0.25%
Fiduciary Alliance LLC	747	19,235	0.05%
JANE STREET GROUP, LLC	649	17,867	0.0%
HOWARD BAILEY SECURITIES, LLC	640	17,606	0.26%
INSIGNEO ADVISORY SERVICES, LLC	589	16,220	0.04%
ENTREWEALTH, LLC	531	14,606	0.24%
McCartney Wealth Management LLC	394	10,858	0.33%
LifeWealth Investments, LLC	323	8,904	0.1%
Integrated Wealth Management	320	8,811	0.37%
Dynamic Advisor Solutions LLC	296	8,166	0.01%
Centennial Advisors, LLC	286	7,881	0.36%
OSAIC HOLDINGS, INC.	212	5,847	0.0%