Simplify Exchange Traded Funds - SPD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 384,800 | 15,107 | 0.0% | 0.0% | 1 | +344,548 | 855.98% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 255,478 | 10,030 | 0.01% | 0.01% | 2 | +9,923 | 4.04% | Q4 2025 | Feb 12, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 190,625 | 7,483 | 4.95% | 5.07% | 3 | -3,616 | -1.86% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 182,280 | 7,156 | 0.04% | 0.05% | 4 | -2,660 | -1.44% | Q4 2025 | Jan 26, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 114,806 | 4,507 | 3.73% | 4.06% | 5 | +14,749 | 14.74% | Q4 2025 | Feb 10, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 104,611 | 4,107 | 1.04% | 0.87% | 6 | +18,772 | 21.87% | Q4 2025 | Feb 12, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 47,934 | 1,899 | 0.28% | 0.33% | 7 | -6,072 | -11.24% | Q4 2025 | Jan 26, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 47,645 | 1,870 | 0.73% | 0.83% | 8 | +2,953 | 6.61% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 43,586 | 1,711 | 0.0% | 0.0% | 9 | +13,103 | 42.98% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 41,493 | 1,629 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 34,559 | 1,356 | 0.04% | 0.05% | 11 | -8,132 | -19.05% | Q4 2025 | Feb 19, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 29,031 | 1,139 | 0.26% | 0.27% | 12 | -690 | -2.32% | Q4 2025 | Jan 16, 2026 |
| GTS SECURITIES LLC | History | New | 24,985 | 980 | 0.03% | — | 13 | +24,985 | New | Q4 2025 | Feb 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 24,339 | 955 | 0.3% | 0.37% | 14 | -14,655 | -37.58% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 21,727 | 868 | 0.0% | 0.0% | 15 | -6,470 | -22.95% | Q4 2025 | Jan 08, 2026 |
| Fiduciary Alliance LLC | History | Added to | 19,252 | 755 | 0.05% | 0.05% | 16 | +263 | 1.39% | Q4 2025 | Jan 22, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 17,919 | 703 | 0.28% | 0.23% | 17 | -2,417 | -11.89% | Q4 2025 | Feb 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 16,220 | 636 | 0.05% | 0.04% | 18 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 15,304 | 600 | 0.14% | 0.16% | 19 | -667 | -4.18% | Q4 2025 | Jan 27, 2026 |
| Sollinda Capital Management LLC | History | No change | 14,197 | 557 | 0.14% | 0.15% | 20 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| McCartney Wealth Management LLC | History | New | 12,708 | 498 | 0.43% | — | 21 | +12,708 | New | Q4 2025 | Feb 17, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 10,977 | 430 | 0.14% | 0.15% | 22 | -770 | -6.55% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Management | History | New | 9,040 | 354 | 0.4% | — | 23 | +9,040 | New | Q4 2025 | Mar 03, 2026 |
| Centennial Advisors, LLC | History | New | 8,263 | 324 | 0.42% | — | 24 | +8,263 | New | Q4 2025 | Jan 22, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 8,166 | 320 | 0.01% | 0.01% | 25 | -407 | -4.75% | Q4 2025 | Jan 09, 2026 |
| Kathmere Capital Management, LLC | History | No change | 7,676 | 301 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 7,090 | 283 | 0.04% | 0.04% | 27 | -25 | -0.35% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,868 | 230 | 0.0% | 0.0% | 28 | -1,485 | -20.2% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,119 | 200 | 0.0% | 0.0% | 29 | -552 | -9.73% | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,120 | 83 | 0.03% | — | 30 | +2,120 | New | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 847 | 33 | 0.0% | 0.0% | 31 | +102 | 13.69% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 700 | 27 | 0.0% | — | 32 | +700 | New | Q4 2025 | Feb 17, 2026 |
| Networth Advisors, LLC | History | New | 695 | 27 | 0.02% | — | 33 | +695 | New | Q4 2025 | Jan 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 650 | 25 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 598 | 23 | 0.02% | 0.02% | 35 | +15 | 2.57% | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | No change | 380 | 14 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 231 | 9 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 148 | 5 | 0.0% | 0.0% | 38 | +1 | 0.68% | Q4 2025 | Feb 06, 2026 |
| Noble Wealth Management PBC | History | New | 55 | 2 | 0.0% | — | 39 | +55 | New | Q4 2025 | Jan 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 44 | 1 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,740 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,531 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Great Lakes Retirement, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,235 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Richard W. Paul & Associates, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ASSETMARK, INC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |