Simplify Exchange Traded Funds - SPD
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 288,992 | 10,510 | 0.01% | 0.01% | 1 | +33,514 | 13.12% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Reduced | 238,299 | 8,666 | 0.0% | 0.0% | 2 | -146,501 | -38.07% | Q1 2026 | May 06, 2026 |
| Authentikos Wealth Advisory, LLC | History | Added to | 198,213 | 7,208 | 4.87% | 4.95% | 3 | +7,588 | 3.98% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 181,383 | 6,596 | 0.04% | 0.04% | 4 | -897 | -0.49% | Q1 2026 | May 13, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 148,884 | 5,414 | 5.32% | 5.87% | 5 | +5,613 | 3.92% | Q1 2026 | May 22, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 130,790 | 4,756 | 3.48% | 3.73% | 6 | +15,984 | 13.92% | Q1 2026 | Apr 27, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 115,605 | 4,204 | 1.05% | 1.04% | 7 | +10,994 | 10.51% | Q1 2026 | May 11, 2026 |
| Austin Wealth Management, LLC | History | Added to | 48,146 | 1,764 | 0.4% | 0.28% | 8 | +212 | 0.44% | Q1 2026 | Apr 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 48,047 | 1,747 | 0.03% | — | 9 | +48,047 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 41,493 | 1,509 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Compound Planning, Inc. | History | No change | 34,559 | 1,256 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Park Edge Advisors, LLC | History | Added to | 29,794 | 1,083 | 0.25% | 0.26% | 12 | +763 | 2.63% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 27,537 | 1,001 | 0.0% | — | 13 | +27,537 | New | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 23,631 | 859 | 0.22% | 0.14% | 14 | +8,327 | 54.41% | Q1 2026 | Apr 30, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 22,244 | 809 | 0.25% | 0.3% | 15 | -2,095 | -8.61% | Q1 2026 | Apr 28, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 19,235 | 747 | 0.05% | 0.05% | 16 | -17 | -0.09% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 17,867 | 649 | 0.0% | — | 17 | +17,867 | New | Q1 2026 | May 12, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 17,606 | 640 | 0.26% | 0.28% | 18 | -313 | -1.75% | Q1 2026 | Apr 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 16,220 | 589 | 0.04% | 0.05% | 19 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ENTREWEALTH, LLC | History | New | 14,606 | 531 | 0.24% | — | 20 | +14,606 | New | Q1 2026 | May 14, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 10,858 | 394 | 0.33% | 0.43% | 21 | -1,850 | -14.56% | Q1 2026 | May 11, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 8,904 | 323 | 0.1% | 0.14% | 22 | -2,073 | -18.88% | Q1 2026 | Apr 20, 2026 |
| Integrated Wealth Management | History | Reduced | 8,811 | 320 | 0.37% | 0.4% | 23 | -229 | -2.53% | Q1 2026 | Apr 22, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 8,166 | 296 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Centennial Advisors, LLC | History | Reduced | 7,881 | 286 | 0.36% | 0.42% | 25 | -382 | -4.62% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,847 | 212 | 0.0% | 0.0% | 26 | -21 | -0.36% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,885 | 68 | 0.02% | 0.73% | 27 | -45,760 | -96.04% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 1,885 | 68 | 0.02% | 0.03% | 28 | -235 | -11.08% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 1,340 | 48 | 0.0% | 0.0% | 29 | -42,246 | -96.93% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 737 | 26 | 0.0% | 0.0% | 30 | -110 | -12.99% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 693 | 25 | 0.0% | — | 33 | +690 | 23000.0% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 700 | 25 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 650 | 25 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Networth Advisors, LLC | History | Reduced | 619 | 22 | 0.02% | 0.02% | 34 | -76 | -10.94% | Q1 2026 | Apr 22, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 580 | 21 | 0.02% | 0.02% | 35 | -18 | -3.01% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 380 | 13 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 231 | 8 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | No change | 148 | 5 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | New | 82 | 2 | 0.0% | — | 40 | +82 | New | Q1 2026 | May 05, 2026 |
| Noble Wealth Management PBC | History | No change | 55 | 2 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 17 | 1 | 0.0% | — | 42 | +17 | New | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | No change | 44 | 1 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,985 | -100.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,727 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Sollinda Capital Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -14,197 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Kathmere Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,676 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Pathway Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,090 | -100.0% | Q1 2026 | Apr 07, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,119 | -100.0% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |