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 | No change | 287,930 | 11,943 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Authentikos Wealth Advisory, LLC | History | No change | 180,995 | 7,507 | 4.79% | 4.79% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 179,266 | 7,435 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Independent Wealth Advisors LLC | History | No change | 149,614 | 6,205 | 5.61% | 5.61% | 4 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 135,699 | 5,628 | 3.31% | 3.31% | 5 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 115,625 | 4,796 | 1.12% | 1.12% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 74,260 | 3,080 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Austin Wealth Management, LLC | History | No change | 52,668 | 2,167 | 0.46% | 0.46% | 8 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 41,493 | 1,721 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 40,732 | 1,689 | 0.65% | 0.65% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 32,922 | 1,365 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Edge Advisors, LLC | History | No change | 30,756 | 1,275 | 0.27% | 0.27% | 12 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ENTREWEALTH, LLC | History | No change | 24,188 | 1,031 | 0.38% | 0.38% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 22,064 | 915 | 0.25% | 0.25% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 21,787 | 903 | 0.24% | 0.24% | 15 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Compound Planning, Inc. | History | No change | 19,952 | 827 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fiduciary Alliance LLC | History | No change | 19,237 | 797 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 17,062 | 707 | 0.27% | 0.27% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 16,220 | 672 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 13,384 | 555 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 12,417 | 515 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McCartney Wealth Management LLC | History | No change | 10,858 | 450 | 0.34% | 0.34% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Management | History | No change | 9,071 | 376 | 0.4% | 0.4% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 8,166 | 338 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Centennial Advisors, LLC | History | No change | 7,925 | 328 | 0.39% | 0.39% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 7,806 | 323 | 0.14% | 0.14% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LifeWealth Investments, LLC | History | No change | 6,722 | 278 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,886 | 244 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,862 | 201 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| IFG Advisory, LLC | History | No change | 2,817 | 116 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Montgomery Financial Services LLC | History | No change | 2,435 | 101 | 0.09% | 0.09% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1,766 | 73 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 737 | 30 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 700 | 29 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Networth Advisors, LLC | History | No change | 614 | 25 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 231 | 9 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 199 | 8 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | No change | 148 | 6 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UBS Group AG | History | No change | 115 | 4 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Decker Retirement Planning Inc. | History | No change | 115 | 4 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Noble Wealth Management PBC | History | No change | 55 | 2 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 25 | 1 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 45 | 1 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |