13F Insight
DOSSIER · 13F Holders · Q2 2026
SPD

SIMPLIFY EXCHANGE TRADED FUN

51 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N202·51 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$61M
visible holders
Holders
51
filers reporting
Concentration
19.48%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

51 institutions reported SPD in Q2 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 19.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M288K0.01%Q2 202602
Authentikos Wealth Advisory, LLC
CIK 0001967054
$8M181K4.79%Q2 202603
AE Wealth Management LLC
CIK 0001697723
$7M179K0.03%Q2 202604
Independent Wealth Advisors LLC
CIK 0002136099
$6M150K5.62%Q2 202605
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$6M136K3.31%Q2 202606
Ironsides Asset Advisors, LLC
CIK 0001615135
$5M116K1.12%Q2 202607
LPL Financial LLC
CIK 0001403438
$3M74K0.00%Q2 202608
Austin Wealth Management, LLC
CIK 0002003112
$2M53K0.46%Q2 202609
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2M41K0.01%Q2 202610
Lloyd Advisory Services, LLC.
CIK 0001802474
$2M41K0.65%Q2 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M33K0.00%Q2 202612
Park Edge Advisors, LLC
CIK 0001965659
$1M31K0.27%Q2 202613
ENTREWEALTH, LLC
CIK 0002052200
$1M24K0.38%Q2 202614
Elevated Capital Advisors, LLC
CIK 0001802387
$915K22K0.25%Q2 202615
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$904K22K0.24%Q2 202616
Compound Planning, Inc.
CIK 0001978879
$828K20K0.02%Q2 202617
Fiduciary Alliance LLC
CIK 0001954805
$798K19K0.05%Q2 202618
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$708K17K0.27%Q2 202619
INSIGNEO ADVISORY SERVICES, LLC
CIK 0001964958
$673K16K0.03%Q2 202620
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$650K18K0.00%Q1 2026
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