13F Insight
DOSSIER · 13F Holders · Q1 2026
SPD

SIMPLIFY EXCHANGE TRADED FUN

45 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N202·45 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$62M
visible holders
Holders
45
filers reporting
Concentration
16.91%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

45 institutions reported SPD in Q1 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 16.9% 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
$11M289K0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$9M238K0.00%Q1 202603
Authentikos Wealth Advisory, LLC
CIK 0001967054
$7M198K4.87%Q1 202604
AE Wealth Management LLC
CIK 0001697723
$7M181K0.04%Q1 202605
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$6M136K3.31%Q2 202606
Independent Wealth Advisors LLC
CIK 0002136099
$5M149K5.32%Q1 202607
Ironsides Asset Advisors, LLC
CIK 0001615135
$4M116K1.05%Q1 202608
Austin Wealth Management, LLC
CIK 0002003112
$2M53K0.46%Q2 202609
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M48K0.03%Q1 202610
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2M41K0.01%Q1 202611
Park Edge Advisors, LLC
CIK 0001965659
$1M31K0.27%Q2 202612
Compound Planning, Inc.
CIK 0001978879
$1M35K0.04%Q1 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M28K0.00%Q1 202614
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$904K22K0.24%Q2 202615
Elevated Capital Advisors, LLC
CIK 0001802387
$859K24K0.22%Q1 202616
Fiduciary Alliance LLC
CIK 0001954805
$798K19K0.05%Q2 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$650K18K0.00%Q1 202618
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$640K18K0.26%Q1 202619
INSIGNEO ADVISORY SERVICES, LLC
CIK 0001964958
$590K16K0.04%Q1 202620
ENTREWEALTH, LLC
CIK 0002052200
$531K15K0.24%Q1 2026
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