Vault-13

SIMPLIFY EXCHANGE TRADED FUN SPD

US EQT PLS DWNSD · ETP · CUSIP 82889N202

43 institutional holders -1 vs Q4 2025
1,721,1841.7m shares reported held*
$62.7mreported value*
5 new 9 added 16 reduced 6 sold out net sold ≈ $4.8m (-131.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($66.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $36.41.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 53Q4 22: 45Q1 23: 40Q2 23: 39Q3 23: 39Q4 23: 36Q1 24: 30Q2 24: 40Q3 24: 35Q4 24: 47Q1 25: 41Q2 25: 44Q3 25: 40Q4 25: 44Q1 26: 4343Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202253
Q4 202245
Q1 202340
Q2 202339
Q3 202339
Q4 202336
Q1 202430
Q2 202440
Q3 202435
Q4 202447
Q1 202541
Q2 202544
Q3 202540
Q4 202544
Q1 202643

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 24: 18 bought or addedQ2 24: 15 cut or sold outQ3 24: 12 bought or addedQ3 24: 22 cut or sold outQ3 24Q4 24: 21 bought or addedQ4 24: 18 cut or sold outQ1 25: 23 bought or addedQ1 25: 23 cut or sold outQ1 25Q2 25: 19 bought or addedQ2 25: 19 cut or sold outQ3 25: 16 bought or addedQ3 25: 19 cut or sold outQ3 25Q4 25: 15 bought or addedQ4 25: 19 cut or sold outQ1 26: 14 bought or addedQ1 26: 22 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241815
Q3 20241222
Q4 20242118
Q1 20252323
Q2 20251919
Q3 20251619
Q4 20251519
Q1 20261422

Biggest buyers

OLD MISSION CAPITAL LLC New +48,047+48.0k
COMMONWEALTH EQUITY SERVICES, LLC Added +33,514+33.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +27,537+27.5k
JANE STREET GROUP, LLC New +17,867+17.9k
EVOLUTION WEALTH MANAGEMENT INC. Added +15,984+16.0k
ENTREWEALTH, LLC New +14,606+14.6k
Ironsides Asset Advisors, LLC Added +10,994+11.0k
Elevated Capital Advisors, LLC Added +8,327+8.3k
Authentikos Wealth Advisory, LLC Added +7,588+7.6k
Independent Wealth Advisors LLC Added +5,613+5.6k

Biggest sellers

LPL Financial LLC Reduced -146,501-146.5k
Lloyd Advisory Services, LLC. Reduced -45,760-45.8k
CWM, LLC Reduced -42,246-42.2k
GTS SECURITIES LLC Sold out -24,985-25.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -21,727-21.7k
Sollinda Capital Management LLC Sold out -14,197-14.2k
Kathmere Capital Management, LLC Sold out -7,676-7.7k
Pathway Financial Advisors LLC Sold out -7,090-7.1k
HighTower Advisors, LLC Sold out -5,119-5.1k
B.O.S.S. Retirement Advisors, LLC Reduced -2,095-2.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 288,992289.0k $10.5m $10.5m 0.01% Added +33.5k +33,514
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 238,299238.3k $8.7m $8.7m 0.00% Reduced -146.5k -146,501
3 Authentikos Wealth Advisory, LLC 4.87% of their portfolio MORGAN HILL, CA 198,213198.2k $7.2m $7.2m 4.87% Added +7.6k +7,588
4 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 181,383181.4k $6.6m $6.6m 0.04% Reduced -897 -897
5 Independent Wealth Advisors LLC 5.32% of their portfolio CARY, NC 148,884148.9k $5.4m $5.4m 5.32% Added +5.6k +5,613
6 EVOLUTION WEALTH MANAGEMENT INC. 3.48% of their portfolio FORT MYERS, FL 130,790130.8k $4.8m $4.8m 3.48% Added +16.0k +15,984
7 Ironsides Asset Advisors, LLC 1.05% of their portfolio ROCKY MOUNT, NC 115,605115.6k $4.2m $4.2m 1.05% Added +11.0k +10,994
8 Austin Wealth Management, LLC 0.40% of their portfolio Austin, TX 48,14648.1k $1.8m $1.8m 0.40% Added +212 +212
9 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 48,04748.0k $1.7m $1.7m 0.04% New
10 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 41,49341.5k $1.5m $1.5m 0.01% Unchanged
11 Compound Planning, Inc. 0.04% of their portfolio NEW YORK, NY 34,55934.6k $1.3m $1.3m 0.04% Unchanged
12 Park Edge Advisors, LLC 0.25% of their portfolio Cleveland, OH 29,79429.8k $1.1m $1.1m 0.25% Added +763 +763
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,53727.5k $1.0m $1.0m 0.00% New
14 Elevated Capital Advisors, LLC 0.22% of their portfolio SANDY, UT 23,63123.6k $859.5k $859.5k 0.22% Added +8.3k +8,327
15 B.O.S.S. Retirement Advisors, LLC 0.25% of their portfolio Lehi, UT 22,24422.2k $809.0k $809.0k 0.25% Reduced -2.1k -2,095
16 Fiduciary Alliance LLC 0.05% of their portfolio GREENVILLE, SC 19,23519.2k $747.6k $747.6k 0.05% Reduced -17 -17
17 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,86717.9k $649.8k $649.8k 0.00% New
18 HOWARD BAILEY SECURITIES, LLC 0.26% of their portfolio FORT WAYNE, IN 17,60617.6k $640.3k $640.3k 0.26% Reduced -313 -313
19 INSIGNEO ADVISORY SERVICES, LLC 0.04% of their portfolio MIAMI, FL 16,22016.2k $589.9k $589.9k 0.04% Unchanged
20 ENTREWEALTH, LLC 0.24% of their portfolio AUSTIN, TX 14,60614.6k $531.2k $531.2k 0.24% New
21 McCartney Wealth Management LLC 0.33% of their portfolio CLAYTON, MO 10,85810.9k $394.9k $394.9k 0.33% Reduced -1.9k -1,850
22 LifeWealth Investments, LLC 0.10% of their portfolio WINTER GARDEN, FL 8,9048.9k $323.8k $323.8k 0.10% Reduced -2.1k -2,073
23 Integrated Wealth Management 0.37% of their portfolio UNIONTOWN, OH 8,8118.8k $320.5k $320.5k 0.37% Reduced -229 -229
24 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 8,1668.2k $297.0k $297.0k 0.01% Unchanged
25 Centennial Advisors, LLC 0.36% of their portfolio AUSTIN, TX 7,8817.9k $286.6k $286.6k 0.36% Reduced -382 -382
26 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,8475.8k $212.7k $212.7k 0.00% Reduced -21 -21
27 Lloyd Advisory Services, LLC. 0.02% of their portfolio SUWANEE, GA 1,8851.9k $68.6k $68.6k 0.02% Reduced -45.8k -45,760
28 Kingdom Financial Group LLC. 0.02% of their portfolio PEORIA, AZ 1,8851.9k $68.6k $68.6k 0.02% Reduced -235 -235
29 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,3401.3k $48.7k $48.7k 0.00% Reduced -42.2k -42,246
30 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 737737 $26.8k $26.8k 0.00% Reduced -110 -110
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 700700 $25.0k $25.0k 0.00% Unchanged
32 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 693693 $25.4k $25.4k 0.00% Added +690 +690
33 Networth Advisors, LLC 0.02% of their portfolio CANONSBURG, PA 619619 $22.5k $22.5k 0.02% Reduced -76 -76
34 Quest 10 Wealth Builders, Inc. 0.02% of their portfolio Fuquay-Varina, VA 580580 $21.1k $21.1k 0.02% Reduced -18 -18
35 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 380380 $13.8k $13.8k 0.00% Unchanged
36 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 231231 $8.4k $8.4k 0.00% Unchanged
37 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 148148 $5.4k $5.4k 0.00% Unchanged
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 8282 $3.0k $3.0k 0.00% New
39 Noble Wealth Management PBC 0.00% of their portfolio GREENWOOD VILLAGE, CO 5555 $2.0k $2.0k 0.00% Unchanged
40 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 4444 $1.6k $1.6k 0.00% Unchanged
41 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 1717 $1.0k $1.0k 0.00% Not comparable
42 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 99 $327 $327 0.00% Unchanged
43 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 11 $35 $35 0.00% Unchanged