Vault-13

SIMPLIFY EXCHANGE TRADED FUN SPD

US EQT PLS DWNSD · ETP · CUSIP 82889N202

46 institutional holders +3 vs Q1 2026
1,557,6791.6m shares reported held*
$64.6mreported value*
7 new 14 added 14 reduced 3 sold out net sold ≈ $6.8m (-164.5k 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 ($81.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $41.49.

Trends to Q2 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: 43Q2 26: 4646Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202646

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 12 bought or addedQ3 24: 22 cut or sold outQ4 24: 21 bought or addedQ4 24: 18 cut or sold outQ4 24Q1 25: 23 bought or addedQ1 25: 23 cut or sold outQ2 25: 19 bought or addedQ2 25: 19 cut or sold outQ2 25Q3 25: 16 bought or addedQ3 25: 19 cut or sold outQ4 25: 15 bought or addedQ4 25: 19 cut or sold outQ4 25Q1 26: 14 bought or addedQ1 26: 22 cut or sold outQ2 26: 21 bought or addedQ2 26: 17 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241222
Q4 20242118
Q1 20252323
Q2 20251919
Q3 20251619
Q4 20251519
Q1 20261422
Q2 20262117

Biggest buyers

Lloyd Advisory Services, LLC. Added +38,847+38.8k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC New +12,417+12.4k
ENTREWEALTH, LLC Added +9,582+9.6k
TOUNJIAN ADVISORY PARTNERS, LLC New +7,806+7.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +5,385+5.4k
EVOLUTION WEALTH MANAGEMENT INC. Added +4,909+4.9k
ENVESTNET ASSET MANAGEMENT INC New +4,862+4.9k
Austin Wealth Management, LLC Added +4,522+4.5k
IFG Advisory, LLC New +2,817+2.8k
Park Edge Advisors, LLC Added +962+962

Biggest sellers

LPL Financial LLC Reduced -164,039-164.0k
OLD MISSION CAPITAL LLC Reduced -34,663-34.7k
JANE STREET GROUP, LLC Sold out -17,867-17.9k
Authentikos Wealth Advisory, LLC Reduced -17,218-17.2k
Compound Planning, Inc. Reduced -14,607-14.6k
LifeWealth Investments, LLC Reduced -2,182-2.2k
AE Wealth Management LLC Reduced -2,117-2.1k
Elevated Capital Advisors, LLC Reduced -1,567-1.6k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -1,062-1.1k
Farther Finance Advisors, LLC Reduced -690-690

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 287,930287.9k $11.9m $11.9m 0.02% Reduced -1.1k -1,062
2 Authentikos Wealth Advisory, LLC 4.79% of their portfolio MORGAN HILL, CA 180,995181.0k $7.5m $7.5m 4.79% Reduced -17.2k -17,218
3 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 179,266179.3k $7.4m $7.4m 0.03% Reduced -2.1k -2,117
4 Independent Wealth Advisors LLC 5.62% of their portfolio CARY, NC 149,614149.6k $6.2m $6.2m 5.62% Added +730 +730
5 EVOLUTION WEALTH MANAGEMENT INC. 3.31% of their portfolio FORT MYERS, FL 135,699135.7k $5.6m $5.6m 3.31% Added +4.9k +4,909
6 Ironsides Asset Advisors, LLC 1.12% of their portfolio ROCKY MOUNT, NC 115,625115.6k $4.8m $4.8m 1.12% Added +20 +20
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 74,26074.3k $3.1m $3.1m 0.00% Reduced -164.0k -164,039
8 Austin Wealth Management, LLC 0.46% of their portfolio Austin, TX 52,66852.7k $2.2m $2.2m 0.46% Added +4.5k +4,522
9 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 41,49341.5k $1.7m $1.7m 0.01% Unchanged
10 Lloyd Advisory Services, LLC. 0.65% of their portfolio SUWANEE, GA 40,73240.7k $1.7m $1.7m 0.65% Added +38.8k +38,847
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 32,92232.9k $1.4m $1.4m 0.00% Added +5.4k +5,385
12 Park Edge Advisors, LLC 0.27% of their portfolio Cleveland, OH 30,75630.8k $1.3m $1.3m 0.27% Added +962 +962
13 ENTREWEALTH, LLC 0.38% of their portfolio AUSTIN, TX 24,18824.2k $1.0m $1.0m 0.38% Added +9.6k +9,582
14 Elevated Capital Advisors, LLC 0.25% of their portfolio SANDY, UT 22,06422.1k $915.2k $915.2k 0.25% Reduced -1.6k -1,567
15 B.O.S.S. Retirement Advisors, LLC 0.24% of their portfolio Lehi, UT 21,78721.8k $903.7k $903.7k 0.24% Reduced -457 -457
16 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 19,95220.0k $827.6k $827.6k 0.02% Reduced -14.6k -14,607
17 Fiduciary Alliance LLC 0.05% of their portfolio GREENVILLE, SC 19,23719.2k $797.9k $797.9k 0.05% Added +2 +2
18 HOWARD BAILEY SECURITIES, LLC 0.27% of their portfolio FORT WAYNE, IN 17,06217.1k $707.7k $707.7k 0.27% Reduced -544 -544
19 INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio MIAMI, FL 16,22016.2k $672.8k $672.8k 0.03% Unchanged
20 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 13,38413.4k $555.2k $555.2k 0.01% Reduced -34.7k -34,663
21 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 12,41712.4k $515.1k $515.1k 0.00% New
22 McCartney Wealth Management LLC 0.34% of their portfolio CLAYTON, MO 10,85810.9k $450.4k $450.4k 0.34% Unchanged
23 Integrated Wealth Management 0.40% of their portfolio UNIONTOWN, OH 9,0719.1k $376.3k $376.3k 0.40% Added +260 +260
24 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 8,1668.2k $338.7k $338.7k 0.01% Unchanged
25 Centennial Advisors, LLC 0.39% of their portfolio AUSTIN, TX 7,9257.9k $328.7k $328.7k 0.39% Added +44 +44
26 TOUNJIAN ADVISORY PARTNERS, LLC 0.14% of their portfolio FORT MYERS, FL 7,8067.8k $323.8k $323.8k 0.14% New
27 LifeWealth Investments, LLC 0.07% of their portfolio WINTER GARDEN, FL 6,7226.7k $278.8k $278.8k 0.07% Reduced -2.2k -2,182
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,8865.9k $244.2k $244.2k 0.00% Added +39 +39
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 4,8624.9k $201.7k $201.7k 0.00% New
30 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 2,8172.8k $116.9k $116.9k 0.00% New
31 Montgomery Financial Services LLC 0.09% of their portfolio OCEAN CITY, MD 2,4352.4k $101.0k $101.0k 0.09% First filing
32 Kingdom Financial Group LLC. 0.02% of their portfolio PEORIA, AZ 1,7661.8k $73.3k $73.3k 0.02% Reduced -119 -119
33 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 737737 $30.6k $30.6k 0.00% Unchanged
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 700700 $29.0k $29.0k 0.00% Unchanged
35 Networth Advisors, LLC 0.01% of their portfolio CANONSBURG, PA 614614 $25.5k $25.5k 0.01% Reduced -5 -5
36 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 231231 $9.6k $9.6k 0.00% Unchanged
37 Quest 10 Wealth Builders, Inc. 0.01% of their portfolio Fuquay-Varina, VA 199199 $8.3k $8.3k 0.01% Reduced -381 -381
38 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 148148 $6.1k $6.1k 0.00% Unchanged
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 115115 $4.8k $4.8k 0.00% Added +33 +33
40 Decker Retirement Planning Inc. 0.00% of their portfolio LEVI, UT 115115 $4.8k $4.8k 0.00% New
41 Noble Wealth Management PBC 0.00% of their portfolio GREENWOOD VILLAGE, CO 5555 $2.3k $2.3k 0.00% Unchanged
42 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5353 $2.2k $2.2k 0.00% New
43 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 4545 $1.8k $1.8k 0.00% Added +1 +1
44 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2525 $1.0k $1.0k 0.00% New
45 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 99 $373 $373 0.00% Unchanged
46 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 33 $124 $124 0.00% Reduced -690 -690