Who Owns SIMPLIFY EXCHANGE TRADED FUN (SPD)? -- Institutional Holders (2026-06-30)

50 institutions reported holding $64.7M of SIMPLIFY EXCHANGE TRADED FUN (SPD) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($11.9M), Authentikos Wealth Advisory, LLC ($7.5M), AE Wealth Management LLC ($7.4M), Independent Wealth Advisors LLC ($6.2M), EVOLUTION WEALTH MANAGEMENT INC. ($5.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$11.9M287,930Trimmed
2Authentikos Wealth Advisory, LLC$7.5M180,995Trimmed
3AE Wealth Management LLC$7.4M179,266Trimmed
4Independent Wealth Advisors LLC$6.2M149,614Added
5EVOLUTION WEALTH MANAGEMENT INC.$5.6M135,699Added
6Ironsides Asset Advisors, LLC$4.8M115,625Added
7LPL Financial LLC$3.1M74,260Trimmed
8Austin Wealth Management, LLC$2.2M52,668Added
9Steward Partners Investment Advisory, LLC$1.7M41,493Hold
10Lloyd Advisory Services, LLC.$1.7M40,732Added
11SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M32,922Added
12Park Edge Advisors, LLC$1.3M30,756Added
13ENTREWEALTH, LLC$1.0M24,188Added
14Elevated Capital Advisors, LLC$915,22122,064Trimmed
15B.O.S.S. Retirement Advisors, LLC$903,72821,787Trimmed
16Compound Planning, Inc.$827,60919,952Trimmed
17Fiduciary Alliance LLC$797,94819,237Added
18HOWARD BAILEY SECURITIES, LLC$707,72617,062Trimmed
19INSIGNEO ADVISORY SERVICES, LLC$672,80616,220Hold
20OLD MISSION CAPITAL LLC$555,16813,384Trimmed
21O'SHAUGHNESSY ASSET MANAGEMENT, LLC$515,05712,417New
22McCartney Wealth Management LLC$450,39010,858Hold
23Integrated Wealth Management$376,2649,071Added
24Dynamic Advisor Solutions LLC$338,7098,166Hold
25Centennial Advisors, LLC$328,7387,925Added

Source: SEC Form 13F filings · as of 2026-06-30