SPD

Simplify US Equity PLUS Downside Convexity ETF
$37.41-0.19 (-0.50%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

3.8480025547819064e+185B

Total Value

$1.5000100007483708e+110T

% of Float

Price History

$29.70$32.49$35.27$38.05$40.84Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC384,800$15.0M0.00%Share
2COMMONWEALTH EQUITY SERVICES, LLC255,478$10.0M0.01%Share
3Authentikos Wealth Advisory, LLC190,625$7.5M4.95%Share
4AE Wealth Management LLC180,290$7.1M0.04%Share
5EVOLUTION WEALTH MANAGEMENT INC.114,806$4.5M3.73%Share
6Ironsides Asset Advisors, LLC104,611$4.1M1.04%Share
7Austin Wealth Management, LLC47,934$1.9M0.28%Share
8Lloyd Advisory Services, LLC.47,645$1.9M0.73%Share
9CWM, LLC43,586$1.7M0.00%Share
10Compound Planning, Inc.34,559$1.4M0.04%Share
11Park Edge Advisors, LLC29,031$1.1M0.26%Share
12Steward Partners Investment Advisory, LLC41,493$1.0M0.01%Share
13B.O.S.S. Retirement Advisors, LLC24,339$955K0.30%Share
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC21,727$868K0.00%Share
15Fiduciary Alliance LLC19,252$755K0.05%Share
16HOWARD BAILEY SECURITIES, LLC17,919$703K0.28%Share
17INSIGNEO ADVISORY SERVICES, LLC16,220$636K0.05%Share
18Elevated Capital Advisors, LLC15,304$600K0.14%Share
19Sollinda Capital Management LLC14,197$557K0.14%Share
20McCartney Wealth Management LLC12,708$498K0.43%Share
21LifeWealth Investments, LLC10,977$430K0.14%Share
22Centennial Advisors, LLC8,263$324K0.42%Share
23Dynamic Advisor Solutions LLC8,166$320K0.01%Share
24Kathmere Capital Management, LLC7,676$301K0.02%Share
25Pathway Financial Advisors LLC7,090$283K0.04%Share
26Kingdom Financial Group LLC.2,120$83K0.03%Share
27AE Wealth Management LLC1,304$51K0.00%Share
28Networth Advisors, LLC695$27K0.02%Share
29Quest 10 Wealth Builders, Inc.598$23K0.02%Share
30AE Wealth Management LLC477$18K0.00%Share
31NBC SECURITIES, INC.380$14K0.00%Share
32AE Wealth Management LLC100$3K0.00%Share
33Noble Wealth Management PBC55$2K0.00%Share
34AE Wealth Management LLC66$2K0.00%Share
35Geneos Wealth Management Inc.44$1K0.00%Share
36ROYAL BANK OF CANADA700$00.00%Share
37AE Wealth Management LLC22$00.00%Share
38OSAIC HOLDINGS, INC.5,868$00.00%Share
39Farther Finance Advisors, LLC3$00.00%Share
40ASSETMARK, INC9$00.00%Share
41HighTower Advisors, LLC5,119$00.00%Share
42IFP Advisors, Inc148$00.00%Share
43CIBC Private Wealth Group LLC650$00.00%Share
44AE Wealth Management LLC21$00.00%Share
45ROTHSCHILD INVESTMENT LLC231$00.00%Share
46GTS SECURITIES LLC24,985$00.00%Share
47MORGAN STANLEY735$00.00%Share
48MORGAN STANLEY1$00.00%Share
49MORGAN STANLEY111$00.00%Share
50Allworth Financial LP1$00.00%Share