SPD

Simplify US Eqty Plus Down

-$10.2M

Net Activity

Institutions Holding

43

Popularity Rank

#6368

Avg Weight

0.41%

Total Value

$62.7M

Ownership Trend

43 institutions currently hold SPD, with 15 net buyers and 22 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

22

Net Buying Institutions

15

Key Holders

Key Holders

Top 5 by Value

CE
Commonwealth Equity Services, LLC
$10.5M
LF
LPL Financial LLC
$8.7M
AW
Authentikos Wealth Advisory, LLC
$7.2M
AW
AE Wealth Management LLC
$6.6M
IW
Independent Wealth Advisors LLC
$5.4M

Top 5 by Conviction

IW
Independent Wealth Advisors LLC
5.32%
AW
Authentikos Wealth Advisory, LLC
4.87%
EW
Evolution Wealth Management INC.
3.48%
IA
Ironsides Asset Advisors, LLC
1.05%
AW
Austin Wealth Management, LLC
0.40%
View all 43 holding institutions

Quarterly Activity

Recent Activity

+$39.8M

Total Buy Value

$33.5M

Total Sell Value

New buy6
Trim16
Add9
Sold out6

15

Net Buyers

22

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SIMPLIFY US EQTY PLUS DOWN (SPD)?
Major stakeholders currently include Commonwealth Equity Services, LLC ($10.5M), LPL Financial LLC ($8.7M), Authentikos Wealth Advisory, LLC ($7.2M). Based on the latest 13F filings, there are a total of 43 tracked investment funds and institutions maintaining positions in SPD.
What is the overall institutional sentiment toward SPD recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $10.2M, driven by 15 managers accumulating shares while 22 reduced their exposure.
Which institutions have been selling or reducing their SPD positions?
In the latest period, 16 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $33.5M.
Are there any notable investors adding SPD to their portfolios?
Yes, buying activity remains notable. 6 institutions opened new positions in {ticker}, and 9 existing holders added to their shares. The total reported buy value for the quarter amounted to $39.8M.

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