Simplify US Eqty Plus Down
$42.19+0.7%
-$6.1M
Net Activity
-9.48% total shares
Institutions Holding
46
Popularity Rank
#6381
Avg Weight
0.41%
Total Value
$64.7M
46 institutions currently hold SPD, with 21 net buyers and 18 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
18
Net Buying Institutions
21
Top 5 by Value
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Across its top 20 institutional holders, SPD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 14/100, avg. turnover score 28/100).
SPD ranks #6381 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
SPD is a top-conviction position for Independent Wealth Advisors LLC — at 5.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SPD belongs to Commonwealth Equity Services, LLC, but the position matters far more to Independent Wealth Advisors LLC, who has 5.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Commonwealth Equity Services, LLC has added to its SPD position for two straight quarters, increasing it by $1.9M to reach $11.9M today.
LPL Financial LLC has trimmed its SPD position for two straight quarters, cutting it by $12.0M while still holding $3.1M.
SPD is up 0.7% today, but institutions show net selling of $6.1M this quarter — a divergence between today's price move and the underlying institutional flow.
+$3.9M
Total Buy Value
$10.6M
Total Sell Value
21
Net Buyers
18
Net Sellers
SPD
Q2 2026
Top 5 Institutional Movers
-$5.6M
+$1.6M
+$1.4M
-$1.2M
+$872.1K
SPD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
82889N202
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,323
Total reported value
$864.3B
Held by 4323 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,231
Total reported value
$346.4B
Held by 4231 institutions — one of the most-tracked stocks on AlphaSMO
Access SPD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SPDCLI
npx alphasmo stocks get SPD