As of 31 Dec 2025, 41 institutional investors reported holding 1,668,579 shares of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,668,579 | $65,545,981 | +$14,409,332 | $39.26 | 41 |
| 2025 Q3 | 1,322,230 | $52,220,346 | +$4,002,089 | $39.51 | 40 |
| 2025 Q2 | 1,222,760 | $46,352,548 | -$19,991,509 | $38.02 | 43 |
| 2025 Q1 | 1,785,926 | $55,781,754 | -$41,848,004 | $30.93 | 39 |
| 2024 Q4 | 3,084,692 | $103,022,963 | +$49,850,614 | $33.37 | 46 |
| 2024 Q3 | 1,595,509 | $53,151,237 | -$18,837,664 | $33.47 | 34 |
| 2024 Q2 | 2,174,132 | $70,297,045 | +$14,647,164 | $32.32 | 39 |
| 2024 Q1 | 1,722,640 | $53,610,657 | +$3,567,305 | $31.09 | 29 |
| 2023 Q4 | 1,622,596 | $47,001,408 | -$12,376,796 | $28.74 | 35 |
| 2023 Q3 | 2,132,809 | $56,118,097 | +$4,344,817 | $26.22 | 38 |
| 2023 Q2 | 1,830,405 | $50,002,195 | -$23,025,613 | $27.31 | 37 |
| 2023 Q1 | 2,804,818 | $71,651,924 | -$77,678,922 | $25.58 | 39 |
| 2022 Q4 | 5,998,633 | $145,725,193 | -$135,810,712 | $24.25 | 43 |
| 2022 Q3 | 11,276,689 | $297,726,000 | +$18,168,372 | $26.45 | 51 |
| 2022 Q2 | 10,582,394 | $279,843,735 | +$53,499,367 | $26.47 | 63 |
| 2022 Q1 | 8,001,980 | $250,810,998 | -$4,648,955 | $31.34 | 56 |
| 2021 Q4 | 8,531,639 | $283,676,403 | +$30,527,112 | $33.26 | 52 |
| 2021 Q3 | 7,339,617 | $223,403,842 | +$45,918,046 | $30.43 | 40 |
| 2021 Q2 | 5,781,328 | $175,236,000 | +$66,213,302 | $30.31 | 22 |
| 2021 Q1 | 3,612,925 | $102,131,000 | +$82,490,103 | $28.24 | 22 |
| 2020 Q4 | 676,152 | $18,240,000 | +$16,712,000 | $26.90 | 7 |
| 2020 Q3 | 63,262 | $1,528,000 | +$1,528,000 | $24.15 | 1 |