Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
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Equity / US EQT PLS DWNSD
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Number of holders
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43
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Total 13F shares, excl. options
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1.22M
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Shares change
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-658K
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Total reported value, excl. options
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$46.4M
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Value change
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-$20M
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Number of buys
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19
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Number of sells
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-20
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Price
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$38.02
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) as of Q2 2025
53 filings reported holding SPD - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD as of Q2 2025.
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) has 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.22M shares
.
Largest 10 shareholders include Authentikos Wealth Advisory, LLC (190K shares), AE Wealth Management LLC (185K shares), COMMONWEALTH EQUITY SERVICES, LLC (144K shares), EVOLUTION WEALTH MANAGEMENT INC. (94.8K shares), Ironsides Asset Advisors, LLC (83.3K shares), Compound Planning, Inc. (61.4K shares), Austin Wealth Management, LLC (54.8K shares), Lloyd Advisory Services, LLC. (45.8K shares), OLD MISSION CAPITAL LLC (44.3K shares), and B.O.S.S. Retirement Advisors, LLC (42.6K shares).
This table shows the top 43 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.