SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD)

CUSIP: 82889N202

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / US EQT PLS DWNSD
Total 13F shares
1,222,760
Share change
-657,917
Total reported value
$46,352,548
Price per share
$38.02
Number of holders
43
Value change
-$19,991,509
Number of buys
19
Number of sells
20

Quarterly Holders Quick Answers

What is CUSIP 82889N202?
CUSIP 82889N202 identifies SPD - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of SPD - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) as of Q2 2025

As of 30 Jun 2025, SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) was held by 43 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,222,760 shares. The largest 10 holders included Authentikos Wealth Advisory, LLC, AE Wealth Management LLC, COMMONWEALTH EQUITY SERVICES, LLC, EVOLUTION WEALTH MANAGEMENT INC., Ironsides Asset Advisors, LLC, Compound Planning, Inc., Austin Wealth Management, LLC, Lloyd Advisory Services, LLC., OLD MISSION CAPITAL LLC, and B.O.S.S. Retirement Advisors, LLC. This page lists 43 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
39
Q2 2025 holders
43
Holder diff
4
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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