SIMPLIFY EXCHANGE TRADED FUN

Watch

Share

SPD·82889N202·US·ETF

SPD (SIMPLIFY EXCHANGE TRADED FUN) is held by 14 institutional investors as of Q2 2026. Largest holders: COMMONWEALTH EQUITY SERVICES, LLC ($11.9M), AE Wealth Management LLC ($7.4M), LPL Financial LLC ($3.1M). Net institutional sentiment: Mixed.

14

Holders

(3 Elite)

$26.6M

Total Value

50% (12)

Consensus

6 buying - 6 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)63

Insider (Form 4)45

Activist (13D/13G)28

Congressional (STOCK Act)52

Holder Quality

18

★★★★★

Elite

76

★★★★

Strong

26

★★★

Solid

64

★★

Below

29

★

Weak

Held by 14 funds

3 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SPD.

Top Holders

Top Holders (14)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	287,930(-0.4%)	$11.9M	0.0%	+18.51%	0
AE Wealth Management LLC	Decreased	179,266(-1.2%)	$7.4M	0.0%	+13.28%	0
LPL Financial LLC	Decreased	74,260(-68.8%)	$3.1M	0.0%	+9.82%	0
Steward Partners Investment Advisory, LLC	Unchanged	41,493	$1.7M	0.0%	+49.08%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	32,922(+19.6%)	$1.4M	0.0%	+14.38%	30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	New	12,417	$515,057	0.0%	+2.39%	33
OSAIC HOLDINGS, INC.	Increased	5,886(+0.7%)	$244,158	0.0%	+32.77%	23
ENVESTNET ASSET MANAGEMENT INC	New	4,862	$201,676	0.0%	+2.39%	35
MORGAN STANLEY	Unchanged	737	$30,583	0.0%	+8.40%	0
ROYAL BANK OF CANADA	Unchanged	700	$29,000	0.0%	+26.21%	0
UBS Group AG	Increased	115(+40.2%)	$4,770	0.0%	+12.44%	13
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	25	$1,037	0.0%	+2.39%	17
ASSETMARK, INC	Unchanged	9	$373	0.0%	+8.74%	0
Farther Finance Advisors, LLC	Decreased	3(-99.6%)	$124	0.0%	+14.30%	0
Allworth Financial LP	Exited	0(-100.0%)	$35	0.0%	+26.23%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$649,807	0.0%	+14.33%	0

SPDSIMPLIFY EXCHANGE TRADED FUN

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Similar stocks

FISVFISERV INC

336 holders · $21.1B

SPYSTATE STR SPDR S&P 500 ETF T

296 holders · $348.5B

IVVISHARES TR

263 holders · $566.9B

QQQINVESCO QQQ TR

246 holders · $125.8B

VOOVANGUARD INDEX FDS

246 holders · $265B

IWMISHARES TR

242 holders · $68.1B

GLDSPDR GOLD TR

238 holders · $33.2B

XLFSELECT SECTOR SPDR TR

225 holders · $31.5B

XLESELECT SECTOR SPDR TR

223 holders · $17.3B

EFAISHARES TR

221 holders · $47.1B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer