SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF

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SPD·82889N202·US·ETF·Unknown - Unknown

SPD (SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF) is held by 15 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.

15

Holders

(4 Elite)

$26.6M

Total Value

54% (13)

Consensus

7 buying - 6 selling

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

Smart Money Verdict

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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 15 funds

4 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (15)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	287,930(-0.4%)	$11.9M	0.0%	+16.80%	0
AE Wealth Management LLC	Decreased	179,266(-1.2%)	$7.4M	0.0%	+13.67%	0
LPL Financial LLC	Decreased	74,260(-68.8%)	$3.1M	0.0%	+8.08%	0
Steward Partners Investment Advisory, LLC	Unchanged	41,493	$1.7M	0.0%	+46.59%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	32,922(+19.6%)	$1.4M	0.0%	+8.43%	30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	New	12,417	$515,057	0.0%	+2.03%	33
OSAIC HOLDINGS, INC.	Increased	5,886(+0.7%)	$244,158	0.0%	+32.26%	23
ENVESTNET ASSET MANAGEMENT INC	New	4,862	$201,676	0.0%	+2.03%	35
MORGAN STANLEY	Unchanged	737	$30,583	0.0%	+7.69%	0
ROYAL BANK OF CANADA	Unchanged	700	$29,000	0.0%	+25.10%	0
UBS Group AG	Increased	115(+40.2%)	$4,770	0.0%	+7.44%	13
IWIntegrated Wealth Concepts LLC	New	53	$2,189	0.0%	+2.03%	18
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	25	$1,037	0.0%	+2.03%	17
ASSETMARK, INC	Unchanged	9	$373	0.0%	+6.92%	0
Farther Finance Advisors, LLC	Decreased	3(-99.6%)	$124	0.0%	+9.77%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$649,807	0.0%	+7.60%	0
Allworth Financial LP	Exited	0(-100.0%)	$35	0.0%	+24.45%	0

SPDSIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF

1M3M6M1Y3Y5Y

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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