Simplify US Eqty Plus Down (SPD)

CUSIP: 82889N202 | NYSE | 155 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Commonwealth Equity Services, LLC295,391

0.0% of portfolio$12.3M

Independent Wealth Advisors LLC150,233

5.2% of portfolio$6.2M

Evolution Wealth Management Inc.137,684

3.3% of portfolio$5.7M

Ironsides Asset Advisors, LLC114,054

1.1% of portfolio$4.7M

Lloyd Advisory Services, Llc.39,891

0.6% of portfolio$1.7M

Elevated Capital Advisors, LLC21,028

0.3% of portfolio$872.9K

B.O.S.S. Retirement Advisors, LLC20,408

0.2% of portfolio$847.2K

Fiduciary Alliance LLC19,190

0.1% of portfolio$796.6K

Howard Bailey Securities, LLC16,227

0.3% of portfolio$673.6K

Integrated Wealth Management8,885

0.4% of portfolio$368.8K

Dynamic Advisor Solutions LLC8,166

0.0% of portfolio$339.0K

Centennial Advisors, LLC7,344

0.4% of portfolio$304.8K

Tounjian Advisory Partners, LLC7,254

0.1% of portfolio$301.1K

Montgomery Financial Services LLC2,247

0.1% of portfolio$93.3K

Kingdom Financial Group Llc.1,681

0.0% of portfolio$69.8K

Networth Advisors, LLC640

0.0% of portfolio$26.6K

Quest 10 Wealth Builders, Inc.199

0.0% of portfolio$8.3K

IFP Advisors, Inc149

0.0% of portfolio$6.2K

Decker Retirement Planning Inc.115

0.0% of portfolio$4.8K

EverSource Wealth Advisors, LLC115

0.0% of portfolio$4.8K

Noble Wealth Management PBC55

0.0% of portfolio$2.3K

Assetmark, Inc9

0.0% of portfolio$374

Farther Finance Advisors, LLC3

0.0% of portfolio$125

				Style	Turnover	Location	Filed
Commonwealth Equity Services, LLC	295,391	$12.3M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Independent Wealth Advisors LLC	150,233	$6.2M	5.2%	ETF	Low	Cary, NC	2026-10-27
Evolution Wealth Management Inc.	137,684	$5.7M	3.3%	ETF	Medium	Fort Myers, FL	2026-10-28
Ironsides Asset Advisors, LLC	114,054	$4.7M	1.1%	ETF	Very Low	Rocky Mount, NC	2026-10-20
Lloyd Advisory Services, Llc.	39,891	$1.7M	0.6%	ETF	Very High	Suwanee, GA	2026-11-02
Elevated Capital Advisors, LLC	21,028	$872.9K	0.3%	ETF	Medium	Sandy, UT	2026-11-04
B.O.S.S. Retirement Advisors, LLC	20,408	$847.2K	0.2%	ETF	Medium	Lehi, UT	2026-10-26
Fiduciary Alliance LLC	19,190	$796.6K	0.1%	Core	Medium	Greenville, SC	2026-10-13
Howard Bailey Securities, LLC	16,227	$673.6K	0.3%	ETF	Medium	Fort Wayne, IN	2026-10-27
Integrated Wealth Management	8,885	$368.8K	0.4%	ETF	High	Uniontown, OH	2026-10-19
Dynamic Advisor Solutions LLC	8,166	$339.0K	0.0%	ETF	Low	Phoenix, AZ	2026-10-13
Centennial Advisors, LLC	7,344	$304.8K	0.4%	ETF	High	Austin, TX	2026-10-21
Tounjian Advisory Partners, LLC	7,254	$301.1K	0.1%	Growth	High	Fort Myers, FL	2026-11-04
Montgomery Financial Services LLC	2,247	$93.3K	0.1%	ETF	N/A	Ocean City, MD	2026-11-03
Kingdom Financial Group Llc.	1,681	$69.8K	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Networth Advisors, LLC	640	$26.6K	0.0%	ETF	Medium	Canonsburg, PA	2026-11-03
Quest 10 Wealth Builders, Inc.	199	$8.3K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
IFP Advisors, Inc	149	$6.2K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Decker Retirement Planning Inc.	115	$4.8K	0.0%	Agg Growth	Very High	Levi, UT	2026-10-19
EverSource Wealth Advisors, LLC	115	$4.8K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Noble Wealth Management PBC	55	$2.3K	0.0%	Yield	Medium	Greenwood Village, CO	2026-10-01
Assetmark, Inc	9	$374	0.0%	ETF	Low	Concord, CA	2026-10-21
Farther Finance Advisors, LLC	3	$125	0.0%	Index	Low	San Francisco, CA	2026-10-08