Simplify US Eqty Plus Down (SPD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Commonwealth Equity Services, LLC

INCREASED

Shares295,391 from 287,930

Change+7,461 (+3%)

Value$12.3M (+$318.3K)

Filed 2026-11-02

Independent Wealth Advisors LLC

INCREASED

Shares150,233 from 149,614

Change+619 (+0%)

Value$6.2M (+$30.2K)

Filed 2026-10-27

Evolution Wealth Management Inc.

INCREASED

Shares137,684 from 135,699

Change+1,985 (+1%)

Value$5.7M (+$86.5K)

Filed 2026-10-28

Ironsides Asset Advisors, LLC

DECREASED

Shares114,054 from 115,625

Change-1,571 (-1%)

Value$4.7M (-$61.7K)

Filed 2026-10-20

LPL Financial LLC

DECREASED

Shares72,517 from 74,260

Change-1,743 (-2%)

Value$3.0M (-$70.1K)

Filed 2026-11-06

Lloyd Advisory Services, Llc.

DECREASED

Shares39,891 from 40,732

Change-841 (-2%)

Value$1.7M (-$33.7K)

Filed 2026-11-02

Fortis Group Advisors, LLC

NEW

Shares28,340

Change+28,340

Value$1.2M

Filed 2026-11-06

Elevated Capital Advisors, LLC

DECREASED

Shares21,028 from 22,064

Change-1,036 (-5%)

Value$872.9K (-$42.3K)

Filed 2026-11-04

B.O.S.S. Retirement Advisors, LLC

DECREASED

Shares20,408 from 21,787

Change-1,379 (-6%)

Value$847.2K (-$56.6K)

Filed 2026-10-26

Fiduciary Alliance LLC

DECREASED

Shares19,190 from 19,237

Change-47 (0%)

Value$796.6K (-$1.4K)

Filed 2026-10-13

Howard Bailey Securities, LLC

DECREASED

Shares16,227 from 17,062

Change-835 (-5%)

Value$673.6K (-$34.2K)

Filed 2026-10-27

Compound Planning, Inc.

DECREASED

Shares15,363 from 19,952

Change-4,589 (-23%)

Value$637.7K (-$189.9K)

Filed 2026-11-05

Austin Wealth Management, LLC

DECREASED

Shares15,316 from 52,668

Change-37,352 (-71%)

Value$642.8K (-$1.5M)

Filed 2026-11-06

Integrated Wealth Management

DECREASED

Shares8,885 from 9,071

Change-186 (-2%)

Value$368.8K (-$7.5K)

Filed 2026-10-19

Dynamic Advisor Solutions LLC

UNCHANGED

Shares8,166 from 8,166

Change0 (0%)

Value$339.0K (+$245)

Filed 2026-10-13

Centennial Advisors, LLC

DECREASED

Shares7,344 from 7,925

Change-581 (-7%)

Value$304.8K (-$23.9K)

Filed 2026-10-21

Tounjian Advisory Partners, LLC

DECREASED

Shares7,254 from 7,806

Change-552 (-7%)

Value$301.1K (-$22.7K)

Filed 2026-11-04

Montgomery Financial Services LLC

DECREASED

Shares2,247 from 2,435

Change-188 (-8%)

Value$93.3K (-$7.7K)

Filed 2026-11-03

Kingdom Financial Group Llc.

DECREASED

Shares1,681 from 1,766

Change-85 (-5%)

Value$69.8K (-$3.5K)

Filed 2026-11-04

Networth Advisors, LLC

INCREASED

Shares640 from 614

Change+26 (+4%)

Value$26.6K (+$1.1K)

Filed 2026-11-03

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares199 from 199

Change0 (0%)

Value$8.3K (+$5)

Filed 2026-11-02

IFP Advisors, Inc

INCREASED

Shares149 from 148

Change+1 (+1%)

Value$6.2K (+$46)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

NEW

Shares115

Change+115

Value$4.8K

Filed 2026-11-04

Decker Retirement Planning Inc.

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$4.8K (+$4)

Filed 2026-10-19

Noble Wealth Management PBC

UNCHANGED

Shares55 from 55

Change0 (0%)

Value$2.3K (+$2)

Filed 2026-10-01

Assetmark, Inc

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$374 (+$1)

Filed 2026-10-21

Farther Finance Advisors, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$125 (+$1)

Filed 2026-10-08

Allworth Financial LP

NEW

Shares1

Change+1

Value$40

Filed 2026-11-06

Park Edge Advisors, LLC

CLOSED

Shares0 from 30,756

Change-30,756 (-100%)

Value$0 (-$1.3M)

Filed 2026-10-28

Entrewealth, LLC

CLOSED

Shares0 from 24,188

Change-24,188 (-100%)

Value$0 (-$1.0M)

Filed 2026-10-14

LifeWealth Investments, LLC

CLOSED

Shares0 from 6,722

Change-6,722 (-100%)

Value$0 (-$278.8K)

Filed 2026-10-21

Authentikos Wealth Advisory, LLC

N/A

Shares— from 180,995

Change-180,995 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 179,266

Change-179,266 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 41,493

Change-41,493 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 32,922

Change-32,922 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 16,220

Change-16,220 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 13,384

Change-13,384 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 12,417

Change-12,417 (-100%)

Value—

McCartney Wealth Management LLC

N/A

Shares— from 10,858

Change-10,858 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,886

Change-5,886 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 4,862

Change-4,862 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2,817

Change-2,817 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 737

Change-737 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 700

Change-700 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 231

Change-231 (-100%)

Value—

UBS Group AG

N/A

Shares— from 115

Change-115 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 45

Change-45 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 25

Change-25 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	INCREASED	295,391	287,930	+7,461	+3%	$11.9M	$12.3M	+$318.3K	2026-11-02
Independent Wealth Advisors LLC	INCREASED	150,233	149,614	+619	+0%	$6.2M	$6.2M	+$30.2K	2026-10-27
Evolution Wealth Management Inc.	INCREASED	137,684	135,699	+1,985	+1%	$5.6M	$5.7M	+$86.5K	2026-10-28
Ironsides Asset Advisors, LLC	DECREASED	114,054	115,625	-1,571	-1%	$4.8M	$4.7M	-$61.7K	2026-10-20
LPL Financial LLC	DECREASED	72,517	74,260	-1,743	-2%	$3.1M	$3.0M	-$70.1K	2026-11-06
Lloyd Advisory Services, Llc.	DECREASED	39,891	40,732	-841	-2%	$1.7M	$1.7M	-$33.7K	2026-11-02
Fortis Group Advisors, LLC	NEW	28,340	—	+28,340	—	—	$1.2M	—	2026-11-06
Elevated Capital Advisors, LLC	DECREASED	21,028	22,064	-1,036	-5%	$915.2K	$872.9K	-$42.3K	2026-11-04
B.O.S.S. Retirement Advisors, LLC	DECREASED	20,408	21,787	-1,379	-6%	$903.7K	$847.2K	-$56.6K	2026-10-26
Fiduciary Alliance LLC	DECREASED	19,190	19,237	-47	0%	$797.9K	$796.6K	-$1.4K	2026-10-13
Howard Bailey Securities, LLC	DECREASED	16,227	17,062	-835	-5%	$707.7K	$673.6K	-$34.2K	2026-10-27
Compound Planning, Inc.	DECREASED	15,363	19,952	-4,589	-23%	$827.6K	$637.7K	-$189.9K	2026-11-05
Austin Wealth Management, LLC	DECREASED	15,316	52,668	-37,352	-71%	$2.2M	$642.8K	-$1.5M	2026-11-06
Integrated Wealth Management	DECREASED	8,885	9,071	-186	-2%	$376.3K	$368.8K	-$7.5K	2026-10-19
Dynamic Advisor Solutions LLC	UNCHANGED	8,166	8,166	0	0%	$338.7K	$339.0K	+$245	2026-10-13
Centennial Advisors, LLC	DECREASED	7,344	7,925	-581	-7%	$328.7K	$304.8K	-$23.9K	2026-10-21
Tounjian Advisory Partners, LLC	DECREASED	7,254	7,806	-552	-7%	$323.8K	$301.1K	-$22.7K	2026-11-04
Montgomery Financial Services LLC	DECREASED	2,247	2,435	-188	-8%	$101.0K	$93.3K	-$7.7K	2026-11-03
Kingdom Financial Group Llc.	DECREASED	1,681	1,766	-85	-5%	$73.3K	$69.8K	-$3.5K	2026-11-04
Networth Advisors, LLC	INCREASED	640	614	+26	+4%	$25.5K	$26.6K	+$1.1K	2026-11-03
Quest 10 Wealth Builders, Inc.	UNCHANGED	199	199	0	0%	$8.3K	$8.3K	+$5	2026-11-02
IFP Advisors, Inc	INCREASED	149	148	+1	+1%	$6.1K	$6.2K	+$46	2026-10-16
EverSource Wealth Advisors, LLC	NEW	115	—	+115	—	—	$4.8K	—	2026-11-04
Decker Retirement Planning Inc.	UNCHANGED	115	115	0	0%	$4.8K	$4.8K	+$4	2026-10-19
Noble Wealth Management PBC	UNCHANGED	55	55	0	0%	$2.3K	$2.3K	+$2	2026-10-01
Assetmark, Inc	UNCHANGED	9	9	0	0%	$373	$374	+$1	2026-10-21
Farther Finance Advisors, LLC	UNCHANGED	3	3	0	0%	$124	$125	+$1	2026-10-08
Allworth Financial LP	NEW	1	—	+1	—	—	$40	—	2026-11-06
Park Edge Advisors, LLC	CLOSED	0	30,756	-30,756	-100%	$1.3M	$0	-$1.3M	2026-10-28
Entrewealth, LLC	CLOSED	0	24,188	-24,188	-100%	$1.0M	$0	-$1.0M	2026-10-14
LifeWealth Investments, LLC	CLOSED	0	6,722	-6,722	-100%	$278.8K	$0	-$278.8K	2026-10-21
Authentikos Wealth Advisory, LLC	N/A	—	180,995	-180,995	-100%	$7.5M	—	—	—
AE Wealth Management LLC	N/A	—	179,266	-179,266	-100%	$7.4M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	41,493	-41,493	-100%	$1.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	32,922	-32,922	-100%	$1.4M	—	—	—
Insigneo Advisory Services, LLC	N/A	—	16,220	-16,220	-100%	$672.8K	—	—	—
Old Mission Capital LLC	N/A	—	13,384	-13,384	-100%	$555.2K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	12,417	-12,417	-100%	$515.1K	—	—	—
McCartney Wealth Management LLC	N/A	—	10,858	-10,858	-100%	$450.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	5,886	-5,886	-100%	$244.2K	—	—	—
Envestnet Asset Management Inc	N/A	—	4,862	-4,862	-100%	$201.7K	—	—	—
IFG Advisory, LLC	N/A	—	2,817	-2,817	-100%	$116.9K	—	—	—
Morgan Stanley	N/A	—	737	-737	-100%	$30.6K	—	—	—
Royal Bank of Canada	N/A	—	700	-700	-100%	$29.0K	—	—	—
Rothschild Investment LLC	N/A	—	231	-231	-100%	$9.6K	—	—	—
UBS Group AG	N/A	—	115	-115	-100%	$4.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	45	-45	-100%	$1.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	25	-25	-100%	$1.0K	—	—	—

Showing 48 of 48 institutions