Who Owns SIMPLIFY EXCHANGE TRADED FUN (SPD)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $39.7M of SIMPLIFY EXCHANGE TRADED FUN (SPD) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($11.9M), AE Wealth Management LLC ($7.4M), Independent Wealth Advisors LLC ($6.2M), EVOLUTION WEALTH MANAGEMENT INC. ($5.6M), Austin Wealth Management, LLC ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $11.9M | 287,930 | Trimmed |
| 2 | AE Wealth Management LLC | $7.4M | 179,266 | Trimmed |
| 3 | Independent Wealth Advisors LLC | $6.2M | 149,614 | Added |
| 4 | EVOLUTION WEALTH MANAGEMENT INC. | $5.6M | 135,699 | Added |
| 5 | Austin Wealth Management, LLC | $2.2M | 52,668 | Added |
| 6 | Park Edge Advisors, LLC | $1.3M | 30,756 | Added |
| 7 | Elevated Capital Advisors, LLC | $915,221 | 22,064 | Trimmed |
| 8 | B.O.S.S. Retirement Advisors, LLC | $903,728 | 21,787 | Trimmed |
| 9 | Compound Planning, Inc. | $827,609 | 19,952 | Trimmed |
| 10 | Fiduciary Alliance LLC | $797,948 | 19,237 | Added |
| 11 | McCartney Wealth Management LLC | $450,390 | 10,858 | Hold |
| 12 | Dynamic Advisor Solutions LLC | $338,709 | 8,166 | Hold |
| 13 | Centennial Advisors, LLC | $328,738 | 7,925 | Added |
| 14 | LifeWealth Investments, LLC | $278,836 | 6,722 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $201,676 | 4,862 | New |
| 16 | Networth Advisors, LLC | $25,451 | 614 | Trimmed |
| 17 | Quest 10 Wealth Builders, Inc. | $8,255 | 199 | Trimmed |
| 18 | IFP Advisors, Inc | $6,139 | 148 | Hold |
| 19 | Decker Retirement Planning Inc. | $4,770 | 115 | New |
| 20 | Noble Wealth Management PBC | $2,281 | 55 | Hold |
| 21 | ASSETMARK, INC | $373 | 9 | Hold |
| 22 | Farther Finance Advisors, LLC | $124 | 3 | Trimmed |
| 23 | NBC SECURITIES, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30