49 institutions reported holding $62.7M of SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF (SPD) in SEC 13F filings for 2026-03-31. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($10.5M), LPL Financial LLC ($8.7M), Authentikos Wealth Advisory, LLC ($7.2M), AE Wealth Management LLC ($6.6M), Independent Wealth Advisors LLC ($5.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $10.5M | 288,992 | Added |
| 2 | LPL Financial LLC | $8.7M | 238,299 | Trimmed |
| 3 | Authentikos Wealth Advisory, LLC | $7.2M | 198,213 | Added |
| 4 | AE Wealth Management LLC | $6.6M | 181,383 | Trimmed |
| 5 | Independent Wealth Advisors LLC | $5.4M | 148,884 | Added |
| 6 | EVOLUTION WEALTH MANAGEMENT INC. | $4.8M | 130,790 | Added |
| 7 | Ironsides Asset Advisors, LLC | $4.2M | 115,605 | Added |
| 8 | Austin Wealth Management, LLC | $1.8M | 48,146 | Added |
| 9 | OLD MISSION CAPITAL LLC | $1.7M | 48,047 | New |
| 10 | Steward Partners Investment Advisory, LLC | $1.5M | 41,493 | Hold |
| 11 | Compound Planning, Inc. | $1.3M | 34,559 | Hold |
| 12 | Park Edge Advisors, LLC | $1.1M | 29,794 | Added |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 27,537 | New |
| 14 | Elevated Capital Advisors, LLC | $859,451 | 23,631 | Added |
| 15 | B.O.S.S. Retirement Advisors, LLC | $809,011 | 22,244 | Trimmed |
| 16 | Fiduciary Alliance LLC | $747,634 | 19,235 | Trimmed |
| 17 | JANE STREET GROUP, LLC | $649,807 | 17,867 | New |
| 18 | HOWARD BAILEY SECURITIES, LLC | $640,302 | 17,606 | Trimmed |
| 19 | INSIGNEO ADVISORY SERVICES, LLC | $589,907 | 16,220 | Hold |
| 20 | ENTREWEALTH, LLC | $531,207 | 14,606 | New |
| 21 | McCartney Wealth Management LLC | $394,896 | 10,858 | Trimmed |
| 22 | LifeWealth Investments, LLC | $323,827 | 8,904 | Trimmed |
| 23 | Integrated Wealth Management | $320,453 | 8,811 | Trimmed |
| 24 | Dynamic Advisor Solutions LLC | $296,976 | 8,166 | Hold |
| 25 | Centennial Advisors, LLC | $286,631 | 7,881 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31