Who Owns SIMPLIFY EXCHANGE TRADED FUN (SPD)? -- Institutional Holders (2026-06-30)

49 institutions reported holding $64.7M of SIMPLIFY EXCHANGE TRADED FUN (SPD) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($11.9M), Authentikos Wealth Advisory, LLC ($7.5M), AE Wealth Management LLC ($7.4M), Independent Wealth Advisors LLC ($6.2M), EVOLUTION WEALTH MANAGEMENT INC. ($5.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	COMMONWEALTH EQUITY SERVICES, LLC	$11.9M	287,930	Trimmed
2	Authentikos Wealth Advisory, LLC	$7.5M	180,995	Trimmed
3	AE Wealth Management LLC	$7.4M	179,266	Trimmed
4	Independent Wealth Advisors LLC	$6.2M	149,614	Added
5	EVOLUTION WEALTH MANAGEMENT INC.	$5.6M	135,699	Added
6	Ironsides Asset Advisors, LLC	$4.8M	115,625	Added
7	LPL Financial LLC	$3.1M	74,260	Trimmed
8	Austin Wealth Management, LLC	$2.2M	52,668	Added
9	Steward Partners Investment Advisory, LLC	$1.7M	41,493	Hold
10	Lloyd Advisory Services, LLC.	$1.7M	40,732	Added
11	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.4M	32,922	Added
12	Park Edge Advisors, LLC	$1.3M	30,756	Added
13	ENTREWEALTH, LLC	$1.0M	24,188	Added
14	Elevated Capital Advisors, LLC	$915,221	22,064	Trimmed
15	B.O.S.S. Retirement Advisors, LLC	$903,728	21,787	Trimmed
16	Compound Planning, Inc.	$827,609	19,952	Trimmed
17	Fiduciary Alliance LLC	$797,948	19,237	Added
18	HOWARD BAILEY SECURITIES, LLC	$707,726	17,062	Trimmed
19	INSIGNEO ADVISORY SERVICES, LLC	$672,806	16,220	Hold
20	OLD MISSION CAPITAL LLC	$555,168	13,384	Trimmed
21	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$515,057	12,417	New
22	McCartney Wealth Management LLC	$450,390	10,858	Hold
23	Integrated Wealth Management	$376,264	9,071	Added
24	Dynamic Advisor Solutions LLC	$338,709	8,166	Hold
25	Centennial Advisors, LLC	$328,738	7,925	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30