Simplify US Equity PLUS Downside Convexity ETF (SPD) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for SPD. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 46 institutions reported holding SPD, with 1.6 million shares worth $64.7 million in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Commonwealth Equity Services | 287,930 | $12M | DECREASED |
| Authentikos Wealth Advisory | 180,995 | $8M | DECREASED |
| AE Wealth Management | 179,266 | $7M | DECREASED |
| Independent Wealth Advisors | 149,614 | $6M | INCREASED |
| Evolution Wealth Management | 135,699 | $6M | INCREASED |
Full institutional holdings, insider history, and congressional trades for Simplify US Equity PLUS Downside Convexity ETF on SentiSense.