§ EQUITY
USDSPD
SIMPLIFY US EQTY PLUS DOWN
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
21 increased/new, 15 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 289K | 0.0% | +13% |
| LPL Financial LLC | 238K | 0.0% | −38% |
| Authentikos Wealth Advisory, LLC | 198K | 4.9% | +4% |
| AE Wealth Management LLC | 179K | 0.0% | −0% |
| Independent Wealth Advisors LLC | 149K | 2.7% | n/a |
| Independent Wealth Advisors LLC | 149K | 2.7% | +4% |
◇ AC INTELLIGENCE
Top institutional owners for SPD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER98.7% · 39 holders
INCOME / DEFENSIVE1.2% · 1 holder
DEALER / BANK0.1% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SPD in the last 180 days.