SIMPLIFY EXCHANGE TRADED FUN
Institutional coverage
38 13F filers hold $SPD.
13F holders
38
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 38 · Source: 13F-HR01
Ryan Investment Management, Inc.
0.01% of portfolio
288,992 sh
02
Taconic Capital Advisors LP
—
238,299 sh
03
Core Wealth Partners LLC
4.87% of portfolio
198,213 sh
04
Independent Wealth Advisors LLC
5.32% of portfolio
148,884 sh
05
United Advisor Group, LLC
3.48% of portfolio
130,790 sh
06
Summer Road LLC
1.05% of portfolio
115,605 sh
07
Aldebaran Capital, LLC
0.03% of portfolio
48,047 sh
08
Oxbow Capital Management (HK) Ltd
0.01% of portfolio
41,493 sh
09
GuoLine Advisory Pte Ltd
0.04% of portfolio
34,559 sh
10
Brightline Capital Management, LLC
—
27,537 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $SPD in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $SPD in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:23 UTC.