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SPD — SIMPLIFY US EQUITY PLUS DOWN

Reported value held$614.32K
Funds holding (latest)7
Sector—
Funds holding (Q2 2026)2
Institutional value$35.35K · 852 sh
New / Add / Cut / Exit0 / 1 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +4.0% (+33 sh)
Institutional value change Up +18.7%

As of Q2 2026, 2 SEC-registered investment managers reported holding SPD (SIMPLIFY US EQUITY PLUS DOWN) in their latest 13F filings, with a combined reported value of $35.35K across 852 shares. That is +4.0% by share count (+33 shares) versus the previous quarter, while reported value moved +18.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 737 $30.58K 0.00% Hold
UBS Group AG history 115 $4.77K 0.00% Add

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 737 $26.81K 0.00% Reduce
UBS Group AG history 82 $2.98K 0.00% New

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 847 $33.32K 0.00% Add

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 11.74K $463.85K 0.00% New
Morgan Stanley history 745 $29.43K 0.00% Add

Q2 2025 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 122 $4.64K 0.00% Reduce
Morgan Stanley history 1 $44 0.00% Hold

Q1 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 17.47K $540.25K 0.00% Add
UBS Group AG history 3.01K $93.20K 0.00% New
JPMorgan Chase & Co history 1.02K $31.73K 0.00% Add
Morgan Stanley history 1 $53 0.00% Reduce

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 7 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Morgan Stanley 737 737 847 745 1 1 381 381 382 381 380 380 3.42K 3.41K 3.41K 3.41K 3.41K 3.41K — —
UBS Group AG 115 82 — — 122 3.01K — — 12.68K 3.64K 1.69K 1.25K — 3.49K 3.56K 942 1.01K 1.70K — 153
Citadel Advisors — — — 11.74K — 17.47K 14.71K 15.06K 17.56K — — — — — — — 11.63K — — —
Fidelity Management & Research (FMR) — — — — — — — — 2 — — — — 3 — 1 7 1 1 —
JPMorgan Chase & Co — — — — — 1.02K 575 — 100 — — — — 1.86K 117 — — — — —
PNC Financial Services — — — — — — — — — — — — — — — — 2.24K 2.24K 2.24K 2.24K
Wells Fargo & Co — — — — — — — — — 750 82.17K 5.72K 1.45K 3.65K 4.28K 15.98K 5.25K 4.75K — —

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