As of 30 Sep 2025, 40 institutional investors reported holding 1,322,165 shares of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 37,624 | $1,492,514 | -$272,425 | $39.26 | 4 |
| 2025 Q3 | 1,322,165 | $52,217,765 | +$4,011,647 | $39.51 | 40 |
| 2025 Q2 | 1,222,760 | $46,352,548 | -$19,991,524 | $38.02 | 43 |
| 2025 Q1 | 1,785,926 | $55,781,754 | -$41,848,006 | $30.93 | 39 |
| 2024 Q4 | 3,084,707 | $103,023,465 | +$49,851,121 | $33.37 | 46 |
| 2024 Q3 | 1,595,509 | $53,151,237 | -$18,837,672 | $33.47 | 34 |
| 2024 Q2 | 2,174,132 | $70,297,045 | +$14,647,172 | $32.32 | 39 |
| 2024 Q1 | 1,722,640 | $53,610,657 | +$3,567,274 | $31.09 | 29 |
| 2023 Q4 | 1,622,596 | $47,001,408 | -$12,376,800 | $28.74 | 35 |
| 2023 Q3 | 2,132,809 | $56,118,097 | +$4,506,676 | $26.22 | 38 |
| 2023 Q2 | 1,830,305 | $50,000,195 | -$23,027,576 | $27.31 | 36 |
| 2023 Q1 | 2,804,818 | $71,651,924 | -$78,589,527 | $25.58 | 39 |
| 2022 Q4 | 5,998,633 | $145,725,193 | -$135,813,358 | $24.25 | 43 |
| 2022 Q3 | 11,276,689 | $297,726,000 | +$18,168,425 | $26.45 | 51 |
| 2022 Q2 | 10,582,394 | $279,843,735 | +$53,928,895 | $26.47 | 63 |
| 2022 Q1 | 8,001,980 | $250,810,998 | -$5,124,908 | $31.34 | 56 |
| 2021 Q4 | 8,531,639 | $283,676,000 | +$30,170,327 | $33.26 | 52 |
| 2021 Q3 | 7,339,702 | $223,405,842 | +$45,920,036 | $30.43 | 41 |
| 2021 Q2 | 5,781,328 | $175,236,000 | +$66,213,299 | $30.31 | 22 |
| 2021 Q1 | 3,653,759 | $102,195,000 | +$82,554,130 | $28.24 | 23 |
| 2020 Q4 | 676,152 | $18,240,000 | +$16,711,993 | $26.90 | 7 |
| 2020 Q3 | 63,262 | $1,528,000 | +$1,527,999 | $24.15 | 1 |