Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (SPD)

42 + Investors. Track Smart Money conviction in SPD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
41%

Smart Money Signals — SPD

Based on 43 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SPD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
43 hedge funds hold SPD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟠

More sellers than buyers — 41% buying

16 buying23 selling
Last quarter: 23 funds reduced or exited vs 16 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 6 → 8 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 35% medium ■ 26% new
17 out of 43 hedge funds have held SPD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

10 → 10 → 6 → 8 → 8 new funds/Q
New funds entering each quarter: 10 → 6 → 8 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 47% veterans vs 33% newcomers

■ 47% veterans ■ 21% 1-2yr ■ 33% new
Entry-cohort mix of 43 holders: 20 (47%) are 2+ year veterans, 9 entered 1–2 years ago, and 14 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
6 of 43 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SPD

In 2026 Q1, 16 hedge funds were net buyers of SPD (8 opened a new position, 8 added to an existing one), while 23 reduced or exited (16 trimmed, 7 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 43.

Hedge Fund Ownership: SPD

How many hedge funds hold SPD — quarterly history vs. share price
Quarterly hedge fund ownership of SPD vs. share price

Market Analysis: SPD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Simplify Exchange Traded Fun (SPD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SPD has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
SPD
+12.8%
SPY
+14.9%

SPD outperformed SPY by -2.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
SPD
-0.1%
SPY
+1.1%

Since the filing became public, SPD outperformed SPY by -1.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: SPD
42 + Investors

Track Smart Money conviction in SPD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 42 42 -
13F Shares 2M 2M -8.06%
Total Value $57M $67M -14.79%
New Positions 7 8 -1
Increased Positions 8 10 -2
Closed Positions 7 6 +1
Reduced Positions 16 13 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPD

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Valuation Measures Data as of: --

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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

42 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SPD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SPD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Independent Wealth Advisors LLC 5.87% 143,271 $5.6M
2 Authentikos Wealth Advisory, LLC 4.87% 198,213 $7.2M
3 Evolution Wealth Management INC. 3.48% 130,790 $4.8M
4 Ironsides Asset Advisors, LLC 1.05% 115,605 $4.2M
5 Austin Wealth Management, LLC 0.40% 48,146 $1.8M
6 Integrated Wealth Management 0.37% 8,811 $320K
7 Centennial Advisors, LLC 0.36% 7,881 $287K
8 McCartney Wealth Management LLC 0.33% 10,858 $395K
9 Howard Bailey Securities, LLC 0.26% 17,606 $640K
10 Park Edge Advisors, LLC 0.25% 29,794 $1.1M
11 B.O.S.S. Retirement Advisors, LLC 0.25% 22,244 $809K
12 Entrewealth, LLC 0.24% 14,606 $531K
13 Elevated Capital Advisors, LLC 0.22% 23,631 $859K
14 LifeWealth Investments, LLC 0.10% 8,904 $324K
15 Fiduciary Alliance LLC 0.05% 19,235 $748K
16 Insigneo Advisory Services, LLC 0.04% 16,220 $590K
17 Compound Planning, Inc. 0.04% 34,559 $1.3M
18 AE Wealth Management LLC 0.04% 181,383 $6.6M
19 Old Mission Capital LLC 0.03% 48,047 $1.7M
20 Kingdom Financial Group LLC. 0.02% 1,885 $69K
21 Lloyd Advisory Services, LLC. 0.02% 1,885 $69K
22 Quest 10 Wealth Builders, Inc. 0.02% 580 $21K
23 Networth Advisors, LLC 0.02% 619 $23K
24 Commonwealth Equity Services, LLC 0.01% 288,992 $10.5M
25 Dynamic Advisor Solutions LLC 0.01% 8,166 $297K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (SPD)

What does the Smart Money Trend signal show for SPD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SPD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SPD?

More sellers than buyers — 41% buying: Last quarter: 23 funds reduced or exited vs 16 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SPD holders?

Smaller funds dominant — 16% AUM from top-100: 6 of 43 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SPD?

40% of holders stayed for 2+ years: 17 out of 43 hedge funds have held SPD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Simplify Exchange Traded Fun (SPD) following the 2026 Q1 hedge fund 13F filings?

As of today, SPD has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), SPD has gained +12.8% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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