Institutional Ownership Simplify Exch Traded Fds Us Eq (SPUC)
This table provides information about the institutional ownership of Simplify Exch Traded Fds Us Eq (SPUC). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 2.04 Million shares, which have been reported (via 13F filing form) to have a value of $100 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
Oct 20, 2025 Q3 2025 |
1,634,812
shares
|
$80.2 Million
4.63% of portfolio
|
Q3 2025
Reduced 14.57%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
213,093
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
110,460
shares
|
$5.42 Million
0.33% of portfolio
|
Q2 2025
Added 203.39%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
41,654
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Added 247.96%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
19,745
shares
|
$968,097
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
15,425
shares
|
$756,287
0.0% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
6,692
shares
|
$328,108
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,237
shares
|
$60,650
0.0% of portfolio
|
Q3 2025
Reduced 98.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
604
shares
|
$29,614
0.0% of portfolio
|
Q2 2025
Reduced 64.3%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
393
shares
|
$19,268
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
248
shares
|
$12,159
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
200
shares
|
$9,806
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
164
shares
|
$8,040
0.0% of portfolio
|
Q2 2025
Reduced 75.19%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
19
shares
|
$931
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$49
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|