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 11 institutions that hold shares in the stock, with a total of 2.73 Million shares, which have been reported (via 13F filing form) to have a value of $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,334,812
shares
|
$97.2 Million
3.62% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
276,728
shares
|
$11.5 Million
0.01% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
49,369
shares
|
$2.05 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
36,409
shares
|
$1.52 Million
0.09% of portfolio
|
Q1 2025
Added 26.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
15,470
shares
|
$643,861
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
11,971
shares
|
$498,233
0.0% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
6,000
shares
|
$249,719
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,692
shares
|
$70,421
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
661
shares
|
$27,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$41
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|