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 12 institutions that hold shares in the stock, with a total of 1.99 Million shares, which have been reported (via 13F filing form) to have a value of $98.3 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
|
$80.9 Million
4.63% of portfolio
|
Q3 2025
Reduced 14.57%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
213,093
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
97,229
shares
|
$4.81 Million
0.27% of portfolio
|
Q3 2025
Reduced 11.98%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
31,308
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
5,269
shares
|
$260,657
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,228
shares
|
$159,689
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,237
shares
|
$61,194
0.0% of portfolio
|
Q3 2025
Reduced 98.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
763
shares
|
$37,745
0.0% of portfolio
|
Q3 2025
Added 26.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
500
shares
|
$24,735
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
129
shares
|
$6,381
0.0% of portfolio
|
Q3 2025
Reduced 21.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 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
|