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 21 institutions that hold shares in the stock, with a total of 2.46 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
1,913,678
shares
|
$94.1 Million
5.02% of portfolio
|
Q2 2025
Reduced 18.04%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
198,666
shares
|
$9.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.21%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
110,460
shares
|
$5.43 Million
0.33% of portfolio
|
Q2 2025
Added 203.39%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
104,367
shares
|
$5.13 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
41,654
shares
|
$2.05 Million
0.01% of portfolio
|
Q2 2025
Added 247.96%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
34,325
shares
|
$1.69 Million
1.48% of portfolio
|
Q2 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
19,745
shares
|
$970,861
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
15,425
shares
|
$758,447
0.0% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
8,990
shares
|
$442,038
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
6,692
shares
|
$329,045
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
5,122
shares
|
$251,848
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
604
shares
|
$29,698
0.0% of portfolio
|
Q2 2025
Reduced 64.3%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
393
shares
|
$19,323
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
248
shares
|
$12,194
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
200
shares
|
$9,834
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
164
shares
|
$8,063
0.0% of portfolio
|
Q2 2025
Reduced 75.19%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
68
shares
|
$3,343
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
19
shares
|
$934
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
6
shares
|
$295
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
|