Institutional Ownership Simplify Exchange Traded Fds U (SPYC)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds U (SPYC). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 1.41 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
728,691
shares
|
$0
5.33% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
246,784
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
182,834
shares
|
$0
4.84% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
89,228
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
64,066
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
33,765
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
14,689
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
13,768
shares
|
$0
0.04% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,704
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
8,918
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
8,031
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
7,090
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 117.28%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,799
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 43.92%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,710
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
975
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 90.39%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
151
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 35.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
86
shares
|
$0
0.0% of portfolio
|
Q1 2025
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
|