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 16 institutions that hold shares in the stock, with a total of 1.84 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 |
Oct 28, 2024 Q3 2024 |
645,179
shares
|
$0
5.3% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
565,061
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 110.79%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
288,311
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
288,196
shares
|
$0
0.02% of portfolio
|
Q3 2024
Added 29.07%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
16,942
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
9,500
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
7,417
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 80.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
6,231
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 26.69%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
5,495
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,575
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,970
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 4.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,758
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 42.08%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,250
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 4.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
152
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 35.86%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
55
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|