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 15 institutions that hold shares in the stock, with a total of 1.48 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 |
Jul 31, 2024 Q2 2024 |
598,883
shares
|
$0
5.29% of portfolio
|
Q2 2024
Added 3.72%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
279,966
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 21.54%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Aug 02, 2024 Q2 2024 |
268,070
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
223,278
shares
|
$0
0.01% of portfolio
|
Q2 2024
Added 33.56%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
37,697
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
23,893
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 111.35%
|
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
19,332
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
8,500
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
6,696
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
3,749
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 13.9%
|
|
|
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 |
Aug 13, 2024 Q2 2024 |
1,758
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 42.08%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
1,250
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 4.17%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
237
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 0.42%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|