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 33 institutions that hold shares in the stock, with a total of 1.68 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 |
Aug 08, 2025 Q2 2025 |
824,404
shares
|
$0
5.97% of portfolio
|
Q2 2025
Added 13.13%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
229,841
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
198,466
shares
|
$0
5.67% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
116,592
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
86,344
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
38,978
shares
|
$0
0.0% of portfolio
|
Q2 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%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
22,486
shares
|
$0
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
21,818
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 65.94%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
15,560
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 60.35%
|
|
|
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%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
12,273
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 37.62%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
10,201
shares
|
$0
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
7,344
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
6,782
shares
|
$0
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
5,852
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
5,744
shares
|
$0
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,572
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
5,556
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,718
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,157
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
775
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 20.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
668
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 676.74%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
443
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|