As of 30 Sep 2025, 11 institutional investors reported holding 1,987,569 shares of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 409 | $19,073 | +$839 | $46.62 | 2 |
| 2025 Q3 | 1,987,569 | $99,775,111 | -$23,275,103 | $50.20 | 11 |
| 2025 Q2 | 2,461,268 | $110,043,040 | -$11,790,988 | $44.71 | 20 |
| 2025 Q1 | 2,733,113 | $104,275,790 | +$92,557,730 | $38.15 | 10 |
| 2024 Q4 | 307,132 | $12,571,673 | +$9,490,485 | $40.93 | 5 |
| 2024 Q3 | 74,889 | $3,157,413 | -$651,789 | $42.16 | 6 |
| 2024 Q2 | 92,497 | $3,728,361 | +$1,290,954 | $40.31 | 6 |
| 2024 Q1 | 61,384 | $2,402,325 | -$681,254 | $39.14 | 7 |
| 2023 Q4 | 80,226 | $2,645,160 | -$154,312 | $32.96 | 6 |
| 2023 Q3 | 86,426 | $2,517,188 | +$884,538 | $29.12 | 9 |
| 2023 Q2 | 55,285 | $1,697,302 | +$196,504 | $30.69 | 8 |
| 2023 Q1 | 36,143 | $1,006,817 | -$1,640,238 | $28.09 | 5 |
| 2022 Q4 | 96,136 | $2,517,901 | -$1,770,165 | $26.23 | 7 |
| 2022 Q3 | 165,034 | $4,183,000 | +$577,497 | $25.21 | 9 |
| 2022 Q2 | 139,443 | $3,703,000 | -$522,335 | $26.55 | 8 |
| 2022 Q1 | 151,597 | $4,949,000 | -$5,888,963 | $32.59 | 9 |
| 2021 Q4 | 316,824 | $11,202,000 | +$859,458 | $35.35 | 8 |
| 2021 Q3 | 295,355 | $9,262,000 | +$4,489,337 | $31.32 | 5 |
| 2021 Q2 | 151,805 | $4,704,000 | +$124,013 | $31.01 | 5 |
| 2021 Q1 | 147,687 | $4,204,000 | +$2,905,000 | $28.53 | 5 |
| 2020 Q4 | 70,557 | $1,898,000 | -$1,169,997 | $26.96 | 4 |
| 2020 Q3 | 89,813 | $2,166,000 | +$2,166,000 | $24.12 | 1 |