Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US EQT PLS UPSID
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
2,461,268
-
Shares change
-
-271,844
-
Total reported value, excl. options
-
$110,043,040
-
Value change
-
-$11,790,988
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Number of buys
-
15
-
Number of sells
-
-7
-
Price
-
$44.71
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC) as of Q2 2025
22 filings reported holding SPUC - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID as of Q2 2025.
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,461,268 shares
.
Largest 10 shareholders include Simplify Asset Management Inc. (1,913,678 shares), COMMONWEALTH EQUITY SERVICES, LLC (198,666 shares), Hilltop Holdings Inc. (110,460 shares), AE Wealth Management LLC (104,367 shares), OLD MISSION CAPITAL LLC (41,654 shares), Lloyd Advisory Services, LLC. (34,325 shares), B.O.S.S. Retirement Advisors, LLC (19,745 shares), CITADEL ADVISORS LLC (15,425 shares), HOWARD BAILEY SECURITIES, LLC (8,990 shares), and Great Lakes Retirement, Inc. (6,692 shares).
This table shows the top 20 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.