Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US EQT PLS UPSID
-
Total 13F shares
-
2,461,268
-
Share change
-
-271,844
-
Total reported value
-
$110,043,040
-
Price per share
-
$44.71
-
Number of holders
-
20
-
Value change
-
-$11,790,988
-
Number of buys
-
15
-
Number of sells
-
7
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC) as of Q2 2025
As of 30 Jun 2025,
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,461,268 shares.
The largest 10 holders included
Simplify Asset Management Inc., COMMONWEALTH EQUITY SERVICES, LLC, Hilltop Holdings Inc., AE Wealth Management LLC, OLD MISSION CAPITAL LLC, Lloyd Advisory Services, LLC., B.O.S.S. Retirement Advisors, LLC, CITADEL ADVISORS LLC, HOWARD BAILEY SECURITIES, LLC, and Great Lakes Retirement, Inc..
This page lists
20
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| 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.