Security key
82889N301
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC)
CUSIP: 82889N301
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
Report period
Q2 2025
Institutions
20
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 82889N301
Recent filing periods:
Top shareholders of SPUC - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
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 |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
10
Q2 2025 holders
20
Holder diff
10
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.