SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC)

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / US EQT PLS UPSID
Total 13F shares
1,987,569
Share change
-473,700
Total reported value
$99,775,111
Price per share
$50.20
Number of holders
11
Value change
-$23,275,103
Number of buys
5
Number of sells
18

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC) as of Q3 2025

As of 30 Sep 2025, SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC) was held by 11 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,987,569 shares. The largest 10 holders included Simplify Asset Management Inc., COMMONWEALTH EQUITY SERVICES, LLC, Hilltop Holdings Inc., OLD MISSION CAPITAL LLC, MML INVESTORS SERVICES, LLC, BANK OF AMERICA CORP /DE/, AE Wealth Management LLC, OSAIC HOLDINGS, INC., PRINCIPAL SECURITIES, INC., and UBS Group AG. This page lists 11 institutional shareholders reporting positions in this security for the Q3 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.