Simplify US Equity PLUS Upside Convexity ETF (SPUC) Institutional Ownership $47.40 +0.97 (+2.09%) As of 08/12/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Simplify US Equity PLUS Upside Convexity ETF (NYSEARCA:SPUC)Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$18.58MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$18.89M Get SPUC Insider Trade Alerts Want to know when executives and insiders are buying or selling Simplify US Equity PLUS Upside Convexity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SPUC Institutional Buying and Selling by Quarter Simplify US Equity PLUS Upside Convexity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/7/2025 Simplify Asset Management Inc.1,913,678$85.56M4.3%-18.0%82.309% 8/6/2025 AE Wealth Management LLC104,367$4.67M0.0%N/A4.489% 8/4/2025 Great Lakes Retirement Inc.6,692$299K0.0%N/A0.288% 7/30/2025 LifeWealth Investments LLC5,122$229K0.1%N/A0.220% 7/18/2025 B.O.S.S. Retirement Advisors LLC19,745$883K0.2%N/A0.849% 7/16/2025 Lloyd Advisory Services LLC.34,325$1.54M0.7%N/A1.476% 5/15/2025OLD Mission Capital LLC11,971$457K0.0%-11.1%0.452% 5/9/2025 Encompass More Asset Management49,369$1.88M0.6%N/A1.795% 4/21/2025JBR Co Financial Management Inc6,000$229K0.1%N/A0.218% 2/12/2025OLD Mission Capital LLC13,464$551K0.0%+47.1%7.694% Get the Latest News and Ratings for SPUC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Simplify US Equity PLUS Upside Convexity ETF and its competitors with MarketBeat's FREE daily newsletter. 2/10/2025 Commonwealth Equity Services LLC263,264$10.78M0.0%+414.3%150.436% 7/31/2024 Commonwealth Equity Services LLC42,447$1.71M0.0%+114.9%24.255% 11/16/2023Wolverine Trading LLC35,931$1.05M0.0%N/A12.833% 8/8/2023 Prospera Financial Services Inc18,420$565K0.0%-23.5%6.579% 8/4/2023 IFP Advisors Inc1,042$26K0.0%-59.3%0.372% 3/6/2023OLD Mission Capital LLC24,050$631K0.0%-35.5%6.013% 2/13/2023Betterment LLC16,533$434K0.0%+7.8%4.133% 2/8/2023 Prospera Financial Services Inc49,809$1.31M0.1%-30.0%12.452% 11/14/2022Wolverine Trading LLC9,424$241K0.0%-14.2%2.192% 11/14/2022OLD Mission Capital LLC37,288$940K0.0%+91.1%8.672% 11/8/2022 IFP Advisors Inc2,662$66K0.0%N/A0.619% 11/8/2022 Mach 1 Financial Group LLC13,730$346K0.4%N/A3.193% 10/27/2022 Prospera Financial Services Inc71,184$1.80M0.1%-6.0%16.554% 10/25/2022 AE Wealth Management LLC13,730$346K0.0%+63.5%3.193% 8/8/2022 Prospera Financial Services Inc75,700$2.01M0.1%+4.9%16.822% 8/5/2022OLD Mission Capital LLC19,511$518K0.0%+79.9%4.336% 8/3/2022 AE Wealth Management LLC8,398$223K0.0%N/A1.953% 5/6/2022 Mach 1 Financial Group LLC4,385$142K0.1%+306.0%1.169% 5/4/2022 Prospera Financial Services Inc72,144$2.35M0.1%-7.2%19.238% 2/10/2022OLD Mission Capital LLC19,681$696K0.0%+64.5%5.248% 2/4/2022 Envestnet Asset Management Inc.16,045$567K0.0%N/A3.378% 1/25/2022 Ferguson Shapiro LLC185,017$6.54M3.5%+7.0%30.836% 12/8/2021 Moors & Cabot Inc.4,755,000$4.14M0.2%N/A792.500% 11/12/2021OLD Mission Capital LLC11,961$375K0.0%-62.5%2.518% 11/12/2021Wolverine Trading LLC28,229$897K0.0%-28.7%5.943% 11/12/2021 Prospera Financial Services Inc81,096$2.54M0.1%+1.9%17.073% 11/5/2021 Moors & Cabot Inc.4,755,000$4.14M0.3%N/A1,001.053% 11/5/2021Advisor Group Holdings Inc.1,090$34K0.0%+52.4%0.229% 10/13/2021 Ferguson Shapiro LLC172,979$5.42M3.2%N/A36.417% 8/13/2021OLD Mission Capital LLC31,855$988K0.0%+67.8%10.618% One stock to replace Nvidia (Ad)Investing Legend Hints the End May be Near for These 3 Iconic Stocks One company to replace Amazon… another to rival Tesla… and a third to upset Nvidia. These little-known stocks are poised to overtake the three reigning tech darlings in a move that could completely reorder the top dogs of the stock market. Eric Fry gives away names, tickers and full analysis in this first-ever free broadcast.Click to get the full details on Eric Fry's "Nvidia alternative" right here.8/12/2021 Prospera Financial Services Inc79,598$2.47M0.1%-6.8%26.533% 8/6/2021Wolverine Trading LLC39,607$1.23M0.0%-3.1%13.202% (Data available from 1/1/2016 forward) SPUC Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SPUC shares? During the previous two years, 11 institutional investors and hedge funds held shares of Simplify US Equity PLUS Upside Convexity ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($85.56M), Commonwealth Equity Services LLC ($10.78M), AE Wealth Management LLC ($4.67M), Encompass More Asset Management ($1.88M), Lloyd Advisory Services LLC. ($1.54M), Wolverine Trading LLC ($1.05M), and B.O.S.S. Retirement Advisors LLC ($883K).Learn more on Simplify US Equity PLUS Upside Convexity ETF's institutional investors. Which institutional investors have been buying Simplify US Equity PLUS Upside Convexity ETF's stock? Of the 10 institutional investors that purchased Simplify US Equity PLUS Upside Convexity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($234.77K), AE Wealth Management LLC ($104.37K), Encompass More Asset Management ($49.37K), Wolverine Trading LLC ($35.93K), Lloyd Advisory Services LLC. ($34.33K), B.O.S.S. Retirement Advisors LLC ($19.75K), and Great Lakes Retirement Inc. ($6.69K). How much institutional buying is happening at Simplify US Equity PLUS Upside Convexity ETF? Institutional investors have bought a total of 442,008 shares in the last 24 months. This purchase volume represents approximately $18.58M in transactions. Which of Simplify US Equity PLUS Upside Convexity ETF's major shareholders have been selling company stock? The following institutional investors have sold Simplify US Equity PLUS Upside Convexity ETF stock in the last 24 months: Simplify Asset Management Inc. ($421.13K), and OLD Mission Capital LLC ($1.49K). How much institutional selling is happening at Simplify US Equity PLUS Upside Convexity ETF? Institutional investors have sold a total of 422,627 shares in the last 24 months. This volume of shares sold represents approximately $18.89M in transactions. 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