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Simplify US Equity PLUS Upside Convexity ETF (SPUC) Institutional Ownership

$49.07 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Simplify US Equity PLUS Upside Convexity ETF (NYSEARCA:SPUC)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$17.11M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$39.70M
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SPUC Institutional Buying and Selling by Quarter

Simplify US Equity PLUS Upside Convexity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2026Elevated Capital Advisors LLC11,636$514K0.1%N/A0.506%
4/28/2026B.O.S.S. Retirement Advisors LLC9,570$423K0.1%-6.9%0.411%
2/18/2026OLD Mission Capital LLC10,847$505K0.0%-65.4%0.482%
2/16/2026MML Investors Services LLC5,736$267K0.0%+8.9%0.255%
2/13/2026Kestra Advisory Services LLC1,855$86K0.0%N/A0.082%
2/12/2026Commonwealth Equity Services LLC227,107$10.58M0.0%+6.6%10.094%
2/12/2026Great Lakes Retirement Inc.5,379$251K0.0%N/A0.239%
2/11/2026Howard Bailey Securities LLC9,106$424K0.2%N/A0.405%
2/6/2026Lloyd Advisory Services LLC.34,276$1.60M0.6%N/A1.523%
2/6/2026Kingdom Financial Group LLC.1,835$85K0.0%N/A0.082%
2/2/2026B.O.S.S. Retirement Advisors LLC10,276$479K0.2%N/A0.457%
1/26/2026LifeWealth Investments LLC4,705$219K0.1%N/A0.209%
1/26/2026AE Wealth Management LLC93,106$4.34M0.0%+7,426.8%4.138%
11/17/2025Hilltop Holdings Inc.97,229$4.88M0.3%-12.0%4.674%
11/17/2025Bank of America Corp DE3,228$162K0.0%N/A0.155%
11/3/2025AE Wealth Management LLC1,237$62K0.0%-98.8%0.059%
10/22/2025Commonwealth Equity Services LLC213,093$10.70M0.0%+7.3%10.245%
10/20/2025Simplify Asset Management Inc.1,634,812$82.07M1.5%-14.6%78.597%
9/4/2025Osaic Holdings Inc.604$27K0.0%-64.3%0.026%
8/7/2025Simplify Asset Management Inc.1,913,678$85.56M4.3%-18.0%82.309%
8/6/2025AE Wealth Management LLC104,367$4.67M0.0%N/A4.489%
8/4/2025Great Lakes Retirement Inc.6,692$299K0.0%N/A0.288%
7/30/2025LifeWealth Investments LLC5,122$229K0.1%N/A0.220%
7/18/2025B.O.S.S. Retirement Advisors LLC19,745$883K0.2%N/A0.849%
7/16/2025Lloyd Advisory Services LLC.34,325$1.54M0.7%N/A1.476%
5/15/2025OLD Mission Capital LLC11,971$457K0.0%-11.1%0.452%
5/9/2025Encompass 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%
2/10/2025Commonwealth Equity Services LLC263,264$10.78M0.0%+414.3%150.436%
7/31/2024Commonwealth Equity Services LLC42,447$1.71M0.0%+114.9%24.255%
11/16/2023Wolverine Trading LLC35,931$1.05M0.0%N/A12.833%
8/8/2023Prospera Financial Services Inc18,420$565K0.0%-23.5%6.579%
8/4/2023IFP 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%
2/8/2023Prospera 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%
11/8/2022IFP Advisors Inc2,662$66K0.0%N/A0.619%
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11/8/2022Mach 1 Financial Group LLC13,730$346K0.4%N/A3.193%
10/27/2022Prospera Financial Services Inc71,184$1.80M0.1%-6.0%16.554%
10/25/2022AE Wealth Management LLC13,730$346K0.0%+63.5%3.193%
8/8/2022Prospera Financial Services Inc75,700$2.01M0.1%+4.9%16.822%
8/5/2022OLD Mission Capital LLC19,511$518K0.0%+79.9%4.336%
8/3/2022AE Wealth Management LLC8,398$223K0.0%N/A1.953%
5/6/2022Mach 1 Financial Group LLC4,385$142K0.1%+306.0%1.169%
5/4/2022Prospera Financial Services Inc72,144$2.35M0.1%-7.2%19.238%


SPUC Institutional Ownership - Frequently Asked Questions

During the previous two years, 18 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. ($82.07M), Commonwealth Equity Services LLC ($10.58M), Hilltop Holdings Inc. ($4.88M), AE Wealth Management LLC ($4.34M), Encompass More Asset Management ($1.88M), Lloyd Advisory Services LLC. ($1.60M), and Elevated Capital Advisors LLC ($514K).Learn more on Simplify US Equity PLUS Upside Convexity ETF's institutional investors.

Of the 15 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 ($263.21K), AE Wealth Management LLC ($196.24K), Lloyd Advisory Services LLC. ($68.60K), Encompass More Asset Management ($49.37K), B.O.S.S. Retirement Advisors LLC ($30.02K), Great Lakes Retirement Inc. ($12.07K), and Elevated Capital Advisors LLC ($11.64K).

Institutional investors have bought a total of 373,324 shares in the last 24 months. This purchase volume represents approximately $17.11M in transactions.

The following institutional investors have sold Simplify US Equity PLUS Upside Convexity ETF stock in the last 24 months: Simplify Asset Management Inc. ($700K), AE Wealth Management LLC ($103.13K), OLD Mission Capital LLC ($20.46K), Hilltop Holdings Inc. ($13.23K), Osaic Holdings Inc. ($1.09K), and B.O.S.S. Retirement Advisors LLC ($706.00).

Institutional investors have sold a total of 838,616 shares in the last 24 months. This volume of shares sold represents approximately $39.70M in transactions.


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This page (NYSEARCA:SPUC) was last updated on 7/5/2026 by MarketBeat.com Staff.
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