Institutional Ownership Simplify Exchange Traded Fds U (SPYC)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds U (SPYC). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 1.88 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
854,718
shares
|
$0
5.72% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
250,408
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
218,625
shares
|
$0
4.82% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
115,819
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
86,192
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 602.29%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
72,059
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 16.54%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
69,941
shares
|
$0
3.08% of portfolio
|
Q3 2025
Added 931.27%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
37,963
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
33,411
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
20,471
shares
|
$0
0.21% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
19,132
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 12.31%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
16,096
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 119.17%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
14,689
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
13,296
shares
|
$0
0.04% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
10,668
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 31.44%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
9,737
shares
|
$0
0.16% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
6,803
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.25%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
6,170
shares
|
$0
0.08% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,572
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
5,556
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
4,935
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,680
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
548
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
505
shares
|
$0
0.02% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
200
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 20.51%
|
|