HolderBook

SIMPLIFY EXCHANGE TRADED FUN (SCY)

Institutional ownership reported to the SEC as of Q1 2025, across 2 quarters.

3
Reporting holders
$2.3M
Reported value
0.0%
Held as options
+1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Simplify Asset Management Inc.$1.9M95,0000.07%newNEW
OLD MISSION CAPITAL LLC$411.2K21,0110.01%newNEW
UBS Group AG$4.4K2240.00%2q-24.1%-$1.4K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q1 20253$2.3M116,2352010.0%
Q4 20242$2.1M96,0162000.0%