SIMPLIFY EXCHANGE TRADED FUN (SPUC)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
21
Reporting holders
$89.1M
Reported value
3.3%
Held as options
+0
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | $80.4M | 1,634,812 | 1.12% | 6q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 35,143 | 0.00% | 11q | -85.8%-$10.4M |
| GROUP ONE TRADING LLC | $1.6M | options only | 0.00% | 7q | OPTIONS |
| OLD MISSION CAPITAL LLC | $1.2M | 25,181 | 0.02% | 8q | +0.5%+$6.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 22,148 | 0.00% | 2q | +30.6%+$255.1K |
| SIMPLEX TRADING, LLC | $728.0K | options only | 0.00% | 2q | OPTIONS |
| IMC-Chicago, LLC | $566.2K | options only | 0.00% | new | OPTIONS |
| JPMORGAN CHASE & CO | $467.8K | 9,602 | 0.00% | 2q | +400.1%+$374.3K |
| Elevated Capital Advisors, LLC | $294.9K | 5,995 | 0.08% | 2q | -48.5%-$277.5K |
| MML INVESTORS SERVICES, LLC | $287.3K | 5,840 | 0.00% | 4q | +3.0%+$8.4K |
| PRINCIPAL SECURITIES, INC. | $211.7K | 4,304 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $204.1K | 4,150 | 0.00% | new | NEW |
| IFG Advisory, LLC | $72.8K | 1,480 | 0.00% | new | NEW |
| AE Wealth Management LLC | $62.4K | 1,268 | 0.00% | 5q | -98.7%-$4.6M |
| UBS Group AG | $36.7K | 747 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $8.5K | 172 | 0.00% | 22q | -60.6%-$13.0K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $3.1K | 62 | 0.00% | new | NEW |
| Lloyd Advisory Services, LLC. | $2.2K | 45 | 0.00% | 3q | -97.5%-$85.3K |
| Noble Wealth Management PBC | $885 | 18 | 0.00% | 3q | HELD |
| Networth Advisors, LLC | $199 | 4 | 0.00% | 3q | -98.9%-$17.9K |
| MORGAN STANLEY | $85 | 1 | 0.00% | 2q | HELD |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 21 | $89.1M | 1,750,972 | 9 | 4 | 6 | 3.3% |
| Q1 2026 | 21 | $93.8M | 2,065,495 | 7 | 3 | 9 | 2.7% |
| Q4 2025 | 18 | $96.3M | 2,041,174 | 10 | 4 | 2 | 1.2% |
| Q3 2025 | 13 | $122.0M | 1,774,476 | 6 | 1 | 5 | 27.0% |
| Q2 2025 | 23 | $104.7M | 2,269,835 | 14 | 2 | 3 | 3.1% |
| Q1 2025 | 12 | $96.2M | 2,456,385 | 6 | 1 | 1 | 2.6% |
| Q4 2024 | 7 | $2.4M | 43,868 | 6 | 1 | 0 | 25.2% |
| Q3 2024 | 7 | $1.2M | 23,704 | 3 | 2 | 0 | 18.4% |
| Q2 2024 | 7 | $2.4M | 50,050 | 2 | 1 | 1 | 15.0% |
| Q1 2024 | 6 | $2.0M | 26,430 | 2 | 0 | 2 | 48.1% |
| Q4 2023 | 6 | $38.3M | 52,948 | 1 | 1 | 2 | 95.4% |
| Q3 2023 | 9 | $2.3M | 78,774 | 3 | 2 | 2 | 0.0% |
| Q2 2023 | 8 | $1.5M | 48,617 | 3 | 0 | 3 | 0.0% |
| Q1 2023 | 5 | $783.8K | 28,199 | 1 | 0 | 2 | 0.0% |
| Q4 2022 | 6 | $2.0M | 77,040 | 1 | 1 | 2 | 0.0% |
| Q3 2022 | 10 | $4.2M | 165,034 | 1 | 4 | 2 | 0.0% |
| Q2 2022 | 9 | $3.7M | 139,443 | 2 | 4 | 2 | 0.1% |
| Q1 2022 | 9 | $4.9M | 151,597 | 2 | 2 | 4 | 0.0% |
| Q4 2021 | 8 | $11.2M | 316,824 | 4 | 2 | 1 | 0.0% |
| Q3 2021 | 5 | $9.3M | 295,355 | 1 | 2 | 2 | 0.0% |
| Q2 2021 | 5 | $4.7M | 151,805 | 0 | 1 | 3 | 0.0% |
| Q1 2021 | 5 | $4.2M | 147,687 | 3 | 1 | 0 | 0.0% |
| Q4 2020 | 4 | $1.9M | 70,557 | 2 | 0 | 1 | 0.0% |
| Q3 2020 | 1 | $2.2M | 89,813 | 1 | 0 | 0 | 0.0% |