SIMPLIFY EXCHANGE TRADED FUN (WUSA)
Institutional ownership reported to the SEC as of Q1 2025, across 3 quarters.
3
Reporting holders
$2.0M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | $1.4M | 57,200 | 0.05% | 2q | -4.3%-$62.0K |
| WOLVERINE TRADING, LLC | $551.1K | 23,197 | 0.00% | 3q | +53.0%+$190.8K |
| UBS Group AG | $36.7K | 1,538 | 0.00% | 2q | +754.4%+$32.4K |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2025 | 3 | $2.0M | 81,935 | 0 | 2 | 1 | 0.0% |
| Q4 2024 | 4 | $28.1M | 1,075,145 | 3 | 0 | 1 | 0.0% |
| Q3 2024 | 1 | $2.2M | 86,167 | 1 | 0 | 0 | 0.0% |