SPUC Institutional Ownership
Simplify US Equity Income ETF
1W: -0.3%
1M: -0.4%
3M: -0.8%
YTD: +5.5%
1Y: -2.5%
3Y: +72.5%
5Y: +59.4%
$49.07
+0.54 (+1.11%)
Weekly Expected Move ±1.7%
$47
$48
$49
$50
$51
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPUC
24
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
86M
Total Invested
5
New Positions
4
Increased
12
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (27 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 1,634,812 | $80M | — | +0.0% | 6Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 35,143 | $2M | -211,920 | -85.8% | 11Q | SEC ↗ |
| 3 | OLD MISSION CAPITAL LLC | 25,181 | $1M | +132 | +0.5% | 8Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,148 | $1M | +5,187 | +30.6% | 2Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO | 9,602 | $471K | +7,682 | +400.1% | 2Q | SEC ↗ |
| 6 | Elevated Capital Advisors, LLC | 5,995 | $294K | -5,641 | -48.5% | 2Q | SEC ↗ |
| 7 | MML INVESTORS SERVICES, LLC | 5,840 | $287K | +171 | +3.0% | 4Q | SEC ↗ |
| 8 | PRINCIPAL SECURITIES, INC. NEW | 4,304 | $211K | — | +0.0% | 1Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC NEW | 4,150 | $204K | — | +0.0% | 1Q | SEC ↗ |
| 10 | IFG Advisory, LLC NEW | 1,480 | $73K | — | +0.0% | 1Q | SEC ↗ |
| 11 | AE Wealth Management LLC | 1,268 | $62K | -92,817 | -98.7% | 5Q | SEC ↗ |
| 12 | UBS Group AG NEW | 747 | $37K | — | +0.0% | 1Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 172 | $8K | -265 | -60.6% | 22Q | SEC ↗ |
| 14 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 62 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Lloyd Advisory Services, LLC. | 45 | $2K | -1,725 | -97.5% | 3Q | SEC ↗ |
| 16 | Noble Wealth Management PBC | 18 | $1K | — | +0.0% | 3Q | SEC ↗ |
| 17 | Networth Advisors, LLC | 4 | $0K | -360 | -98.9% | 3Q | SEC ↗ |
| 18 | MORGAN STANLEY | 1 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 19 | BANK OF AMERICA CORP /DE | 0 | $0K | -46 | -100.0% | 2Q | SEC ↗ |
| 20 | HOWARD BAILEY SECURITIES, LLC | 0 | $0K | -8,988 | -100.0% | 2Q | SEC ↗ |
| 21 | B.O.S.S. Retirement Advisors, LLC | 0 | $0K | -9,570 | -100.0% | 2Q | SEC ↗ |
| 22 | Great Lakes Retirement, Inc. | 0 | $0K | -4,967 | -100.0% | 2Q | SEC ↗ |
| 23 | Kingdom Financial Group LLC. | 0 | $0K | -1,770 | -100.0% | 2Q | SEC ↗ |
| 24 | Quest 10 Wealth Builders, Inc. | 0 | $0K | -415 | -100.0% | 2Q | SEC ↗ |
| 25 | HANTZ FINANCIAL SERVICES, INC. | 0 | $0K | -13 | -100.0% | 1Q | SEC ↗ |
| 26 | LifeWealth Investments, LLC | 0 | $0K | -4,705 | -100.0% | 1Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 0 | $0K | -1,855 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| PRINCIPAL SECURITIES, INC. | 4,304 | $211K |
| GOLDMAN SACHS GROUP INC | 4,150 | $204K |
| IFG Advisory, LLC | 1,480 | $73K |
| UBS Group AG | 747 | $37K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 62 | $3K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| B.O.S.S. Retirement Advisors, LLC | 9,570 | $470K |
| HOWARD BAILEY SECURITIES, LLC | 8,988 | $441K |
| Great Lakes Retirement, Inc. | 4,967 | $244K |
| LifeWealth Investments, LLC | 4,705 | $231K |
| Kestra Advisory Services, LLC | 1,855 | $91K |
| Kingdom Financial Group LLC. | 1,770 | $87K |
| Quest 10 Wealth Builders, Inc. | 415 | $20K |
| BANK OF AMERICA CORP /DE | 46 | $2K |
| HANTZ FINANCIAL SERVICES, INC. | 13 | $1K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +7,682 | +400.1% | 9,602 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +5,187 | +30.6% | 22,148 |
| MML INVESTORS SERVICES, LLC | +171 | +3.0% | 5,840 |
| OLD MISSION CAPITAL LLC | +132 | +0.5% | 25,181 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -211,920 | -85.8% | 35,143 |
| AE Wealth Management LLC | -92,817 | -98.7% | 1,268 |
| Elevated Capital Advisors, LLC | -5,641 | -48.5% | 5,995 |
| Lloyd Advisory Services, LLC. | -1,725 | -97.5% | 45 |
| Networth Advisors, LLC | -360 | -98.9% | 4 |
| OSAIC HOLDINGS, INC. | -265 | -60.6% | 172 |