Simplify US Equity PLUS Upside Convexity ETF (SPUC) Institutional Ownership $45.06 -1.04 (-2.26%) As of 08/1/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Simplify US Equity PLUS Upside Convexity ETF (NYSEARCA:SPUC)Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$13.62MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$56.96K Get SPUC Insider Trade Alerts Want to know when executives and insiders are buying or selling Simplify US Equity PLUS Upside Convexity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SPUC Institutional Buying and Selling by Quarter Simplify US Equity PLUS Upside Convexity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/30/2025 LifeWealth Investments LLC5,122$229K0.1%N/A0.220% 7/18/2025 B.O.S.S. Retirement Advisors LLC19,745$883K0.2%N/A0.849% 7/16/2025 Lloyd Advisory Services LLC.34,325$1.54M0.7%N/A1.476% 5/15/2025OLD Mission Capital LLC11,971$457K0.0%-11.1%0.452% 5/9/2025Encompass More Asset Management49,369$1.88M0.6%N/A1.795% 4/21/2025JBR Co Financial Management Inc6,000$229K0.1%N/A0.218% 2/12/2025OLD Mission Capital LLC13,464$551K0.0%+47.1%7.694% 2/10/2025Commonwealth Equity Services LLC263,264$10.78M0.0%+414.3%150.436% 7/31/2024Commonwealth Equity Services LLC42,447$1.71M0.0%+114.9%24.255% 11/16/2023Wolverine Trading LLC35,931$1.05M0.0%N/A12.833% Get the Latest News and Ratings for SPUC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Simplify US Equity PLUS Upside Convexity ETF and its competitors with MarketBeat's FREE daily newsletter. 8/8/2023Prospera Financial Services Inc18,420$565K0.0%-23.5%6.579% 8/4/2023 IFP Advisors Inc1,042$26K0.0%-59.3%0.372% 3/6/2023OLD Mission Capital LLC24,050$631K0.0%-35.5%6.013% 2/13/2023Betterment LLC16,533$434K0.0%+7.8%4.133% 2/8/2023Prospera Financial Services Inc49,809$1.31M0.1%-30.0%12.452% 11/14/2022Wolverine Trading LLC9,424$241K0.0%-14.2%2.192% 11/14/2022OLD Mission Capital LLC37,288$940K0.0%+91.1%8.672% 11/8/2022 IFP Advisors Inc2,662$66K0.0%N/A0.619% 11/8/2022Mach 1 Financial Group LLC13,730$346K0.4%N/A3.193% 10/27/2022Prospera Financial Services Inc71,184$1.80M0.1%-6.0%16.554% 10/25/2022AE Wealth Management LLC13,730$346K0.0%+63.5%3.193% 8/8/2022Prospera Financial Services Inc75,700$2.01M0.1%+4.9%16.822% 8/5/2022OLD Mission Capital LLC19,511$518K0.0%+79.9%4.336% 8/3/2022AE Wealth Management LLC8,398$223K0.0%N/A1.953% 5/6/2022Mach 1 Financial Group LLC4,385$142K0.1%+306.0%1.169% 5/4/2022Prospera Financial Services Inc72,144$2.35M0.1%-7.2%19.238% 2/10/2022OLD Mission Capital LLC19,681$696K0.0%+64.5%5.248% 2/4/2022Envestnet Asset Management Inc.16,045$567K0.0%N/A3.378% 1/25/2022Ferguson Shapiro LLC185,017$6.54M3.5%+7.0%30.836% 12/8/2021Moors & Cabot Inc.4,755,000$4.14M0.2%N/A792.500% 11/12/2021OLD Mission Capital LLC11,961$375K0.0%-62.5%2.518% 11/12/2021Wolverine Trading LLC28,229$897K0.0%-28.7%5.943% 11/12/2021Prospera Financial Services Inc81,096$2.54M0.1%+1.9%17.073% 11/5/2021Moors & Cabot Inc.4,755,000$4.14M0.3%N/A1,001.053% 11/5/2021Advisor Group Holdings Inc.1,090$34K0.0%+52.4%0.229% 10/13/2021Ferguson Shapiro LLC172,979$5.42M3.2%N/A36.417% 8/13/2021OLD Mission Capital LLC31,855$988K0.0%+67.8%10.618% 8/12/2021Prospera Financial Services Inc79,598$2.47M0.1%-6.8%26.533% 8/6/2021Wolverine Trading LLC39,607$1.23M0.0%-3.1%13.202% (Data available from 1/1/2016 forward) SPUC Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SPUC shares? During the previous two years, 10 institutional investors and hedge funds held shares of Simplify US Equity PLUS Upside Convexity ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($10.78M), Encompass More Asset Management ($1.88M), Lloyd Advisory Services LLC. ($1.54M), Wolverine Trading LLC ($1.05M), B.O.S.S. Retirement Advisors LLC ($883K), Prospera Financial Services Inc ($565K), and OLD Mission Capital LLC ($457K).Learn more on Simplify US Equity PLUS Upside Convexity ETF's institutional investors. Which institutional investors have been buying Simplify US Equity PLUS Upside Convexity ETF's stock? The following institutional investors have purchased Simplify US Equity PLUS Upside Convexity ETF's stock in the last 24 months: Commonwealth Equity Services LLC ($234.77K), Encompass More Asset Management ($49.37K), Wolverine Trading LLC ($35.93K), Lloyd Advisory Services LLC. ($34.33K), B.O.S.S. Retirement Advisors LLC ($19.75K), JBR Co Financial Management Inc ($6K), and LifeWealth Investments LLC ($5.12K). How much institutional buying is happening at Simplify US Equity PLUS Upside Convexity ETF? Institutional investors have bought a total of 330,949 shares in the last 24 months. This purchase volume represents approximately $13.62M in transactions. Which of Simplify US Equity PLUS Upside Convexity ETF's major shareholders have been selling company stock? The following institutional investors have sold Simplify US Equity PLUS Upside Convexity ETF stock in the last 24 months: OLD Mission Capital LLC ($1.49K). How much institutional selling is happening at Simplify US Equity PLUS Upside Convexity ETF? Institutional investors have sold a total of 1,493 shares in the last 24 months. This volume of shares sold represents approximately $56.96K in transactions. Related Companies BMVP Major Shareholders DECT Major Shareholders FEBW Major Shareholders SPVU Major Shareholders SIXO Major Shareholders DWUS Major Shareholders DOG Major Shareholders DVAL Major Shareholders BLES Major Shareholders AUGW Major Shareholders This page (NYSEARCA:SPUC) was last updated on 8/2/2025 by MarketBeat.com Staff From Our PartnersElon’s BIGGEST warning yet?Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...Brownstone Research | SponsoredChina just unlocked Nvidia’s AI chips—what that means for youTired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. 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