Free Trial

Simplify US Equity PLUS Upside Convexity ETF (SPUC) Institutional Ownership

$41.67
+0.20 (+0.48%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Simplify US Equity PLUS Upside Convexity ETF (NYSEARCA:SPUC)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$1.96M
Number of
Institutional Sellers
(last 12 months)
0
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/8/2023Prospera Financial Services Inc18,420$565K0.0%-23.5%6.579%
8/4/2023IFP 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%
11/8/2022IFP 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%
1/25/2022 Ferguson 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%
10/13/2021 Ferguson 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%
5/12/2021UBS Group AG1,702$49K0.0%+2,736.7%0.560%
5/6/2021Prospera Financial Services Inc85,413$2.44M0.1%N/A28.096%
2/12/2021Wolverine Trading LLC40,919$1.10M0.0%-54.4%13.460%
(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, the following institutional investors and hedge funds held shares of Simplify US Equity PLUS Upside Convexity ETF shares: Commonwealth Equity Services LLC ($1.71M), Wolverine Trading LLC ($1.05M), OLD Mission Capital LLC ($631K), Prospera Financial Services Inc ($565K), Betterment LLC ($434K), and Mach 1 Financial Group LLC ($346K), and IFP Advisors Inc ($26K).Learn more on SPUC's institutional investors.

Which institutional investors have been buying Simplify US Equity PLUS Upside Convexity ETF stock?

The following institutional investors have purchased Simplify US Equity PLUS Upside Convexity ETF stock in the last 24 months: Wolverine Trading LLC ($35.93K), Commonwealth Equity Services LLC ($22.69K), OLD Mission Capital LLC ($17.78K), Mach 1 Financial Group LLC ($13.73K), IFP Advisors Inc ($2.66K), and Betterment LLC ($1.20K).

How much institutional buying is happening at Simplify US Equity PLUS Upside Convexity ETF?

Institutional investors have bought a total of 93,987 shares in the last 24 months. This purchase volume represents approximately $2.85M in transactions.

Which Simplify US Equity PLUS Upside Convexity ETF 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: Prospera Financial Services Inc ($27.02K), OLD Mission Capital LLC ($13.24K), Wolverine Trading LLC ($1.56K), and IFP Advisors Inc ($1.52K).

How much institutional selling is happening at Simplify US Equity PLUS Upside Convexity ETF?

Institutional investors have sold a total of 43,339 shares in the last 24 months. This volume of shares sold represents approximately $1.17M in transactions.



This page (NYSEARCA:SPUC) was last updated on 11/2/2024 by MarketBeat.com Staff
From Our Partners