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

$41.50 +0.83 (+2.04%)
(As of 12/20/2024 04:33 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$914.64K
Number of
Institutional Sellers
(last 12 months)
0
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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%
11/16/2023 Wolverine Trading LLC35,931$1.05M0.0%N/A12.833%
8/8/2023 Prospera Financial Services Inc18,420$565K0.0%-23.5%6.579%
8/4/2023IFP Advisors Inc1,042$26K0.0%-59.3%0.372%
3/6/2023 OLD Mission Capital LLC24,050$631K0.0%-35.5%6.013%
2/13/2023 Betterment LLC16,533$434K0.0%+7.8%4.133%
2/8/2023 Prospera Financial Services Inc49,809$1.31M0.1%-30.0%12.452%
11/14/2022 Wolverine Trading LLC9,424$241K0.0%-14.2%2.192%
11/14/2022 OLD Mission Capital LLC37,288$940K0.0%+91.1%8.672%
11/8/2022IFP Advisors Inc2,662$66K0.0%N/A0.619%
11/8/2022 Mach 1 Financial Group LLC13,730$346K0.4%N/A3.193%
10/27/2022 Prospera Financial Services Inc71,184$1.80M0.1%-6.0%16.554%
10/25/2022 AE Wealth Management LLC13,730$346K0.0%+63.5%3.193%
8/8/2022 Prospera Financial Services Inc75,700$2.01M0.1%+4.9%16.822%
8/5/2022 OLD Mission Capital LLC19,511$518K0.0%+79.9%4.336%
8/3/2022 AE Wealth Management LLC8,398$223K0.0%N/A1.953%
5/6/2022 Mach 1 Financial Group LLC4,385$142K0.1%+306.0%1.169%
5/4/2022 Prospera Financial Services Inc72,144$2.35M0.1%-7.2%19.238%
2/10/2022 OLD Mission Capital LLC19,681$696K0.0%+64.5%5.248%
2/4/2022 Envestnet Asset Management Inc.16,045$567K0.0%N/A3.378%
1/25/2022 Ferguson Shapiro LLC185,017$6.54M3.5%+7.0%30.836%
12/8/2021 Moors & Cabot Inc.4,755,000$4.14M0.2%N/A792.500%
11/12/2021 OLD Mission Capital LLC11,961$375K0.0%-62.5%2.518%
11/12/2021 Wolverine Trading LLC28,229$897K0.0%-28.7%5.943%
11/12/2021 Prospera Financial Services Inc81,096$2.54M0.1%+1.9%17.073%
11/5/2021 Moors & Cabot Inc.4,755,000$4.14M0.3%N/A1,001.053%
11/5/2021 Advisor Group Holdings Inc.1,090$34K0.0%+52.4%0.229%
10/13/2021 Ferguson Shapiro LLC172,979$5.42M3.2%N/A36.417%
8/13/2021 OLD Mission Capital LLC31,855$988K0.0%+67.8%10.618%
8/12/2021 Prospera Financial Services Inc79,598$2.47M0.1%-6.8%26.533%
8/6/2021 Wolverine Trading LLC39,607$1.23M0.0%-3.1%13.202%
5/12/2021 UBS Group AG1,702$49K0.0%+2,736.7%0.560%
5/6/2021 Prospera Financial Services Inc85,413$2.44M0.1%N/A28.096%
2/12/2021 Wolverine 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), and Betterment LLC ($434K), 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), 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 59,818 shares in the last 24 months. This purchase volume represents approximately $1.99M 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), 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 41,783 shares in the last 24 months. This volume of shares sold represents approximately $1.13M in transactions.



This page (NYSEARCA:SPUC) was last updated on 12/22/2024 by MarketBeat.com Staff
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