Simplify Exchange Traded Funds - SPUC
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Funds
· Industry:
Investment Company
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Company profile
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Quarter snapshot
Latest / Compare
Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$95.1M
QoQ value delta ($000)
-$4.668M
(-4.68%)
Implied price effect (QoQ)
-7.18%
Shares
Total shares
2,041,174
QoQ shares delta
+53,605
(+2.7%)
Total shares held by funds (by quarter)
Market chart (SPUC)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Simplify Asset Management Inc. | 76,175 | 1,634,812 | 1.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,582 | 227,107 | 0.01% |
| AE Wealth Management LLC | 4,338 | 93,106 | 0.02% |
| Lloyd Advisory Services, LLC. | 1,597 | 34,276 | 0.62% |
| OLD MISSION CAPITAL LLC | 505 | 10,847 | 0.01% |
| B.O.S.S. Retirement Advisors, LLC | 478 | 10,276 | 0.15% |
| HOWARD BAILEY SECURITIES, LLC | 424 | 9,106 | 0.17% |
| MML INVESTORS SERVICES, LLC | 267 | 5,736 | 0.0% |
| Great Lakes Retirement, Inc. | 250 | 5,379 | 0.03% |
| LifeWealth Investments, LLC | 219 | 4,705 | 0.07% |
| Kestra Advisory Services, LLC | 86 | 1,855 | 0.0% |
| Kingdom Financial Group LLC. | 85 | 1,835 | 0.03% |
| OSAIC HOLDINGS, INC. | 58 | 1,251 | 0.0% |
| Quest 10 Wealth Builders, Inc. | 19 | 428 | 0.02% |
| Networth Advisors, LLC | 18 | 391 | 0.01% |
| BANK OF AMERICA CORP /DE/ | 2 | 46 | 0.0% |
| Noble Wealth Management PBC | 0 | 18 | 0.0% |