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Simplify US Eqty Plus UP (SPUC)

CUSIP: 82889N301 | NYSE | 53 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Citigroup Inc950,000
0.0% of portfolio›$46.1M
Simplify Asset Management Inc.559,812
0.4% of portfolio›$27.2M
Commonwealth Equity Services, LLC20,306
0.0% of portfolio›$984.9K
Chicago Partners Investment Group LLC11,484
0.0% of portfolio›$555.4K
Elevated Capital Advisors, LLC70
0.0% of portfolio›$3.4K
Lloyd Advisory Services, Llc.46
0.0% of portfolio›$2.2K
Tounjian Advisory Partners, LLC40
0.0% of portfolio›$1.9K
Noble Wealth Management PBC18
0.0% of portfolio›$873
Networth Advisors, LLC4
0.0% of portfolio›$203
StyleTurnoverLocationFiled
Citigroup Inc
950,000$46.1M0.0%CoreMediumNew York, NY2026-11-04
Simplify Asset Management Inc.
559,812$27.2M0.4%CoreLowLas Vegas, NV2026-10-27
Commonwealth Equity Services, LLC
20,306$984.9K0.0%ETFLowWaltham, MA2026-11-02
Chicago Partners Investment Group LLC
11,484$555.4K0.0%GARPLowChicago, IL2026-10-27
Elevated Capital Advisors, LLC
70$3.4K0.0%ETFMediumSandy, UT2026-11-04
Lloyd Advisory Services, Llc.
46$2.2K0.0%ETFVery HighSuwanee, GA2026-11-02
Tounjian Advisory Partners, LLC
40$1.9K0.0%GrowthHighFort Myers, FL2026-11-04
Noble Wealth Management PBC
18$8730.0%YieldMediumGreenwood Village, CO2026-10-01
Networth Advisors, LLC
4$2030.0%ETFMediumCanonsburg, PA2026-11-03