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Simplify US Eqty Plus UP (SPUC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
NEW
Shares950,000
Change+950,000
Value$46.1M
Filed 2026-11-04
Simplify Asset Management Inc.
DECREASED
Shares559,812 from 1,634,812
Change-1,075,000 (-66%)
Value$27.2M (-$53.3M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares20,306 from 35,143
Change-14,837 (-42%)
Value$984.9K (-$743.8K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
NEW
Shares11,484
Change+11,484
Value$555.4K
Filed 2026-10-27
Elevated Capital Advisors, LLC
DECREASED
Shares70 from 5,995
Change-5,925 (-99%)
Value$3.4K (-$291.5K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
INCREASED
Shares46 from 45
Change+1 (+2%)
Value$2.2K (+$4)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
DECREASED
Shares40 from 62
Change-22 (-35%)
Value$1.9K (-$1.1K)
Filed 2026-11-04
Noble Wealth Management PBC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$873 (-$12)
Filed 2026-10-01
Networth Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$203 (+$4)
Filed 2026-11-03
Old Mission Capital LLC
N/A
Shares— from 25,181
Change-25,181 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,148
Change-22,148 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,602
Change-9,602 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,840
Change-5,840 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,304
Change-4,304 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
UBS Group AG
N/A
Shares— from 747
Change-747 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 172
Change-172 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Citigroup Inc
NEW950,000—+950,000——$46.1M—2026-11-04
Simplify Asset Management Inc.
DECREASED559,8121,634,812-1,075,000-66%$80.4M$27.2M-$53.3M2026-10-27
Commonwealth Equity Services, LLC
DECREASED20,30635,143-14,837-42%$1.7M$984.9K-$743.8K2026-11-02
Chicago Partners Investment Group LLC
NEW11,484—+11,484——$555.4K—2026-10-27
Elevated Capital Advisors, LLC
DECREASED705,995-5,925-99%$294.9K$3.4K-$291.5K2026-11-04
Lloyd Advisory Services, Llc.
INCREASED4645+1+2%$2.2K$2.2K+$42026-11-02
Tounjian Advisory Partners, LLC
DECREASED4062-22-35%$3.1K$1.9K-$1.1K2026-11-04
Noble Wealth Management PBC
UNCHANGED181800%$885$873-$122026-10-01
Networth Advisors, LLC
UNCHANGED4400%$199$203+$42026-11-03
Old Mission Capital LLC
N/A—25,181-25,181-100%$1.2M———
Susquehanna International Group, LLP
N/A—22,148-22,148-100%$1.1M———
JPMorgan Chase & Co
N/A—9,602-9,602-100%$467.8K———
MML Investors Services, LLC
N/A—5,840-5,840-100%$287.3K———
Principal Securities, Inc.
N/A—4,304-4,304-100%$211.7K———
Goldman Sachs Group Inc
N/A—4,150-4,150-100%$204.1K———
IFG Advisory, LLC
N/A—1,480-1,480-100%$72.8K———
AE Wealth Management LLC
N/A—1,268-1,268-100%$62.4K———
UBS Group AG
N/A—747-747-100%$36.7K———
Osaic Holdings, Inc.
N/A—172-172-100%$8.5K———
Morgan Stanley
N/A—1-1-100%$85———
Showing 20 of 20 institutions