Who Owns SPUC?
Simplify US Equity PLUS Upside Convexity ETF — Institutional Ownership & 13F Holdings
$47.94
+0.50 (+1.06%)
Market Cap
$106.0M
Shares Outstanding
2,092,939
Institutional Holders
10
Total Inst. Value
$93.7M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
5
Closed Positions
1
Increased
3
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Simplify Asset Management Inc.New | $89.1M | 2,334,812 |
| 2 | Encompass More Asset ManagementNew | $1.9M | 49,369 |
| 3 | Hilltop Holdings Inc. | $1.4M | 36,409 |
| 4 | CITADEL ADVISORS LLCNew | $590K | 15,470 |
| 5 | OLD MISSION CAPITAL LLC | $457K | 11,971 |
| 6 | JBR Co Financial Management IncNew | $229K | 6,000 |
| 7 | OSAIC HOLDINGS, INC. | $65K | 1,692 |
| 8 | UBS Group AGNew | $25K | 661 |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $11K | 276,728 |
| 10 | MORGAN STANLEY | $0 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Simplify Asset Management Inc.New | +2.3M | $89.1M |
| Encompass More Asset ManagementNew | +49K | $1.9M |
| Hilltop Holdings Inc. | +8K | $1.4M |
| CITADEL ADVISORS LLCNew | +15K | $590K |
| JBR Co Financial Management IncNew | +6K | $229K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | -1K | $457K |
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Frequently Asked Questions
How many institutional investors hold SPUC?
As of Q1 2025, 10 institutional investors report holding SPUC (Simplify US Equity PLUS Upside Convexity ETF) in their 13F filings.
Which hedge fund owns the most SPUC?
The largest institutional holder of SPUC is Simplify Asset Management Inc. with $89.1M in shares.
Are institutions buying or selling SPUC?
This quarter, 5 institutions opened new positions in SPUC and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.