Who Owns Simplify US Equity PLUS Upside Convexity ETF (SPUC)?Hedge Fund & Institutional Holders

$45.08-0.14 (-0.31%)Financial ServicesNYSE_ARCA

Institutional Holders

18

as of Q4 2025

Total Institutional Value

$7.61750001e+57T

% of Float Held

—

QoQ Change in Holders

+12 / -4

Price History

$32.52$37.40$42.28$47.15$52.03Sep 24Jun 25Mar 26

SPUC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Simplify Asset Management Inc.New Position+1.6M+$76.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+227K+$10.0B
Lloyd Advisory Services, LLC.New Position+34K+$1.6B
B.O.S.S. Retirement Advisors, LLCNew Position+10K+$478.0M
HOWARD BAILEY SECURITIES, LLCNew Position+9K+$424.0M
LifeWealth Investments, LLCNew Position+5K+$219.0M
Kingdom Financial Group LLC.New Position+2K+$85.0M
Quest 10 Wealth Builders, Inc.New Position+428+$19.0M
Networth Advisors, LLCNew Position+391+$18K
AE Wealth Management LLCNew Position+93K+$4K
Great Lakes Retirement, Inc.New Position+5K+$0
Kestra Advisory Services, LLCNew Position+2K+$0
OSAIC HOLDINGS, INC.Increased+488+$-37.7M
MML INVESTORS SERVICES, LLCIncreased+467+$-264.5M

SPUC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Hilltop Holdings Inc.Closed Position-97K-$4.9B
OLD MISSION CAPITAL LLCDecreased-20K-$1.1B
UBS Group AGClosed Position-129-$6.5M
BANK OF AMERICA CORP /DE/Decreased-3K-$162K
PRINCIPAL SECURITIES, INC.Closed Position-500-$25K
MORGAN STANLEYClosed Position-1-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Simplify Asset Management Inc.1,634,812$76.2B1243.56%Share
2COMMONWEALTH EQUITY SERVICES, LLC227,107$10.0B13.33%Share
3Lloyd Advisory Services, LLC.34,276$1.6B0.62%Share
4OLD MISSION CAPITAL LLC10,847$505.0M0.01%Share
5B.O.S.S. Retirement Advisors, LLC10,276$478.0M0.15%Share
6HOWARD BAILEY SECURITIES, LLC9,106$424.0M0.17%Share
7LifeWealth Investments, LLC4,705$219.0M0.07%Share
8Kingdom Financial Group LLC.1,835$85.0M0.03%Share
9Quest 10 Wealth Builders, Inc.428$19.0M0.02%Share
10Networth Advisors, LLC391$18K0.01%Share
11AE Wealth Management LLC92,883$4K0.00%Share
12BANK OF AMERICA CORP /DE/46$00.00%Share
13MML INVESTORS SERVICES, LLC5,736$00.00%Share
14AE Wealth Management LLC76$00.00%Share
15AE Wealth Management LLC147$00.00%Share
16Kestra Advisory Services, LLC1,855$00.00%Share
17OSAIC HOLDINGS, INC.1,251$00.00%Share
18Great Lakes Retirement, Inc.5,379$00.00%Share

SPUC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202516$89.5B+8
Q3 20258$6.8B-10
Q2 202518$110.0B+8
Q1 202510$104.3B+4
Q4 20246$12.6B-1
Q3 20247$386.6B+0
Q2 20247$813.0M+1
Q1 20246$1.8B—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 18 institutional investors hold SPUC (Simplify US Equity PLUS Upside Convexity ETF). The largest holder is Simplify Asset Management Inc. with $76.2B in shares. This quarter, 12 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own SPUC?

As of Q4 2025, 18 institutional investors report holding SPUC (Simplify US Equity PLUS Upside Convexity ETF) in their 13F filings.

Who is the largest institutional holder of SPUC?

The largest institutional holder of SPUC is Simplify Asset Management Inc. with $76.2B in shares.

Is institutional ownership of SPUC increasing or decreasing?

This quarter, 12 institutions opened new positions in SPUC and 4 closed their positions.