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SPUC SIMPLIFY EXCHANGE TRADED FUN

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CMN (fund)

22 managers (22 13F filers) reported a position in SPUC shares at 2025-06-30, 2,463,379 shares in all. 13 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
13
Added
2
Reduced
5
Sold out
2
Shares held by filers
2,463,379

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Simplify Asset Management Inc.1,913,678$85.6M5.18%-421,13413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC198,666$8.88M0.01%-78,06213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.110,460$4.94M0.32%+74,05113F-HRTimelineGroup
AE Wealth Management LLC104,367$4.67M0.03%new13F-HRTimeline
OLD MISSION CAPITAL LLC41,654$1.86M0.05%+29,68313F-HRTimeline
Lloyd Advisory Services, LLC.34,325$1.53M0.74%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC19,745$883K0.22%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,425$690K<0.01%-4513F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC10,837$485K0.15%new13F-HR/ATimeline
Great Lakes Retirement, Inc.6,692$299K0.04%new13F-HRTimeline
LifeWealth Investments, LLC5,385$241K0.09%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.604$27.1K<0.01%-1,08813F-HR/ATimelineGroup
Quest 10 Wealth Builders, Inc.442$19.8K0.02%new13F-HRTimeline
Transce3nd, LLC393$17.6K0.01%new13F-HRTimeline
Park Square Financial Group, LLC248$11.1K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC200$8.94K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG164$7.33K<0.01%-49713F-HRTimelineGroup
Decker Retirement Planning Inc.68$3.04K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC19$851<0.01%new13F-HRTimeline
Pineridge Advisors LLC6$269<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$87<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.