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SPUC SIMPLIFY EXCHANGE TRADED FUN

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CMN (fund)

17 managers (17 13F filers) reported a position in SPUC shares at 2025-12-31, 2,041,174 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
17
13F filers
17
New
9
Added
4
Reduced
2
Sold out
4
Shares held by filers
2,041,174

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.1,634,812$76.2M1.25%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC227,107$10.6M0.01%+14,01413F-HRTimeline
AE Wealth Management LLC93,106$4.34M0.02%+91,86913F-HRTimeline
Lloyd Advisory Services, LLC.34,276$1.6M0.62%new13F-HRTimeline
OLD MISSION CAPITAL LLC10,847$505K0.02%-20,46113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC10,276$479K0.15%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC9,106$424K0.17%new13F-HRTimeline
MML INVESTORS SERVICES, LLC5,736$267K<0.01%+46713F-HRTimeline
Great Lakes Retirement, Inc.5,379$251K0.03%new13F-HRTimeline
LifeWealth Investments, LLC4,705$219K0.07%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,855$86.4K<0.01%new13F-HRTimelineGroup
Kingdom Financial Group LLC.1,835$85.5K0.03%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,251$58.3K<0.01%+48813F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.428$19.9K0.02%new13F-HRTimeline
Networth Advisors, LLC391$18.2K0.01%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/46$2.14K<0.01%-3,18213F-HRTimelineGroup
Noble Wealth Management PBC18$839<0.01%new13F-HRTimeline