Security Details
Security Name: | SIMPLIFY US EQUITY PLUS CONV |
---|---|
Ticker: | SPYC |
Security Type: | OTHER |
Exchange: | US |
CUSIP: | 82889N103 |
Historical Stats
Period | Total Value | Value Change | Total Holders | Holder Change |
---|---|---|---|---|
2024-06-30 | $0.05B | - | 15 | - |
2024-09-30 | $0.06B | +16.4% | 15 | 0.0% |
2024-12-31 | $0.05B | -20.6% | 19 | +26.7% |
Current Major Holders for Period: 2024-12-31
Institution | Value | Shares | % of Portfolio |
---|---|---|---|
ENTREWEALTH, LLC | $6.2M | 165K | 5.7% |
AUSTIN WEALTH MANAGEMENT, LLC | $25.8M | 668K | 5.4% |
NOBLE WEALTH MANAGEMENT PBC | $0.5M | 14K | 0.4% |
INTEGRATED WEALTH CONCEPTS LLC | $11.3M | 300K | 0.1% |
COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 91K | 0.0% |
MODERN WEALTH MANAGEMENT, LLC | $0.2M | 5K | 0.0% |
OLD MISSION CAPITAL LLC | $0.3M | 7K | 0.0% |
BLACKROCK, INC. | $0.1M | 3K | 0.0% |
OSAIC HOLDINGS, INC. | $0.1M | 1K | 0.0% |
EMPOWERED FUNDS, LLC | $0.1M | 1K | 0.0% |
CWM, LLC | $0.1M | 3K | 0.0% |
JANE STREET GROUP, LLC | $0.4M | 10K | 0.0% |
IFP ADVISORS, INC | $0.1M | 1K | 0.0% |
APTUS CAPITAL ADVISORS, LLC | $0.0M | 1K | 0.0% |
MORGAN STANLEY | $0.0M | 0K | 0.0% |
CITADEL ADVISORS LLC | $0.4M | 9K | 0.0% |
ROYAL BANK OF CANADA | $0.4M | 10K | 0.0% |
WOLVERINE TRADING, LLC | $0.7M | 18K | 0.0% |
Similar Securities
Ticker | Exchange | Security | Similarity Score | Common Holders | Total Holders |
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GAA | US | CAMBRIA GLOBAL ASSET ALLOCAT | 0.100 | 2 | 20 |
MFUS | US | PIMCO RAFI DYNAMIC MULTI-FAC | 0.095 | 2 | 21 |
MFEM | US | PIMCO RAFI DYNAMIC MULTI-FAC | 0.074 | 2 | 27 |
MFDX | US | PIMCO RAFI DYNAMIC MULTI-FAC | 0.065 | 2 | 31 |
TBUX | US | T ROWE PRICE ULTRA SHORT-TER | 0.053 | 2 | 38 |
DFIP | US | DIMENSIONAL INFLATION-PROTEC | 0.022 | 2 | 90 |
AVIV | US | AVANTIS INT LRG CAP VAL ETF | 0.022 | 2 | 92 |
NFRA | US | FLEXSHARES STOXX GLOBAL BROA | 0.021 | 2 | 94 |
AVES | US | AVANTIS EMERGING MARKETS VAL | 0.021 | 2 | 97 |
DBMF | US | IMGP DBI MANAGED FUTURES STR | 0.014 | 2 | 144 |
DFNM | US | DIMENSIONAL NATIONAL MUNI BD | 0.012 | 2 | 172 |
DFAR | US | DIMENSIONAL US REAL EST ETF | 0.011 | 2 | 174 |
BILS | US | SPDR BLOOMBERG 3-12 MONTH T- | 0.010 | 2 | 196 |
GUNR | US | FLEXSHARES GLOBAL UPSTREAM N | 0.009 | 2 | 222 |
AVLV | US | AVANTIS US LARGE CAP VALUE | 0.008 | 2 | 262 |
TOTL | US | SPDR DOUBLELINE TR TACT ETF | 0.007 | 2 | 270 |
DFCF | US | DIMENSIONAL CORE FIXED INC | 0.007 | 2 | 284 |
DFEM | US | DIMENSIONAL EMERGING MARKETS | 0.007 | 2 | 288 |
SPTS | US | SPDR PORT SHRT TRM TRSRY | 0.007 | 2 | 299 |
DFIC | US | DIMENSIONAL INTERNATIONAL CO | 0.006 | 2 | 322 |
FNDA | US | SCHWAB FNDMNTL US SM CO ETF | 0.006 | 2 | 323 |
DFAU | US | DIMENSIONAL US CORE EQUITY M | 0.006 | 2 | 332 |
DFAE | US | DIMENSIONAL EMERGING CORE EQ | 0.006 | 2 | 358 |
GLDM | US | SPDR GOLD MINISHARES TRUST | 0.005 | 2 | 399 |
DFAI | US | DIMENSIONAL INTERNATIONAL CO | 0.005 | 2 | 412 |