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%

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