CUSIP 82889N301US EQT PLS UPSIDSPUCQ4 2025
Aggregate 13F value by quarter
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17 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 1.63M | $76.18M | 0 | Held |
| 2 | Commonwealth Equity Services, LLC | 227.1K | $10.58M | +14.0K | Added |
| 3 | Ae Wealth Management LLC | 93.1K | $4.34M | +91.9K | Added |
| 4 | Lloyd Advisory Services, LLC. | 34.3K | $1.60M |
| +34.3K |
| New |
| 5 | Old Mission Capital LLC | 10.8K | $505.4K | −20.5K | Reduced |
| 6 | B.O.S.S. Retirement Advisors, LLC | 10.3K | $478.8K | +10.3K | New |
| 7 | Howard Bailey Securities, LLC | 9.1K | $424.3K | +9.1K | New |
| 8 | Mml Investors Services, LLC | 5.7K | $267.3K | +467 | Added |
| 9 | Great Lakes Retirement, Inc. | 5.4K | $250.6K | +5.4K | New |
| 10 | Lifewealth Investments, LLC | 4.7K | $219.2K | +4.7K | New |
See every fund holding Simplify Exchange Traded Fun, with full quarter-over-quarter share changes.
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