SPUC

Simplify Us Equity Plus Upsi

Latest period2026 - Q1Total superinvestors19

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 19 superinvestors own shares of Simplify Us Equity Plus Upsi (SPUC), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Simplify Us Equity Plus Upsi (SPUC), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Simplify Us Equity Plus Upsi (SPUC) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Simplify Us Equity Plus Upsi (SPUC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Fiona Ho@Simplify Asset Management Inc.
Recent Activity
1.11%
$72.226M
1.635M shares@ 44.18 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Increased 8.79%
0.02%
$10.915M
247,063 shares@ 44.18 avg price
Shawn Scholz@Ae Wealth Management Llc
Recent Activity
Increased 1.06%
0.03%
$4.157M
94,085 shares@ 44.19 avg price
Patrick Nichols@Old Mission Capital Llc
Recent Activity
Increased 130.94%
0.02%
$1.107M
25,049 shares@ 44.18 avg price
Brian Sopinsky@Susquehanna International Group, Llp
Recent Activity
New Position
0.01%
$749,337
16,961 shares@ 44.19 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
New Position
0.13%
$514,066
11,636 shares@ 44.18 avg price
Curtis Packer@B.o.s.s. Retirement Advisors, Llc
Recent Activity
Decreased -6.87%
0.13%
$422,824
9,570 shares@ 44.19 avg price
NICOLE GOFF@Howard Bailey Securities, Llc
Recent Activity
Decreased -1.29%
0.17%
$397,098
8,988 shares@ 44.19 avg price
Frank Rispoli@Mml Investors Services, Llc
Recent Activity
Decreased -1.16%
0.01%
$250,460
5,669 shares@ 44.19 avg price
Rodrigo Diaz@Great Lakes Retirement, Inc.
Recent Activity
Decreased -7.65%
0.03%
$219,431
4,967 shares@ 44.18 avg price

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