Who owns SPUC
Which tracked institutional funds hold SPUC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPUC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
3 tracked funds added or opened SPUC while 2 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SPUC’s largest tracked holder by dollar value, Simplify Asset Management Inc., sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPUC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 18 tracked filers holding SPUC, 9 increased or opened the position and 12 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SPUC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Largest adds
- Simplify Asset Management Inc.$8M
- JPMORGAN CHASE & CO$385K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$340K
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$9M
- AE Wealth Management LLC$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Simplify Asset Management Inc. | 1,634,812 | $80M | 86.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 35,143 | $2M | 1.9% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 25,181 | $1M | 1.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 22,148 | $1M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 9,602 | $468K | 0.5% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 5,995 | $295K | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 5,840 | $287K | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 4,304 | $212K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 4,150 | $204K | 0.2% | 2026-Q2 |
| IFG Advisory, LLC new | 1,480 | $73K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 1,268 | $62K | 0.1% | 2026-Q2 |
| UBS Group AG added | 747 | $37K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 172 | $8K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 62 | $3K | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 45 | $2K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC | 18 | $885 | 0.0% | 2026-Q2 |
| Networth Advisors, LLC trimmed | 4 | $199 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $85 | 0.0% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC trimmed | 9,570 | $423K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HOWARD BAILEY SECURITIES, LLC trimmed | 8,988 | $397K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Great Lakes Retirement, Inc. trimmed | 4,967 | $219K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Kingdom Financial Group LLC. trimmed | 1,770 | $78K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Quest 10 Wealth Builders, Inc. trimmed | 415 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. new | 13 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| LifeWealth Investments, LLC trimmed | 4,705 | $219K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,855 | $86K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 46 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Hilltop Holdings Inc. trimmed | 97,229 | $5M | 5.2% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 15,425 | $690K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC new | 393 | $18K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC new | 248 | $11K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 200 | $9K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Decker Retirement Planning Inc. new | 68 | $3K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Richard W. Paul & Associates, LLC new | 19 | $851 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Pineridge Advisors LLC new | 6 | $269 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.