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Simplify Exchange Traded Fun shares owned by LPL Financial

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPYC) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 86k 42.86
2025-06-30 $507k 12k 41.32
2025-03-31 $307k 8.9k 34.45

More positions owned by LPL Financial

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding Simplify Exchange Traded Fun

Austin Wealth Management
Integrated Wealth Concepts
Entrewealth
AE Wealth Management
LPL Financial
Commonwealth Equity Services
Evolution Wealth Management
Lloyd Advisory Services
Financial Enhancement
B.O.S.S. Retirement Advisors
Mercer Global Advisors
CWM
Fiduciary Alliance
Citadel Advisors
Howard Bailey Securities

View all funds holding Simplify Exchange Traded Fun