Simplify US Smllcap PlusSCYETF
13F holders, Q1 2025 (March 31)3holders +1
2new positions
1sold out
$19.57avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Simplify US Smllcap Plus Inc. (SCY) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Simplify Asset Management Inc. ($1.9M), Old Mission Capital LLC ($411K) and UBS Group AG ($4K).
- Company
- Simplify US Smllcap Plus Inc.
- CUSIP
- 82889N418
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.3M |
| Exits | 1 | $2.1M |
All 13F filers, Q4 2024 → Q1 2025: 116,011 shares bought and 95,792 shares sold, net +20,219 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Simplify Asset Management Inc. | 0.09% | New | 95,000 | $1.9M |
| Old Mission Capital LLC | 0.01% | New | 21,011 | $411K |
| UBS Group AG | 0.00% | Reduce -24.1% | 224 | $4K |
"% of holder's portfolio" is SCY's weight in each manager's 13F, not the share of Simplify US Smllcap Plus Inc. the manager owns.