Simplify US Equity Income EtSPUCETF

13F holders, Q2 2026 (June 30)
18holders −1
5new positions
6sold out
$49.19avg. 13F price*

At the end of Q2 2026, 18 institutions reported holding Simplify US Equity Income Et (SPUC) in their 13F filings, down 1 from Q1 2026. 5 opened new positions and 6 sold out. The largest holders were Simplify Asset Management Inc. ($80.4M), Commonwealth Equity Services, LLC ($1.7M) and Old Mission Capital LLC ($1.2M).

Company
Simplify US Equity Income Et
CUSIP
82889N301
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 7Q1 2024Q2 2024: 6Q2 2024Q3 2024: 6Q3 2024Q4 2024: 5Q4 2024Q1 2025: 10Q1 2025Q2 2025: 21Q2 2025Q3 2025: 11Q3 2025Q4 2025: 17Q4 2025Q1 2026: 19Q1 2026Q2 2026: 18Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions5$528K
Exits6$1.1M

All 13F filers, Q1 2026 → Q2 2026: 23,915 shares bought and 338,451 shares sold, net −314,536 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

Simplify Asset Management Inc. 1.14% No change 1,634,812 $80.4M
Commonwealth Equity Services, LLC 0.00% Reduce -85.8% 35,143 $1.7M
Old Mission Capital LLC 0.03% Add +0.5% 25,181 $1.2M
Susquehanna International Group, LLP 0.00% Add +30.6% 22,148 $1.1M
JPMorgan Chase & Co. 0.00% Add +400.1% 9,602 $468K
Elevated Capital Advisors, LLC 0.08% Reduce -48.5% 5,995 $295K
MML Investors Services, LLC 0.00% Add +3.0% 5,840 $287K
Principal Securities, Inc. 0.00% New 4,304 $212K
Goldman Sachs Group Inc. 0.00% New 4,150 $204K
IFG Advisory, LLC 0.00% New 1,480 $73K
AE Wealth Management LLC 0.00% Reduce -98.7% 1,268 $62K
UBS Group AG 0.00% New 747 $37K
Osaic Holdings, Inc. 0.00% Reduce -60.6% 172 $8K
Tounjian Advisory Partners, LLC 0.00% New 62 $3K
Lloyd Advisory Services, LLC. 0.00% Reduce -97.5% 45 $2K
Noble Wealth Management PBC 0.00% No change 18 $885
Networth Advisors, LLC 0.00% Reduce -98.9% 4 $199
Morgan Stanley 0.00% No change 1 $85

"% of holder's portfolio" is SPUC's weight in each manager's 13F, not the share of Simplify US Equity Income Et the manager owns.