Simplify US Equity Income EtSPUCETF

13F holders, Q1 2024 (March 31)
7holders
$39.14avg. 13F price*

At the end of Q1 2024, 7 institutions reported holding Simplify US Equity Income Et (SPUC) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($773K), Old Mission Capital LLC ($640K) and Wolverine Trading, LLC ($351K).

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 2024

InstitutionsTotal Value
New Positions2$345K
Exits1$299K

Ownership 7 holders

Commonwealth Equity Services, LLC 0.00% Reduce -0.4% 19,755 $773K
Old Mission Capital LLC 0.02% Reduce -13.0% 16,358 $640K
Wolverine Trading, LLC 0.00% Reduce -62.6% 8,979 $351K
Cambridge Investment Research Advisors, Inc. 0.00% New 8,813 $345K
Betterment LLC 0.00% Reduce -14.3% 6,388 $250K
Osaic Holdings, Inc. 0.00% No change 1,090 $43K
Morgan Stanley 0.00% New 1 $44

"% 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.