Simplify US Equity Income EtSPUCETF
13F holders, Q2 2024 (June 30)6holders −1
2new positions
3sold out
$40.31avg. 13F price*
At the end of Q2 2024, 6 institutions reported holding Simplify US Equity Income Et (SPUC) in their 13F filings, down 1 from Q1 2024. 2 opened new positions and 3 sold out. The largest holders were Commonwealth Equity Services, LLC ($1.7M), Hilltop Holdings Inc. ($1.2M) and Wolverine Trading, LLC ($767K).
- Company
- Simplify US Equity Income Et
- CUSIP
- 82889N301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.2M |
| Exits | 3 | $1.2M |
All 13F filers, Q1 2024 → Q2 2024: 62,672 shares bought and 31,559 shares sold, net +31,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Commonwealth Equity Services, LLC | 0.00% | Add +114.9% | 42,447 | $1.7M |
| Hilltop Holdings Inc. | 0.14% | New | 29,834 | $1.2M |
| Wolverine Trading, LLC | 0.01% | Add +111.9% | 19,028 | $767K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,090 | $44K |
| UBS Group AG | 0.00% | New | 97 | $4K |
| Morgan Stanley | 0.00% | No change | 1 | $43 |
"% 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.