Simplify US Equity Income EtSPUCETF

13F holders, Q3 2024 (September 30)
6holders
2new positions
2sold out
$42.16avg. 13F price*

At the end of Q3 2024, 6 institutions reported holding Simplify US Equity Income Et (SPUC) in their 13F filings, unchanged from Q2 2024. 2 opened new positions and 2 sold out. The largest holders were Commonwealth Equity Services, LLC ($2.2M), Goldman Sachs Group Inc. ($451K) and Old Mission Capital LLC ($386K).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions2$837K
Exits2$2.0M

All 13F filers, Q2 2024 → Q3 2024: 31,254 shares bought and 48,862 shares sold, net −17,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Commonwealth Equity Services, LLC 0.00% Add +20.6% 51,185 $2.2M
Goldman Sachs Group Inc. 0.00% New 10,701 $451K
Old Mission Capital LLC 0.01% New 9,155 $386K
UBS Group AG 0.00% Add +2123.7% 2,157 $91K
Osaic Holdings, Inc. 0.00% Add +55.0% 1,690 $71K
Morgan Stanley 0.00% No change 1 $57

"% 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.