Simplify US Equity Income EtSPUCETF
13F holders, Q4 2024 (December 31)5holders −1
1new positions
2sold out
$40.93avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Simplify US Equity Income Et (SPUC) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were Commonwealth Equity Services, LLC ($10.8M), Hilltop Holdings Inc. ($1.2M) and Old Mission Capital LLC ($551K).
- Company
- Simplify US Equity Income Et
- CUSIP
- 82889N301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.2M |
| Exits | 2 | $542K |
All 13F filers, Q3 2024 → Q4 2024: 245,101 shares bought and 12,858 shares sold, net +232,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Commonwealth Equity Services, LLC | 0.02% | Add +414.3% | 263,264 | $10.8M |
| Hilltop Holdings Inc. | 0.07% | New | 28,711 | $1.2M |
| Old Mission Capital LLC | 0.01% | Add +47.1% | 13,464 | $551K |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 1,692 | $69K |
| Morgan Stanley | 0.00% | No change | 1 | $41 |
"% 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.