Simplify US Equity Income EtSPUCETF
13F holders, Q1 2025 (March 31)10holders +5
5new positions
0sold out
1famous investor
$38.15avg. 13F price*
At the end of Q1 2025, 10 institutions reported holding Simplify US Equity Income Et (SPUC) in their 13F filings, up 5 from Q4 2024. 5 opened new positions and 0 sold out. The largest holders were Simplify Asset Management Inc. ($89.1M), Commonwealth Equity Services, LLC ($10.6M) and Encompass More Asset Management ($1.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify US Equity Income Et
- CUSIP
- 82889N301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $91.8M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 2,427,474 shares bought and 1,493 shares sold, net +2,425,981 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Simplify Asset Management Inc. | 4.16% | New | 2,334,812 | $89.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.1% | 276,728 | $10.6M |
| Encompass More Asset Management | 0.56% | New | 49,369 | $1.9M |
| Hilltop Holdings Inc. | 0.09% | Add +26.8% | 36,409 | $1.4M |
| Citadel Advisors | 0.00% | New | 15,470 | $590K |
| Old Mission Capital LLC | 0.01% | Reduce -11.1% | 11,971 | $457K |
| JBR Co Financial Management Inc | 0.13% | New | 6,000 | $229K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,692 | $65K |
| UBS Group AG | 0.00% | New | 661 | $25K |
| Morgan Stanley | 0.00% | No change | 1 | $42 |
"% 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.