Simplify US Equity Income EtSPUCETF

13F holders, Q2 2025 (June 30)
21holders +11
13new positions
2sold out
1famous investor
$44.71avg. 13F price*

At the end of Q2 2025, 21 institutions reported holding Simplify US Equity Income Et (SPUC) in their 13F filings, up 11 from Q1 2025. 13 opened new positions and 2 sold out. The largest holders were Simplify Asset Management Inc. ($85.6M), Commonwealth Equity Services, LLC ($8.9M) and Hilltop Holdings Inc. ($4.9M). 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

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$8.2M
Exits2$2.1M

All 13F filers, Q1 2025 → Q2 2025: 286,461 shares bought and 556,195 shares sold, net −269,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 21 holders

Simplify Asset Management Inc. 5.18% Reduce -18.0% 1,913,678 $85.6M
Commonwealth Equity Services, LLC 0.01% Reduce -28.2% 198,666 $8.9M
Hilltop Holdings Inc. 0.32% Add +203.4% 110,460 $4.9M
AE Wealth Management LLC 0.03% New 104,367 $4.7M
Old Mission Capital LLC 0.05% Add +248.0% 41,654 $1.9M
Lloyd Advisory Services, LLC. 0.74% New 34,325 $1.5M
B.O.S.S. Retirement Advisors, LLC 0.22% New 19,745 $883K
Citadel Advisors 0.00% Reduce -0.3% 15,425 $690K
Howard Bailey Securities, LLC 0.15% New 10,837 $485K
Great Lakes Retirement, Inc. 0.04% New 6,692 $299K
LifeWealth Investments, LLC 0.09% New 5,385 $241K
Osaic Holdings, Inc. 0.00% Reduce -64.3% 604 $27K
Quest 10 Wealth Builders, Inc. 0.02% New 442 $20K
Transce3nd, LLC 0.01% New 393 $18K
Park Square Financial Group, LLC 0.01% New 248 $11K
Raymond James Financial Inc. 0.00% New 200 $9K
UBS Group AG 0.00% Reduce -75.2% 164 $7K
Decker Retirement Planning Inc. 0.00% New 68 $3K
Richard W. Paul & Associates, LLC 0.00% New 19 $851
Pineridge Advisors LLC 0.00% New 6 $269
Morgan Stanley 0.00% No change 1 $87

"% 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.