Simplify US Equity Income EtSPUCETF

13F holders, Q3 2025 (September 30)
11holders −10
3new positions
13sold out
$50.20avg. 13F price*

At the end of Q3 2025, 11 institutions reported holding Simplify US Equity Income Et (SPUC) in their 13F filings, down 10 from Q2 2025. 3 opened new positions and 13 sold out. The largest holders were Simplify Asset Management Inc. ($82.1M), Commonwealth Equity Services, LLC ($10.7M) and Hilltop Holdings Inc. ($4.9M).

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 2025 → Q3 2025

InstitutionsTotal Value
New Positions3$452K
Exits13$4.2M

All 13F filers, Q2 2025 → Q3 2025: 23,583 shares bought and 499,393 shares sold, net −475,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 11 holders

Simplify Asset Management Inc. 1.66% Reduce -14.6% 1,634,812 $82.1M
Commonwealth Equity Services, LLC 0.01% Add +7.3% 213,093 $10.7M
Hilltop Holdings Inc. 0.26% Reduce -12.0% 97,229 $4.9M
Old Mission Capital LLC 0.06% Reduce -24.8% 31,308 $1.6M
MML Investors Services, LLC 0.00% New 5,269 $264K
Bank of America Corp. 0.00% New 3,228 $162K
AE Wealth Management LLC 0.00% Reduce -98.8% 1,237 $62K
Osaic Holdings, Inc. 0.00% Add +26.3% 763 $38K
Principal Securities, Inc. 0.00% New 500 $25K
UBS Group AG 0.00% Reduce -21.3% 129 $6K
Morgan Stanley 0.00% No change 1 $70

"% 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.