Simplify US Equity Income EtSPUCETF
13F holders, Q4 2025 (December 31)17holders +6
9new positions
4sold out
$46.60avg. 13F price*
At the end of Q4 2025, 17 institutions reported holding Simplify US Equity Income Et (SPUC) in their 13F filings, up 6 from Q3 2025. 9 opened new positions and 4 sold out. The largest holders were Simplify Asset Management Inc. ($76.2M), Commonwealth Equity Services, LLC ($10.6M) and AE Wealth Management LLC ($4.3M).
- Company
- Simplify US Equity Income Et
- CUSIP
- 82889N301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.2M |
| Exits | 4 | $4.9M |
All 13F filers, Q3 2025 → Q4 2025: 174,716 shares bought and 121,502 shares sold, net +53,214 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Simplify Asset Management Inc. | 1.25% | No change | 1,634,812 | $76.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.6% | 227,107 | $10.6M |
| AE Wealth Management LLC | 0.02% | Add +7426.8% | 93,106 | $4.3M |
| Lloyd Advisory Services, LLC. | 0.62% | New | 34,276 | $1.6M |
| Old Mission Capital LLC | 0.02% | Reduce -65.3% | 10,847 | $505K |
| B.O.S.S. Retirement Advisors, LLC | 0.15% | New | 10,276 | $479K |
| Howard Bailey Securities, LLC | 0.17% | New | 9,106 | $424K |
| MML Investors Services, LLC | 0.00% | Add +8.9% | 5,736 | $267K |
| Great Lakes Retirement, Inc. | 0.03% | New | 5,379 | $251K |
| LifeWealth Investments, LLC | 0.07% | New | 4,705 | $219K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,855 | $86K |
| Kingdom Financial Group LLC. | 0.03% | New | 1,835 | $85K |
| Osaic Holdings, Inc. | 0.00% | Add +64.0% | 1,251 | $58K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 428 | $20K |
| Networth Advisors, LLC | 0.01% | — | 391 | $18K |
| Bank of America Corp. | 0.00% | Reduce -98.6% | 46 | $2K |
| Noble Wealth Management PBC | 0.00% | New | 18 | $839 |
"% 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.