Simplify US Equity Income EtSPUCETF
13F holders, Q1 2026 (March 31)19holders +2
5new positions
3sold out
$44.18avg. 13F price*
At the end of Q1 2026, 19 institutions reported holding Simplify US Equity Income Et (SPUC) in their 13F filings, up 2 from Q4 2025. 5 opened new positions and 3 sold out. The largest holders were Simplify Asset Management Inc. ($72.2M), Commonwealth Equity Services, LLC ($10.9M) and AE Wealth Management LLC ($4.2M).
- Company
- Simplify US Equity Income Et
- CUSIP
- 82889N301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.3M |
| Exits | 3 | $308K |
All 13F filers, Q4 2025 → Q1 2026: 65,668 shares bought and 41,334 shares sold, net +24,334 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Simplify Asset Management Inc. | 1.11% | No change | 1,634,812 | $72.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +8.8% | 247,063 | $10.9M |
| AE Wealth Management LLC | 0.02% | Add +1.1% | 94,085 | $4.2M |
| Old Mission Capital LLC | 0.03% | Add +130.9% | 25,049 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 16,961 | $749K |
| Elevated Capital Advisors, LLC | 0.13% | New | 11,636 | $514K |
| B.O.S.S. Retirement Advisors, LLC | 0.13% | Reduce -6.9% | 9,570 | $423K |
| Howard Bailey Securities, LLC | 0.16% | Reduce -1.3% | 8,988 | $397K |
| MML Investors Services, LLC | 0.00% | Reduce -1.2% | 5,669 | $250K |
| Great Lakes Retirement, Inc. | 0.02% | Reduce -7.7% | 4,967 | $219K |
| JPMorgan Chase & Co. | 0.00% | New | 1,920 | $82K |
| Lloyd Advisory Services, LLC. | 0.02% | Reduce -94.8% | 1,770 | $78K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -3.5% | 1,770 | $78K |
| Osaic Holdings, Inc. | 0.00% | Reduce -65.1% | 437 | $19K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -3.0% | 415 | $18K |
| Networth Advisors, LLC | 0.01% | Reduce -6.9% | 364 | $16K |
| Hantz Financial Services, Inc. | 0.00% | New | 13 | $1K |
| Noble Wealth Management PBC | 0.00% | No change | 18 | $795 |
| Morgan Stanley | 0.00% | New | 1 | $66 |
"% 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.