ETF Holders

Who owns SPUC?

Bond

Simplify US Equity Income ETF · Simplify

18 institutions reported holding SPUC, worth $86.1M, in Form 13F filings for June 30, 2026.

13F holders
18
Institutional value
$86.1M
Change from prior quarter
-5.6%
−$5.1M, with price moves
New and sold-out firms
5 / 6
4 added, 6 trimmed

Top 10 institutional holders of SPUC

FirmLocationValueSharesChange
Simplify Asset Management Inc.Las Vegas, NV$80.4M1,634,812No change
Commonwealth Equity Services, LLCWaltham, MA$1.7M35,143−211,920 shares
Old Mission Capital LLCChicago, IL$1.2M25,181+132 shares
Susquehanna International Group, LLPBala Cynwyd, PA$1.1M22,148+5,187 shares
JPMorgan Chase & CoNew York, NY$468K9,602+7,682 shares
Elevated Capital Advisors, LLCSandy, UT$295K5,995−5,641 shares
MML Investors Services, LLCSpringfield, MA$287K5,840+171 shares
Principal Securities, Inc.Des Moines, IA$212K4,304New position
Goldman Sachs Group Inc.New York, NY$204K4,150New position
IFG Advisory, LLCAtlanta, GA$73K1,480New position
8 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns SPUC?

18 institutional managers reported holding SPUC in Form 13F filings for June 30, 2026, worth $86.1M in total. The largest reported position was held by Simplify Asset Management Inc., at $80.4M.

Did institutions buy or sell SPUC last quarter?

Reported 13F value fell 5.6% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 6 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is SPUC ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.