Simplify US Equity Income ET ETF (SPUC): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow SPUC for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 18

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$49.19

+11.3% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of SPUC (all 13F filers)

Simplify Asset Management1.6 MType not verified0
Commonwealth Equity Services35 KWealth adviser−212 K
Old Mission Capital25 KType not verified+132
Susquehanna International Group, LLP22 KBank or trading desk+5,187
JPMorgan Chase9,602Bank or trading desk+7,682
Elevated Capital Advisors5,995Type not verified−5,641
MML Investors Services5,840Wealth adviser+171
Principal Securities4,304Type not verified+4,304
Goldman Sachs Group4,150Bank or trading desk+4,150
IFG Advisory1,480Type not verified+1,480

Filer	Type
Simplify Asset Management	Type not verified	1.6 M	0	$80.4M
Commonwealth Equity Services	Wealth adviser	35 K	−212 K	$1.7M
Old Mission Capital	Type not verified	25 K	+132	$1.2M
Susquehanna International Group, LLP	Bank or trading desk	22 K	+5,187	$1.1M
JPMorgan Chase	Bank or trading desk	9,602	+7,682	$468K
Elevated Capital Advisors	Type not verified	5,995	−5,641	$295K
MML Investors Services	Wealth adviser	5,840	+171	$287K
Principal Securities	Type not verified	4,304	+4,304	$212K
Goldman Sachs Group	Bank or trading desk	4,150	+4,150	$204K
IFG Advisory	Type not verified	1,480	+1,480	$72.8K

Simplify Asset Management
Shares
1.6 M
Change
0
See more
Type
Type not verified
Value
$80.4M
Commonwealth Equity Services
Shares
35 K
Change
−212 K
See more
Type
Wealth adviser
Value
$1.7M
Old Mission Capital
Shares
25 K
Change
+132
See more
Type
Type not verified
Value
$1.2M
Susquehanna International Group, LLP
Shares
22 K
Change
+5,187
See more
Type
Bank or trading desk
Value
$1.1M
JPMorgan Chase
Shares
9,602
Change
+7,682
See more
Type
Bank or trading desk
Value
$468K
Elevated Capital Advisors
Shares
5,995
Change
−5,641
See more
Type
Type not verified
Value
$295K
MML Investors Services
Shares
5,840
Change
+171
See more
Type
Wealth adviser
Value
$287K
Principal Securities
Shares
4,304
Change
+4,304
See more
Type
Type not verified
Value
$212K
Goldman Sachs Group
Shares
4,150
Change
+4,150
See more
Type
Bank or trading desk
Value
$204K
IFG Advisory
Shares
1,480
Change
+1,480
See more
Type
Type not verified
Value
$72.8K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗