Who owns Simplify Piper Sandler US Small-Cap PLUS Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of LITL from SEC Form 13F filings across 4 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 4 institutions disclosed 203,964 shares of Simplify Piper Sandler US Small-Cap PLUS Income ETF worth $7.0M — about 127.1% of shares outstanding; the largest disclosed holder is Simplify Asset Management Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
4
13F holders
$7.0M
value, 2026 filers
127.1%
of shares outstanding (203,964 sh)
0
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of LITL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 91,464 | $3.1M | 0.0% | 57% | 0.0% |
| 2 | OLD MISSION CAPITAL LLC | 47,319 | $1.6M | 0.0% | 29.5% | +159.0% |
| 3 | PRINCIPAL SECURITIES, INC. | 33,158 | $1.1M | 0.0% | 20.7% | -37.8% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 32,023 | $1.1M | 0.0% | 20% | -39.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.