Who owns Simplify US Equity Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of SPUC from SEC Form 13F filings across 17 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, 17 institutions disclosed 1.8M shares of Simplify US Equity Income ETF worth $86.1M — about 94.3% of shares outstanding; the largest disclosed holder is Simplify Asset Management Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
17
13F holders
$86.1M
value, 2026 filers
94.3%
of shares outstanding (1.8M sh)
5
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 SPUC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 1.6M | $80.4M | 1.1% | 88% | 0.0% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 35,143 | $1.7M | 0.0% | 1.9% | -85.8% |
| 3 | OLD MISSION CAPITAL LLC | 25,181 | $1.2M | 0.0% | 1.4% | +0.5% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,148 | $1.1M | 0.0% | 1.2% | +30.6% |
| 5 | JPMORGAN CHASE & CO | 9,602 | $467,806 | 0.0% | 0.5% | +400.1% |
| 6 | Elevated Capital Advisors, LLC | 5,995 | $294,869 | 0.1% | 0.3% | -48.5% |
| 7 | MML INVESTORS SERVICES, LLC | 5,840 | $287,265 | 0.0% | 0.3% | +3.0% |
| 8 | PRINCIPAL SECURITIES, INC.NEW | 4,304 | $211,686 | 0.0% | 0.2% | new |
| 9 | GOLDMAN SACHS GROUP INCNEW | 4,150 | $204,134 | 0.0% | 0.2% | new |
| 10 | IFG Advisory, LLCNEW | 1,480 | $72,800 | 0.0% | 0.1% | new |
| 11 | AE Wealth Management LLC | 1,268 | $62,398 | 0.0% | 0.1% | -98.7% |
| 12 | UBS Group AGNEW | 747 | $36,744 | 0.0% | 0% | new |
| 13 | OSAIC HOLDINGS, INC. | 172 | $8,459 | 0.0% | 0% | -60.6% |
| 14 | TOUNJIAN ADVISORY PARTNERS, LLCNEW | 62 | $3,067 | 0.0% | 0% | new |
| 15 | Lloyd Advisory Services, LLC. | 45 | $2,224 | 0.0% | 0% | -97.5% |
| 16 | Networth Advisors, LLC | 4 | $199 | 0.0% | 0% | -98.9% |
| 17 | MORGAN STANLEY | 1 | $85 | 0.0% | 0% | 0.0% |
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.