SPUC Institutional Ownership & Shareholders
SIMPLIFY US EQUITY INCOME ET (SPUC) is currently held by 18 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $32.61M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Simplify Asset Management Inc. is currently the largest disclosed institutional shareholder of SPUC tracked by InsiderSet, reporting ownership valued at approximately $27.15M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $26.60M, representing an estimated loss of -2.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SPUC value among the investors covered in this analysis. Major shareholders include Simplify Asset Management Inc., Old Mission Capital Llc, Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in SIMPLIFY US EQUITY INCOME ET (SPUC).
This page ranks the largest institutional SPUC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
18
Total Reported Value
$32.61M
Largest Holder
Simplify Asset Management Inc.
Largest Position
$27.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Simplify Asset Management Inc. | 0.46% | 559,812 | $27,150,882 | $26,596,668 | -$554,214 | -2.04% | |
| Old Mission Capital Llc | 0.03% | 25,181 | $1,238,628 | $1,196,349 | -$42,279 | -3.41% | |
| Susquehanna International Group, Llp | 0.00% | 22,148 | $1,089,438 | $1,052,251 | -$37,187 | -3.41% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,306 | $984,860 | $964,738 | -$20,122 | -2.04% | |
| Chicago Partners Investment Group Llc | 0.01% | 11,484 | $555,375 | $545,605 | -$9,770 | -1.76% | |
| Jpmorgan Chase & Co | 0.00% | 9,602 | $467,806 | $456,191 | -$11,615 | -2.48% | |
| Elevated Capital Advisors, Llc | 0.08% | 5,995 | $294,869 | $284,822 | -$10,047 | -3.41% | |
| Mml Investors Services, Llc | 0.00% | 5,840 | $287,265 | $277,458 | -$9,807 | -3.41% | |
| Principal Securities, Inc. | 0.00% | 4,304 | $211,686 | $204,483 | -$7,203 | -3.40% | |
| Goldman Sachs Group Inc | 0.00% | 4,150 | $204,134 | $197,167 | -$6,968 | -3.41% | |
| Ifg Advisory, Llc | 0.00% | 1,480 | $72,800 | $70,315 | -$2,485 | -3.41% | |
| Ubs Group Ag | 0.00% | 747 | $36,744 | $35,490 | -$1,254 | -3.41% | |
| Osaic Holdings, Inc. | 0.00% | 172 | $8,459 | $8,172 | -$287 | -3.40% | |
| Tounjian Advisory Partners, Llc | 0.00% | 62 | $3,067 | $2,946 | -$121 | -3.96% | |
| Lloyd Advisory Services, Llc. | 0.00% | 46 | $2,228 | $2,185 | -$43 | -1.91% | |
| Noble Wealth Management Pbc | 0.00% | 18 | $873 | $855 | -$18 | -2.04% | |
| Networth Advisors, Llc | 0.00% | 4 | $199 | $190 | -$9 | -4.50% | |
| Morgan Stanley | 0.00% | 1 | $85 | $48 | -$37 | -44.11% |
Frequently asked questions about SPUC
Who are the largest institutional holders of SPUC?
The largest institutional holders of SPUC reported in the latest SEC Form 13F filings include Simplify Asset Management Inc., Old Mission Capital Llc, Susquehanna International Group, Llp, Commonwealth Equity Services, Llc, and Chicago Partners Investment Group Llc. InsiderSet ranks institutional holders by their latest reported SPUC position.
What is SPUC institutional ownership?
This page tracks SPUC positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY US EQUITY INCOME ET (SPUC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPUC?
InsiderSet currently tracks 18 institutional managers reporting SPUC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPUC shareholders.
How much SPUC stock do institutions own?
Institutional investment managers disclosed approximately $32.61M in SPUC holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPUC institutional ownership last updated?
The latest SPUC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPUC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPUC position after the reporting date.
Are institutions buying or selling SPUC?
Institutional buying and selling can be analyzed by comparing SPUC positions across consecutive 13F reporting periods. InsiderSet's SPUC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPUC ownership changes.
How has SPUC institutional ownership changed over time?
InsiderSet tracks SPUC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.