SIMPLIFY US EQUITY INCOME ET (SPUC) Institutional Ownership Changes & 13F Activity
SIMPLIFY US EQUITY INCOME ET (SPUC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Simplify Asset Management Inc., Commonwealth Equity Services, Llc, Ae Wealth Management Llc, Lloyd Advisory Services, Llc., and Old Mission Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Old Mission Capital Llc | Buy | +10,847 | — | 10,847 | $505.43K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +1,251 | — | 1,251 | $58.35K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +46 | — | 46 | $2.14K | Q4 2025 | Feb 17, 2026 |
| Mml Investors Services, Llc | Buy | +5,736 | — | 5,736 | $267.27K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +1,855 | — | 1,855 | $86.44K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +227,107 | — | 227,107 | $10.58M | Q4 2025 | Feb 12, 2026 |
| Great Lakes Retirement, Inc. | Buy | +5,379 | — | 5,379 | $250.63K | Q4 2025 | Feb 12, 2026 |
| Howard Bailey Securities, Llc | Buy | +9,106 | — | 9,106 | $424.31K | Q4 2025 | Feb 11, 2026 |
| Simplify Asset Management Inc. | Buy | +1,634,812 | — | 1,634,812 | $76.18M | Q4 2025 | Feb 09, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +34,276 | — | 34,276 | $1.60M | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group Llc. | Buy | +1,835 | — | 1,835 | $85.48K | Q4 2025 | Feb 06, 2026 |
| B.O.S.S. Retirement Advisors, Llc | Buy | +10,276 | — | 10,276 | $478.83K | Q4 2025 | Feb 02, 2026 |
| Quest 10 Wealth Builders, Inc. | Buy | +428 | — | 428 | $19.94K | Q4 2025 | Jan 29, 2026 |
| Ae Wealth Management Llc | Buy | +93,106 | — | 93,106 | $4.34M | Q4 2025 | Jan 26, 2026 |
| Lifewealth Investments, Llc | Buy | +4,705 | — | 4,705 | $219.21K | Q4 2025 | Jan 26, 2026 |
| Networth Advisors, Llc | Buy | +391 | — | 391 | $18.23K | Q4 2025 | Jan 22, 2026 |
| Noble Wealth Management Pbc | Buy | +18 | — | 18 | $839.00 | Q4 2025 | Jan 05, 2026 |
Frequently asked questions about SPUC activity
Which institutional owners are buying SPUC?
Institutional owners buying SPUC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SPUC activity?
"Buy" means an investor increased their reported position in SPUC compared to the prior reporting period. This reflects growing exposure to SIMPLIFY US EQUITY INCOME ET (SPUC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPUC increasing?
Institutional interest in SPUC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.