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SPUC — SIMPLIFY US EQUITY INCOME ETF

Reported value held$1.40M
Funds holding (latest)7
Sector—
Funds holding (Q2 2026)4
Institutional value$708.77K · 14.50K sh
New / Add / Cut / Exit3 / 0 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +1449900.0% (+14.50K sh)
Institutional value change Up +1073792.4%

As of Q2 2026, 4 SEC-registered investment managers reported holding SPUC (SIMPLIFY US EQUITY INCOME ETF) in their latest 13F filings, with a combined reported value of $708.77K across 14.50K shares. That is +1449900.0% by share count (+14.50K shares) versus the previous quarter, while reported value moved +1073792.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 4 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 9.60K $467.81K 0.00% New
Goldman Sachs Group history 4.15K $204.13K 0.00% New
UBS Group AG history 747 $36.74K 0.00% New
Morgan Stanley history 1 $85 0.00% Hold

Q1 2026 — 1 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1 $66 0.00% New

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 46 $2.14K 0.00% Reduce

Q3 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 3.23K $162.05K 0.00% New
UBS Group AG history 129 $6.48K 0.00% Reduce
Morgan Stanley history 1 $70 0.00% Hold

Q2 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 15.43K $689.65K 0.00% Hold
UBS Group AG history 164 $7.33K 0.00% Reduce
Morgan Stanley history 1 $87 0.00% Hold

Q1 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 15.47K $590.22K 0.00% New
UBS Group AG history 661 $25.22K 0.00% New
Morgan Stanley history 1 $42 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 7 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021
JPMorgan Chase & Co 9.60K — — — — — — — — — — — — — — — — —
Goldman Sachs Group 4.15K — — — — — — 10.70K — — — — — — — — — —
UBS Group AG 747 — — 129 164 661 — 2.16K 97 — 2.25K 2 477 2.08K 588 28 667 85
Morgan Stanley 1 1 — 1 1 1 1 1 1 1 — 2 — — — — — —
Bank of America Corp — — 46 3.23K — — — — — — — — — — — — — —
Citadel Advisors — — — — 15.43K 15.47K — — — — — — — — — — — —
Fidelity Management & Research (FMR) — — — — — — — — — — 1 — — — — — — 1

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