Simplify Exchange Traded Funds - SPUC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Simplify Asset Management Inc. | History | No change | 1,634,812 | 80,414 | 1.12% | 1.12% | 1 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 35,143 | 1,728 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 25,181 | 1,238 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 22,148 | 1,089 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,602 | 467 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 5,995 | 294 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,840 | 287 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 4,304 | 211 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 4,150 | 204 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 1,480 | 72 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 1,268 | 62 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 747 | 36 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 172 | 8 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 45 | 2 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Networth Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |