Vault-13

SIMPLIFY EXCHANGE TRADED FUN SPUC

US EQT PLS UPSID · ETP · CUSIP 82889N301

18 institutional holders -1 vs Q1 2026
1,750,9271.8m shares reported held*
$86.1mreported value*
5 new 4 added 6 reduced 5 sold out net sold ≈ $15.5m (-314.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.19.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 10Q4 22: 8Q1 23: 6Q2 23: 9Q3 23: 10Q4 23: 7Q1 24: 8Q2 24: 7Q3 24: 7Q4 24: 6Q1 25: 11Q2 25: 22Q3 25: 11Q4 25: 17Q1 26: 19Q2 26: 1818Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202210
Q4 20228
Q1 20236
Q2 20239
Q3 202310
Q4 20237
Q1 20248
Q2 20247
Q3 20247
Q4 20246
Q1 202511
Q2 202522
Q3 202511
Q4 202517
Q1 202619
Q2 202618

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 5 bought or addedQ3 24: 2 cut or sold outQ4 24: 4 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 1 cut or sold outQ2 25: 15 bought or addedQ2 25: 7 cut or sold outQ2 25Q3 25: 5 bought or addedQ3 25: 18 cut or sold outQ4 25: 13 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 7 bought or addedQ1 26: 12 cut or sold outQ2 26: 9 bought or addedQ2 26: 11 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202452
Q4 202442
Q1 202571
Q2 2025157
Q3 2025518
Q4 2025136
Q1 2026712
Q2 2026911

Biggest buyers

JPMORGAN CHASE & CO Added +7,682+7.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +5,187+5.2k
PRINCIPAL SECURITIES, INC. New +4,304+4.3k
GOLDMAN SACHS GROUP INC New +4,150+4.2k
IFG Advisory, LLC New +1,480+1.5k
UBS Group AG New +747+747
MML INVESTORS SERVICES, LLC Added +171+171
OLD MISSION CAPITAL LLC Added +132+132
TOUNJIAN ADVISORY PARTNERS, LLC New +62+62

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -211,920-211.9k
AE Wealth Management LLC Reduced -92,817-92.8k
B.O.S.S. Retirement Advisors, LLC Sold out -9,570-9.6k
HOWARD BAILEY SECURITIES, LLC Sold out -8,988-9.0k
Elevated Capital Advisors, LLC Reduced -5,641-5.6k
Great Lakes Retirement, Inc. Sold out -4,967-5.0k
Kingdom Financial Group LLC. Sold out -1,770-1.8k
Lloyd Advisory Services, LLC. Reduced -1,725-1.7k
Quest 10 Wealth Builders, Inc. Sold out -415-415
Networth Advisors, LLC Reduced -360-360

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Simplify Asset Management Inc. 1.14% of their portfolio Las Vegas, NV 1,634,8121.6m $80.4m $80.4m 1.14% Unchanged
2 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 35,14335.1k $1.7m $1.7m 0.00% Reduced -211.9k -211,920
3 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 25,18125.2k $1.2m $1.2m 0.03% Added +132 +132
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,14822.1k $1.1m $1.1m 0.00% Added +5.2k +5,187
5 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,6029.6k $467.8k $467.8k 0.00% Added +7.7k +7,682
6 Elevated Capital Advisors, LLC 0.08% of their portfolio SANDY, UT 5,9956.0k $294.9k $294.9k 0.08% Reduced -5.6k -5,641
7 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,8405.8k $287.3k $287.3k 0.00% Added +171 +171
8 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 4,3044.3k $211.7k $211.7k 0.00% New
9 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 4,1504.2k $204.1k $204.1k 0.00% New
10 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 1,4801.5k $72.8k $72.8k 0.00% New
11 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,2681.3k $62.4k $62.4k 0.00% Reduced -92.8k -92,817
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 747747 $36.7k $36.7k 0.00% New
13 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 172172 $8.5k $8.5k 0.00% Reduced -265 -265
14 TOUNJIAN ADVISORY PARTNERS, LLC 0.00% of their portfolio FORT MYERS, FL 6262 $3.1k $3.1k 0.00% New
15 Lloyd Advisory Services, LLC. 0.00% of their portfolio SUWANEE, GA 4545 $2.2k $2.2k 0.00% Reduced -1.7k -1,725
16 Noble Wealth Management PBC 0.00% of their portfolio GREENWOOD VILLAGE, CO 1818 $885 $885 0.00% Unchanged
17 Networth Advisors, LLC 0.00% of their portfolio CANONSBURG, PA 44 $199 $199 0.00% Reduced -360 -360
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $85 $85 0.00% Unchanged