22 institutions reported holding $91.3M of SIMPLIFY EXCHANGE TRADED FUN (SPUC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Simplify Asset Management Inc. ($72.2M), COMMONWEALTH EQUITY SERVICES, LLC ($10.9M), AE Wealth Management LLC ($4.2M), OLD MISSION CAPITAL LLC ($1.1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($749,337). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $72.2M | 1.6M | Hold |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 247,063 | Added |
| 3 | AE Wealth Management LLC | $4.2M | 94,085 | Added |
| 4 | OLD MISSION CAPITAL LLC | $1.1M | 25,049 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $749,337 | 16,961 | New |
| 6 | Elevated Capital Advisors, LLC | $514,066 | 11,636 | New |
| 7 | B.O.S.S. Retirement Advisors, LLC | $422,824 | 9,570 | Trimmed |
| 8 | HOWARD BAILEY SECURITIES, LLC | $397,098 | 8,988 | Trimmed |
| 9 | MML INVESTORS SERVICES, LLC | $250,460 | 5,669 | Trimmed |
| 10 | Great Lakes Retirement, Inc. | $219,431 | 4,967 | Trimmed |
| 11 | JPMORGAN CHASE & CO | $82,349 | 1,920 | New |
| 12 | Kingdom Financial Group LLC. | $78,208 | 1,770 | Trimmed |
| 13 | Lloyd Advisory Services, LLC. | $78,208 | 1,770 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $19,303 | 437 | Trimmed |
| 15 | Quest 10 Wealth Builders, Inc. | $18,335 | 415 | Trimmed |
| 16 | Networth Advisors, LLC | $16,098 | 364 | Trimmed |
| 17 | HANTZ FINANCIAL SERVICES, INC. | $1,000 | 13 | New |
| 18 | Noble Wealth Management PBC | $795 | 18 | Hold |
| 19 | MORGAN STANLEY | $66 | 1 | New |
| 20 | LifeWealth Investments, LLC | $0 | 0 | Exited |
| 21 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 22 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31