10 institutions reported holding $82.7M of SIMPLIFY EXCHANGE TRADED FUN (SPUC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Simplify Asset Management Inc. ($80.4M), COMMONWEALTH EQUITY SERVICES, LLC ($1.7M), Elevated Capital Advisors, LLC ($294,869), PRINCIPAL SECURITIES, INC. ($211,686), AE Wealth Management LLC ($62,398). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $80.4M | 1.6M | Hold |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 35,143 | Trimmed |
| 3 | Elevated Capital Advisors, LLC | $294,869 | 5,995 | Trimmed |
| 4 | PRINCIPAL SECURITIES, INC. | $211,686 | 4,304 | New |
| 5 | AE Wealth Management LLC | $62,398 | 1,268 | Trimmed |
| 6 | Noble Wealth Management PBC | $885 | 18 | Hold |
| 7 | Networth Advisors, LLC | $199 | 4 | Trimmed |
| 8 | Great Lakes Retirement, Inc. | $0 | 0 | Exited |
| 9 | B.O.S.S. Retirement Advisors, LLC | $0 | 0 | Exited |
| 10 | Quest 10 Wealth Builders, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30