Latest Period
Q1 2026
Security Snapshot
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC) Institutional Ownership
CUSIP: 82889N301
13F Institutional Holders and Ownership History from Q3 2020 to Q1 2026
Institutions Reporting
18
Shares (Excl. Options)
2,065,495
Price
$44.18
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- Type / Class
- Equity / US EQT PLS UPSID
- Symbol
- SPUC
- Price per share
- $47.44
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 2,065,495
- Total reported value
- $91,251,145
- % of total 13F portfolios
- 0%
- Share change
- +24,321
- Value change
- +$1,055,927
- Number of holders
- 18
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- SPUC - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID is tracked under CUSIP 82889N301.
- 18 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 17 to 18 between Q4 2025 and Q1 2026.
- Reported value moved from $95,110,739 to $91,251,145.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 18 institutions filings for Q1 2026.
Security key
82889N301
Latest holder period
Q1 2026
13F holders
18
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 82889N301:
As of 31 Mar 2026, 18 institutional investors reported holding 2,065,495 shares of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC).
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 2,065,495 | $91,251,145 | +$1,055,927 | $44.18 | 18 |
| 2025 Q4 | 2,041,174 | $95,110,739 | +$2,126,836 | $46.60 | 17 |
| 2025 Q3 | 1,987,569 | $99,775,111 | -$23,369,442 | $50.20 | 11 |
| 2025 Q2 | 2,461,268 | $110,043,040 | -$11,790,988 | $44.71 | 20 |
| 2025 Q1 | 2,733,113 | $104,275,790 | +$92,557,730 | $38.15 | 10 |
| 2024 Q4 | 307,132 | $12,571,673 | +$9,490,485 | $40.93 | 5 |
| 2024 Q3 | 74,889 | $3,157,413 | -$651,789 | $42.16 | 6 |
| 2024 Q2 | 92,497 | $3,728,361 | +$1,290,954 | $40.31 | 6 |
| 2024 Q1 | 61,384 | $2,402,325 | -$681,254 | $39.14 | 7 |
| 2023 Q4 | 80,226 | $2,645,160 | -$154,312 | $32.96 | 6 |
| 2023 Q3 | 86,426 | $2,517,188 | +$884,538 | $29.12 | 9 |
| 2023 Q2 | 55,285 | $1,697,302 | +$196,504 | $30.69 | 8 |
| 2023 Q1 | 36,143 | $1,006,817 | -$1,640,238 | $28.09 | 5 |
| 2022 Q4 | 96,136 | $2,517,901 | -$1,770,165 | $26.23 | 7 |
| 2022 Q3 | 165,034 | $4,183,000 | +$577,497 | $25.21 | 9 |
| 2022 Q2 | 139,443 | $3,703,000 | -$522,335 | $26.55 | 8 |
| 2022 Q1 | 151,597 | $4,949,000 | -$5,888,963 | $32.59 | 9 |
| 2021 Q4 | 316,824 | $11,202,000 | +$859,458 | $35.35 | 8 |
| 2021 Q3 | 295,355 | $9,262,000 | +$4,489,337 | $31.32 | 5 |
| 2021 Q2 | 151,805 | $4,704,000 | +$124,013 | $31.01 | 5 |
| 2021 Q1 | 147,687 | $4,204,000 | +$2,905,000 | $28.53 | 5 |
| 2020 Q4 | 70,557 | $1,898,000 | -$1,169,997 | $26.96 | 4 |
| 2020 Q3 | 89,813 | $2,166,000 | +$2,166,000 | $24.12 | 1 |