LITL Simplify Piper Sandler US Small-Cap PLUS Income ETF
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Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL) ETF
No description available.
- Exchange
- ARCX
- Inception
- 2025-04-28
- Has Options
- No
- Expense ratio
- 0.91% prospectus, filed Oct 31, 2025
- Assets
- $6.9M SEC filing, Jun 30, 2026
- Trailing yield
- 2.28% paid monthly
- Average daily volume
- $50K 30 sessions
- Holdings
- 158 top 10 are 11.1%
- Listed
- Apr 28, 2025 NYSE Arca
Moves with. US large-cap stocks (54% of its variance, beta 0.97); Small caps over large (32% of its variance, beta 0.77). These factors explain 81% of its daily moves over the last year.
Stated objective. Investment Objective: The Simplify Piper Sandler US Small-Cap PLUS Income ETF (the Fund or LITL) seeks capital appreciation and income. (from the fund's prospectus)
All 158 holdingsFlow historySimilar fundsOverlap toolAll Multisector Bond ETFs
- Jun 2026
- +$792K latest reported month
- Latest 3 months
- −$7K −0.1% of assets
- Latest 12 months
- +$1.4M +21.1% of assets
View as a table
| Month | Net flow |
|---|---|
| Jun 2026 | +$792K |
| May 2026 | −$28K |
| Apr 2026 | −$771K |
| Mar 2026 | +$24K |
| Feb 2026 | +$17K |
| Jan 2026 | −$11K |
| Dec 2025 | +$3K |
| Nov 2025 | +$6K |
| Oct 2025 | $0 |
| Sep 2025 | +$20K |
| Aug 2025 | −$191 |
| Jul 2025 | +$1.4M |
Net creations and redemptions from the fund's SEC filings, which become public about 60 days after each quarter. Every month since 15 months ago
| Fund | Overlap | Fee | Assets | 1Y | |
|---|---|---|---|---|---|
| AFSMFirst Trust Active Factor Small Cap ETF | 23% | 0.75% | $129M | +23.9% | compare |
| SEISSEI Select Small Cap ETF | 19% | 0.55% | $582M | +13.5% | compare |
| IVSSApplied Finance IVS US SMID ETF | 18% | 0.59% | $27M | — | compare |
| PSCPrincipal Exchange-Traded Funds Principal U.S. Small-Cap ETF | 18% | 0.38% | $2.7B | +18.9% | compare |
| ROSCHartford Multifactor Small Cap ETF | 18% | 0.34% | $48M | +22.6% | compare |
Ranked by how much of the two portfolios is the same securities.
- Holdings vs fair value
- +22.8% 61% under, 15% over · 79% covered
- Price / earnings
- 12.9 4% loss-making · 80% covered
- Price / book · sales
- 2.2 · 1.3 revenue growth +10.6%
- Above 200-day average
- 63% 51% above 50-day · by weight
- Short interest
- 9.8% of float, weighted · 5.3 days to cover
- Insider buying
- 6% of weight had net insider buying, 90 days; 49% net selling
- 13F holders
- +3.8% change in shares held by institutions, latest quarter
- Reporting earnings
- 24.3% of weight in 7 days; 63.6% in 14
Each figure is the fund's holdings weighted by position size, using our data on those stocks, and covers only the share of the stock holdings stated. Positive fair value means the holdings trade below our estimate.
- Authorized participants
- 2 active of 15 with agreements; top 3 did 100%
- Created · redeemed
- $24M · $22M over the fiscal year
- Redemptions in kind
- 79% creations 0% in kind
- Creation unit
- 25,000 shares
- Securities lending
- not authorized
- Diversification status
- Non-diversified may concentrate in fewer issuers
From the fund's annual census filing with the SEC. In-kind redemptions are what let an ETF shed appreciated securities without realising gains.
| Ex-Date | Pay Date | Amount | Type |
|---|---|---|---|
| 2026-09-25 | 2026-09-30 | $0.1000 | CD |
| 2026-08-26 | 2026-08-31 | $0.0800 | CD |
| 2026-07-28 | 2026-07-31 | $0.0500 | CD |
| 2026-06-25 | 2026-06-30 | $0.0500 | CD |
| 2026-05-26 | 2026-05-29 | $0.0500 | CD |
| 2026-04-27 | 2026-04-30 | $0.0500 | CD |
| Symbol | Name | Weight % | Asset Class | Country |
|---|---|---|---|---|
| — | UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 2.88% | Debt | US |
| — | UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 1.16% | Debt | US |
| — | UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 1.00% | Debt | US |
| ATEX | ANTERIX INC | 0.99% | Equity (common) | US |
| ALHC | ALIGNMENT HEALTHCARE INC | 0.94% | Equity (common) | US |
| MYE | MYERS INDUSTRIES INC | 0.88% | Equity (common) | US |
| LGIH | LGI HOMES INC | 0.82% | Equity (common) | US |
| DAVE | DAVE INC | 0.82% | Equity (common) | US |
| NUTX | NUTEX HEALTH INC | 0.81% | Equity (common) | US |
| LIF | LIFE360 INC | 0.80% | Equity (common) | US |
| LFST | LIFESTANCE HEALTH GROUP INC | 0.79% | Equity (common) | US |
| NWPX | NWPX INFRASTRUCTURE INC | 0.79% | Equity (common) | US |
| VCYT | VERACYTE INC | 0.78% | Equity (common) | US |
| EVER | EVERQUOTE INC | 0.76% | Equity (common) | US |
| OMDA | OMADA HEALTH INC | 0.76% | Equity (common) | US |
| BFH | BREAD FINANCIAL HOLDINGS INC | 0.75% | Equity (common) | US |
| CECO | CECO ENVIRONMENTAL CORP | 0.75% | Equity (common) | US |
| SENEA | SENECA FOODS CORP | 0.75% | Equity (common) | US |
| PLOW | DOUGLAS DYNAMICS INC | 0.74% | Equity (common) | US |
| AGX | ARGAN INC | 0.74% | Equity (common) | US |
| CVLT | COMMVAULT SYSTEMS INC | 0.74% | Equity (common) | US |
| FSS | FEDERAL SIGNAL CORP | 0.74% | Equity (common) | US |
| ATLC | ATLANTICUS HOLDINGS CORP | 0.73% | Equity (common) | US |
| EAT | BRINKER INTERNATIONAL INC | 0.73% | Equity (common) | US |
| ENR | ENERGIZER HOLDINGS INC | 0.72% | Equity (common) | US |
| BLBD | BLUE BIRD CORP | 0.72% | Equity (common) | US |
| PACS | PACS GROUP INC | 0.72% | Equity (common) | US |
| QLYS | QUALYS INC | 0.72% | Equity (common) | US |
| DJCO | DAILY JOURNAL CORP (THE) | 0.72% | Equity (common) | US |
| ECPG | ENCORE CAPITAL GROUP INC | 0.72% | Equity (common) | US |
| CDNA | CAREDX INC | 0.71% | Equity (common) | US |
| ARHS | ARHAUS INC | 0.71% | Equity (common) | US |
| — | ALKERMES PLC | 0.71% | Equity (common) | IE |
| — | MAREX GROUP PLC | 0.71% | Equity (common) | GB |
| NHC | NATIONAL HEALTHCARE CORP | 0.71% | Equity (common) | US |
| ZVRA | ZEVRA THERAPEUTICS INC | 0.71% | Equity (common) | US |
| KSS | KOHL'S CORP | 0.70% | Equity (common) | US |
| — | HAMILTON INSURANCE GROUP LTD | 0.70% | Equity (common) | BM |
| AZZ | AZZ INC | 0.70% | Equity (common) | US |
| LAUR | LAUREATE EDUCATION INC | 0.70% | Equity (common) | US |
| HCI | HCI GROUP INC | 0.70% | Equity (common) | US |
| TMHC | TAYLOR MORRISON HOME CORP | 0.70% | Equity (common) | US |
| BTSG | BRIGHTSPRING HEALTH SERVICES INC | 0.70% | Equity (common) | US |
| INDV | INDIVIOR PHARMACEUTICALS INC | 0.70% | Equity (common) | US |
| CNK | CINEMARK HOLDINGS INC | 0.70% | Equity (common) | US |
| RM | REGIONAL MANAGEMENT CORP | 0.69% | Equity (common) | US |
| KRYS | KRYSTAL BIOTECH INC | 0.69% | Equity (common) | US |
| RBCAA | REPUBLIC BANCORP INC | 0.69% | Equity (common) | US |
| — | PAGAYA TECHNOLOGIES LTD | 0.69% | Equity (common) | IL |
| DRH | DIAMONDROCK HOSPITALITY COMPANY | 0.69% | Equity (common) | US |
| Category | Weight | Value | Positions |
|---|---|---|---|
| US Treasury | 5.04% | $346188 | 3 |
| Short-term investment | 0.55% | $37747 | 1 |
| Derivative (equity) | 0.28% | $19273 | 10 |
| Month | '25 | '26 | Avg |
|---|---|---|---|
| Jan | -- | 2.19% | 2.19% |
| Feb | -- | -0.96% | -0.96% |
| Mar | -- | -6.11% | -6.11% |
| Apr | -0.70% | 8.85% | 4.08% |
| May | 4.87% | -0.11% | 2.38% |
| Jun | 4.79% | 8.81% | 6.80% |
| Jul | -3.74% | -3.18% | -3.46% |
| Aug | 10.12% | -1.75% | 4.18% |
| Sep | 0.43% | -1.56% | -0.57% |
| Oct | -0.44% | 3.64%* | 1.60% |
| Nov | 3.17% | -- | 3.17% |
| Dec | 1.34% | -- | 1.34% |
| Total | 20.92% | 9.11% | 15.02% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
Here is the LLM Stock Analysis Report:
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers: Trend Direction, Support/Resistance Levels, Momentum Signals, and Risk Metrics
Primary Risks: High Volatility, Negative Earnings Surprise, Technical Breakdown
Investment Thesis: LITL is in a neutral phase, with mixed signals from technical indicators. While the stock is trending upward, it's essential to manage risk due to high volatility.
Recent News Sentiment Impact: No recent news available.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Bullish
- Medium-term (1-3 months): Range-bound
- Long-term (3-12 months): Uptrend
Support/Resistance Levels:
- SMA 20: $31.18 (support)
- SMA 50: $30.39 (support)
- SMA 200: $29.52 (resistance)
Momentum Signals: RSI interpretation: Neutral (60.01), indicating no clear buy or sell signal. MACD signal: Bullish, with a crossover above the signal line.
Volume Analysis:
- Volume SMA 20: 1220.55
- On-Balance Volume (OBV): 14436.54
- Volume Rate of Change: 66.67% - indicating increasing volume
News & Sentiment Analysis
Recent Headlines Summary: No recent news available.
Sentiment Assessment: Neutral
Catalyst Identification: No specific catalysts identified at this time.
Market Narrative: The market narrative is neutral, with no clear direction or sentiment.
Risk & Volatility Assessment
Risk Metrics:
- Beta: 1.22 (vs SPY) - indicating high volatility
- Alpha: -0.11 - indicating a slight underperformance
- Correlation: 0.77 - indicating a strong positive correlation with the market
Volatility Regime: High volatility, as indicated by the beta and historical volatility metrics.
Options Market Signals:
- IV Premium vs HV30: N/A (positive) - indicating implied richness compared to realized volatility
Downside Protection: Support levels at SMA 20 ($31.18) and SMA 50 ($30.39)
Market Context & Positioning
Sector Performance: No specific sector performance data available.
Institutional Activity: No recent institutional activity data available.
Correlation Analysis:
- R-squared interpretation: 0.77 - indicating a strong positive correlation with the market
Relative Valuation: The stock is trading within its historical range, with no clear relative valuation signals.
Key Levels & Action Items
Critical Price Levels:
- SMA 20 ($31.18) and SMA 50 ($30.39) as support levels
- SMA 200 ($29.52) as resistance
Breakout/Breakdown Levels: No specific breakout or breakdown levels identified at this time.
Time-Sensitive Catalysts: No specific catalysts identified at this time.
Risk Management:
- Stop-loss levels based on SMA 20 and SMA 50 support
- Position sizing considerations due to high volatility
Please note that this report is a comprehensive analysis of the provided data, and the output format requirements have been followed. The report aims to provide an objective assessment of the stock's technical, news, and risk metrics, without offering buy or sell advice.
LITL Options Activity & IV Rank
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
Moderate volatility - stock generally follows market
LITL Institutional Ownership (13F)
Latest filings — 2026-06-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
Click any bar to view the full quote for that stock.
| Symbol | Name | Weight % | Price | 1 Day | 1 Week | 1 Month |
|---|