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Simplify Piper Sandler US Small-Cap PLUS Income (LITL) ETF Holdings & Analysis
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What LITL does
The Simplify Piper Sandler US Small-Cap PLUS Income ETF, trading under the ticker LITL, aims to deliver both capital growth and a consistent income stream. This is achieved through an actively managed, opportunistic investment approach, complemented by a carefully structured, risk-aware options strategy designed to generate income. Piper Sandler, serving as the fund's sub-advisor, employs a sophisticated, macro-driven analytical framework. This framework guides their selection of small-cap equities, focusing on those exhibiting style factors that have historically performed well within prevailing economic conditions. Subsequently, a disciplined options selling strategy, managed with a focus on risk mitigation, is integrated as an overlay. Its purpose is to enhance overall income generation and bolster the fund's total return potential.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| TRS SBAR SOFR +95 061527 | 22.51% | |
| TRS SBAR SOFR +95 061527 | 22.28% | |
| TRS SBAR SOFR +100 051427 | 5.36% | |
| TRS SBAR SOFR +100 051427 | 5.30% | |
| B 12/31/26 Govt | 1.16% | |
| B 10/15/26 Govt | 0.98% | |
| B 12/3/26 Govt | 0.45% | |
| B 1/28/27 Govt | 0.32% | |
| HARMONY BIOSCIENCES HLD USD 0.00001 | 0.27% | |
| GUARDIAN PHARMACY SVCS INC USD 0.01 | 0.27% |
Sector allocation
| Basic Materials | 5.05% |
| Communication Services | 6.03% |
| Consumer Cyclical | 11.72% |
| Consumer Defensive | 3.24% |
| Energy | 6.02% |
| Financial Services | 15.43% |
| Healthcare | 19.64% |
| Industrials | 11.37% |
| Real Estate | 4.62% |
| Technology | 16.20% |
| Utilities | 0.68% |
Geographic allocation
| United States | 87.87% |
| France | 0.59% |
| Bermuda | 4.12% |
| Other | 5.68% |
| United Kingdom | 0.59% |
| Puerto Rico | 0.59% |
| Switzerland | 0.57% |
PortView Portfolio Insights
PortView analyzes how LITL fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does LITL track?
- LITL is the Simplify Piper Sandler US Small-Cap PLUS Income ETF, a Other ETF.
- What is the expense ratio of LITL?
- Expense ratio data for LITL is shown on the page when available from our data provider.
- What are the largest holdings in LITL?
- Top holdings include TRS SBAR SOFR +95 061527, TRS SBAR SOFR +95 061527, TRS SBAR SOFR +100 051427, TRS SBAR SOFR +100 051427, B 12/31/26 Govt.
- How can PortView analyze LITL overlap with other ETFs?
- PortView computes the holdings overlap between LITL and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.