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Simplify US Equity PLUS Convexity ETF (SPYC) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Simplify US Equity PLUS Convexity ETF (NYSEARCA:SPYC)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$28.73M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$28.62M
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SPYC Institutional Buying and Selling by Quarter

Simplify US Equity PLUS Convexity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/14/2025 Financial Enhancement Group LLC33,765$1.39M0.2%-4.7%1.627%
7/9/2025 Fiduciary Alliance LLC13,768$569K0.0%-3.7%0.664%
5/16/2025Integrated Wealth Concepts LLC246,784$8.50M0.1%-18.0%12.656%
5/15/2025OLD Mission Capital LLC8,031$277K0.0%+7.5%0.412%
5/14/2025Entrewealth LLC182,834$6.30M4.8%+10.3%9.376%
5/1/2025CWM LLC7,090$244K0.0%+117.3%0.435%
5/1/2025Austin Wealth Management LLC728,691$26.62M5.3%+9.0%44.705%
4/23/2025 Financial Enhancement Group LLC35,425$1.23M0.2%-86.9%2.173%
4/9/2025 Fiduciary Alliance LLC14,297$492K0.0%-3.3%0.760%
2/17/2025Wolverine Trading LLC18,865$707K0.0%N/A0.977%
2/14/2025Jane Street Group LLC10,992$411K0.0%N/A0.570%
2/14/2025Integrated Wealth Concepts LLC300,862$11.26M0.1%+4.4%15.589%
2/10/2025Entrewealth LLC165,831$6.21M5.8%N/A8.592%
2/10/2025Commonwealth Equity Services LLC91,531$3.43M0.0%-68.2%4.743%
2/10/2025Austin Wealth Management LLC668,803$25.79M5.4%+3.7%34.653%
2/5/2025Noble Wealth Management PBC14,689$550K0.4%N/A0.761%
2/4/2025IFP Advisors Inc1,710$64K0.0%-13.2%0.089%
1/28/2025Empowered Funds LLC1,624$61K0.0%N/A0.084%
1/14/2025 Financial Enhancement Group LLC270,925$10.07M1.5%-52.1%14.038%
1/13/2025 Fiduciary Alliance LLC14,788$553K0.1%N/A0.766%
11/15/2024Integrated Wealth Concepts LLC288,311$10.89M0.1%+3.0%14.938%
10/31/2024 Financial Enhancement Group LLC565,061$21.34M3.8%+110.8%29.278%
10/28/2024Austin Wealth Management LLC645,179$24.16M5.3%+7.7%33.429%
8/2/2024 Financial Enhancement Group LLC268,070$9.61M1.4%-1.7%13.890%
7/31/2024Austin Wealth Management LLC598,883$22.55M5.3%+3.7%31.030%
7/31/2024Commonwealth Equity Services LLC223,278$8.09M0.0%+33.6%11.569%
7/10/2024CWM LLC3,749$136K0.0%-13.9%0.194%
5/23/2024Austin Wealth Management LLC577,391$20.18M5.0%+0.7%29.917%
5/8/2024Avantax Advisory Services Inc.6,684$234K0.0%N/A0.346%
4/29/2024Commonwealth Equity Services LLC167,177$5.86M0.0%+4.3%8.662%
4/15/2024 Financial Enhancement Group LLC272,608$9.20M1.5%-9.0%14.125%
2/21/2024Austin Wealth Management LLC573,553$18.82M5.1%+2.9%23.221%
2/12/2024Tradition Wealth Management LLC6,593$190K0.0%-67.0%0.267%
2/1/2024CWM LLC338,045$10.43M0.1%-7.2%13.686%
1/18/2024 Financial Enhancement Group LLC299,505$9.15M1.6%+1.9%12.126%
12/5/2023Austin Wealth Management LLC557,318$16.42M5.1%N/A22.563%
11/15/2023Integrated Wealth Concepts LLC272,604$7.59M0.1%+1.0%11.037%
11/13/2023Bison Wealth LLC19,521$543K0.1%-2.0%0.790%
10/23/2023Commonwealth Equity Services LLC91,548$2.55M0.0%+90.9%3.706%
10/17/2023 Financial Enhancement Group LLC293,879$8.32M1.6%-0.4%11.898%
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10/12/2023IFP Advisors Inc2,502$70K0.0%-77.2%0.101%
10/11/2023CWM LLC364,400$10.14M0.1%-29.2%14.753%
8/14/2023Bison Wealth LLC19,917$580K0.1%+5.6%0.806%
8/10/2023Commonwealth Equity Services LLC47,950$1.40M0.0%N/A1.941%
8/10/2023Meitav Investment House Ltd.11,528$1.31M0.0%N/A0.467%
8/8/2023Prospera Financial Services Inc19,055$555K0.0%-11.3%0.771%
8/4/2023IFP Advisors Inc10,989$273K0.0%-60.6%0.445%
8/3/2023CWM LLC514,663$14.98M0.1%-14.2%20.837%
7/24/2023Meitav Investment House Ltd.11,528$1.31M0.0%N/A0.415%
5/17/2023 Financial Enhancement Group LLC565,061$15.18M2.9%-3.3%19.485%
5/15/2023Bison Wealth LLC18,865$509K0.2%+40.6%0.651%
5/12/2023Tradition Wealth Management LLC230,338$5.89M0.7%+1.7%7.943%
5/5/2023Truist Financial Corp26,605$716K0.0%-54.9%0.917%
5/3/2023Integrated Wealth Concepts LLC303,762$8.17M0.2%-11.3%10.475%
5/1/2023CWM LLC600,136$16.14M0.1%N/A20.694%
4/20/2023Kathmere Capital Management LLC40,832$1.10M0.2%-9.0%1.408%
4/18/2023IFP Advisors Inc27,877$693K0.0%-5.3%0.961%
3/6/2023OLD Mission Capital LLC32,989$837K0.0%+15.8%1.358%
2/13/2023Integrated Wealth Concepts LLC342,638$8.69M0.2%N/A14.100%
2/13/2023Betterment LLC10,017$254K0.0%+14.3%0.412%
2/10/2023Bison Wealth LLC13,421$356K0.1%N/A0.552%
2/9/2023 Financial Enhancement Group LLC584,445$15.90M3.0%+1,603.4%24.051%
2/8/2023Prospera Financial Services Inc29,579$750K0.0%+19.7%1.217%
2/7/2023IFP Advisors Inc29,446$731K0.0%-40.9%1.212%
2/7/2023Envestnet Asset Management Inc.58,958$1.50M0.0%-20.4%2.426%
2/3/2023 U.S. Capital Wealth Advisors LLC1,843$47K0.0%N/A0.076%
2/3/2023Tradition Wealth Management LLC226,488$5.49M0.8%-19.4%9.320%
1/24/2023Kathmere Capital Management LLC44,855$1.14M0.2%-72.7%1.846%
11/14/2022Wolverine Trading LLC15,722$412K0.0%N/A0.642%
11/14/2022OLD Mission Capital LLC28,485$736K0.0%+57.2%1.163%
10/27/2022 Financial Enhancement Group LLC34,311$887K0.2%-90.1%2.172%
10/27/2022Prospera Financial Services Inc24,706$639K0.0%-9.0%1.564%
10/26/2022Truist Financial Corp74,039$1.91M0.0%-34.4%4.686%
10/11/2022Kathmere Capital Management LLC164,494$4.25M0.8%-47.8%9.508%
8/13/2022Kathmere Capital Management LLC314,991$8.36M1.5%-29.3%15.750%
8/8/2022Prospera Financial Services Inc27,158$720K0.0%-57.8%1.358%
8/5/2022OLD Mission Capital LLC18,121$481K0.0%-58.4%0.906%
8/3/2022Envestnet Asset Management Inc.118,292$3.14M0.0%+7.7%5.915%
8/2/2022Tradition Wealth Management LLC382,152$10.12M1.5%+269.0%19.108%
7/22/2022Bison Wealth LLC5,844$155K0.1%+385.8%0.256%
7/22/2022Truist Financial Corp112,866$2.99M0.0%+5.8%4.950%
5/18/2022 Financial Enhancement Group LLC910,741$29.19M5.4%-0.2%36.012%
5/12/2022Bison Wealth LLC1,203$39K0.0%+1,618.6%0.048%
5/11/2022Tradition Wealth Management LLC103,576$3.32M0.4%+7.8%3.419%
5/6/2022Fagan Associates Inc.70,285$2.25M0.5%-1.1%2.320%
5/4/2022Prospera Financial Services Inc64,346$2.06M0.1%-15.5%2.056%
5/4/2022Envestnet Asset Management Inc.109,834$3.52M0.0%+37.7%3.510%
4/28/2022Kathmere Capital Management LLC445,846$14.29M2.4%+6.0%14.136%
4/22/2022Truist Financial Corp106,637$3.42M0.0%+41.8%3.328%
2/17/2022Ovata Capital Management Ltd4,000,000$112.55M2.4%N/A133.156%
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2/14/2022Wolverine Trading LLC25,929$899K0.0%N/A0.863%
2/9/2022Orion Portfolio Solutions LLC7,021$242K0.0%N/A0.209%
2/8/2022Brinker Capital Investments LLC39,425$1.36M0.0%-10.7%1.175%
2/8/2022Fagan Associates Inc.71,065$2.45M0.5%+3.6%2.088%
2/4/2022Envestnet Asset Management Inc.79,770$2.75M0.0%+138.6%2.343%
2/3/2022Advisor Group Holdings Inc.8,324$287K0.0%-11.7%0.245%
1/28/2022 Financial Enhancement Group LLC912,684$31.51M5.5%+5.9%26.617%
1/27/2022Kathmere Capital Management LLC420,672$14.52M2.5%+1.3%12.268%
1/25/2022Ferguson Shapiro LLC13,158$454K0.2%N/A0.384%
1/12/2022IFP Advisors Inc52,921$1.83M0.0%+4.9%1.543%
(Data available from 1/1/2016 forward)

SPYC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPYC shares?

During the previous two years, 18 institutional investors and hedge funds held shares of Simplify US Equity PLUS Convexity ETF. The most heavily invested institutionals were Austin Wealth Management LLC ($26.62M), Integrated Wealth Concepts LLC ($8.50M), Entrewealth LLC ($6.30M), Commonwealth Equity Services LLC ($3.43M), Financial Enhancement Group LLC ($1.39M), Meitav Investment House Ltd. ($1.31M), and Wolverine Trading LLC ($707K).Learn more on Simplify US Equity PLUS Convexity ETF's institutional investors.

Which institutional investors have been buying Simplify US Equity PLUS Convexity ETF's stock?

Of the 15 institutional investors that purchased Simplify US Equity PLUS Convexity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Austin Wealth Management LLC ($728.69K), Financial Enhancement Group LLC ($302.62K), Entrewealth LLC ($182.83K), Commonwealth Equity Services LLC ($154.58K), Integrated Wealth Concepts LLC ($23.64K), Meitav Investment House Ltd. ($23.06K), and Wolverine Trading LLC ($18.87K).

How much institutional buying is happening at Simplify US Equity PLUS Convexity ETF?

Institutional investors have bought a total of 773,466 shares in the last 24 months. This purchase volume represents approximately $28.73M in transactions.

Which of Simplify US Equity PLUS Convexity ETF's major shareholders have been selling company stock?

The following institutional investors have sold Simplify US Equity PLUS Convexity ETF stock in the last 24 months: Financial Enhancement Group LLC ($535.83K), Commonwealth Equity Services LLC ($196.67K), Integrated Wealth Concepts LLC ($54.08K), Fiduciary Alliance LLC ($1.02K), and IFP Advisors Inc ($260.00).

How much institutional selling is happening at Simplify US Equity PLUS Convexity ETF?

Institutional investors have sold a total of 787,857 shares in the last 24 months. This volume of shares sold represents approximately $28.62M in transactions.


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This page (NYSEARCA:SPYC) was last updated on 7/16/2025 by MarketBeat.com Staff
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