Free Trial
→ Man Who Called Nvidia at $1.10 Says Buy This Now... (From The Oxford Club) (Ad) Free SPYC Stock Alerts

Simplify US Equity PLUS Convexity ETF (SPYC) Institutional Ownership

$40.65 -0.10 (-0.25%)
Closing price 04:10 PM Eastern
Extended Trading
$40.52 -0.13 (-0.31%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$28.71M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$28.46M
Get SPYC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Simplify US Equity PLUS Convexity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SPYC Institutional Buying and Selling by Quarter

Simplify US Equity PLUS Convexity ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/30/2025 LifeWealth Investments LLC5,744$237K0.1%N/A0.277%
7/25/2025 CWM LLC7,344$303K0.0%+3.6%0.354%
7/18/2025 B.O.S.S. Retirement Advisors LLC22,486$929K0.2%N/A1.084%
7/16/2025 Lloyd Advisory Services LLC.38,978$1.61M0.8%N/A1.878%
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%
5/1/2025 CWM 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%
2/4/2025 IFP 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%
7/10/2024 CWM 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%
2/1/2024 CWM 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%
Why AMZN, GOOG, MSFT might destroy NVDA (Ad)

Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast.

Click to get the full details on Eric Fry's "Nvidia alternative" right here.
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%
10/12/2023 IFP Advisors Inc2,502$70K0.0%-77.2%0.101%
10/11/2023 CWM 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%
8/10/2023 Meitav Investment House Ltd.11,528$1.31M0.0%N/A0.467%
8/8/2023Prospera Financial Services Inc19,055$555K0.0%-11.3%0.771%
8/4/2023 IFP Advisors Inc10,989$273K0.0%-60.6%0.445%
8/3/2023 CWM LLC514,663$14.98M0.1%-14.2%20.837%
7/24/2023 Meitav 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%
5/5/2023 Truist Financial Corp26,605$716K0.0%-54.9%0.917%
5/3/2023Integrated Wealth Concepts LLC303,762$8.17M0.2%-11.3%10.475%
5/1/2023 CWM LLC600,136$16.14M0.1%N/A20.694%
4/20/2023 Kathmere Capital Management LLC40,832$1.10M0.2%-9.0%1.408%
4/18/2023 IFP 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%
2/7/2023 IFP Advisors Inc29,446$731K0.0%-40.9%1.212%
2/7/2023 Envestnet 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%
1/24/2023 Kathmere 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%
10/26/2022 Truist Financial Corp74,039$1.91M0.0%-34.4%4.686%
10/11/2022 Kathmere Capital Management LLC164,494$4.25M0.8%-47.8%9.508%
8/13/2022 Kathmere 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%
8/3/2022 Envestnet 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%
7/22/2022 Truist 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%
Leaked Gov’t Memo Reveals $100 Trillion Deadline (Ad)

Only Days Left to Claim Your Share of Trump's $100T Play Trump's economic blueprint is about to go live, and the deadline is fast-approaching. A new federal plan could legally unlock $100 trillion in U.S. resources... and one $10 stock could lead the charge. Former hedge fund manager Whitney Tilson explains how to act now, before this hits the headlines.

Click here now to discover the full story and how to stake your claim before this land rush goes ful
5/4/2022 Envestnet Asset Management Inc.109,834$3.52M0.0%+37.7%3.510%
4/28/2022 Kathmere Capital Management LLC445,846$14.29M2.4%+6.0%14.136%
4/22/2022 Truist Financial Corp106,637$3.42M0.0%+41.8%3.328%
2/17/2022Ovata Capital Management Ltd4,000,000$112.55M2.4%N/A133.156%
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%
2/4/2022 Envestnet 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%
(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, 21 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), Lloyd Advisory Services LLC. ($1.61M), Financial Enhancement Group LLC ($1.39M), and Meitav Investment House Ltd. ($1.31M).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 18 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), Lloyd Advisory Services LLC. ($38.98K), Integrated Wealth Concepts LLC ($23.64K), and B.O.S.S. Retirement Advisors LLC ($22.49K).

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

Institutional investors have bought a total of 763,335 shares in the last 24 months. This purchase volume represents approximately $28.71M 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 ($531.30K), 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 783,319 shares in the last 24 months. This volume of shares sold represents approximately $28.46M in transactions.


Related Companies

This page (NYSEARCA:SPYC) was last updated on 8/5/2025 by MarketBeat.com Staff
From Our Partners
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
Crypto Income (almost instantly)
How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...
Awesomely, LLC | Sponsored
One stock to replace Nvidia
I'm a Futurist: Here are 3 stocks better than Nvidia Nvidia's own customers could soon become fierce compet...
InvestorPlace | Sponsored
Digital Dollar Alert: Protect Your Wealth Before It’s Too Late
134 countries are developing Central Bank Digital Currencies — and the U.S. is quietly testing one. Experts...
American Alternative | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
[Shocking New Report] U.S. Dollar To Crash?
The "Death Spiral" Threatening Your Savings But this time, it's not just Dalio ringing the alarm bells…
Goldco Precious Metals | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored