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Simplify US Equity PLUS Convexity ETF (SPYC) Institutional Ownership

$41.63 +0.21 (+0.51%)
Closing price 04:10 PM Eastern
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$41.60 -0.03 (-0.07%)
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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)
17
Total
Institutional Inflows
(last 12 months)
$38.40M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$28.46M
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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
8/15/2025 Modern Wealth Management LLC5,556$230K0.0%N/A0.258%
8/14/2025 Raymond James Financial Inc.1,157$48K0.0%N/A0.054%
8/8/2025 Austin Wealth Management LLC824,404$33.54M6.0%+13.1%39.730%
8/6/2025 AE Wealth Management LLC116,592$4.82M0.0%N/A5.619%
8/6/2025 Entrewealth LLC198,466$8.20M5.7%+8.5%9.565%
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%
5/16/2025 Integrated Wealth Concepts LLC246,784$8.50M0.1%-18.0%12.656%
5/15/2025 OLD Mission Capital LLC8,031$277K0.0%+7.5%0.412%
5/14/2025 Entrewealth LLC182,834$6.30M4.8%+10.3%9.376%
5/1/2025 CWM LLC7,090$244K0.0%+117.3%0.435%
5/1/2025 Austin 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%
2/17/2025 Wolverine Trading LLC18,865$707K0.0%N/A0.977%
2/14/2025 Jane Street Group LLC10,992$411K0.0%N/A0.570%
2/14/2025 Integrated Wealth Concepts LLC300,862$11.26M0.1%+4.4%15.589%
2/10/2025 Entrewealth LLC165,831$6.21M5.8%N/A8.592%
2/10/2025 Commonwealth Equity Services LLC91,531$3.43M0.0%-68.2%4.743%
2/10/2025 Austin 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%
1/28/2025 Empowered 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%
11/15/2024 Integrated 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%
10/28/2024 Austin 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%
7/31/2024 Austin Wealth Management LLC598,883$22.55M5.3%+3.7%31.030%
7/31/2024 Commonwealth Equity Services LLC223,278$8.09M0.0%+33.6%11.569%
7/10/2024 CWM LLC3,749$136K0.0%-13.9%0.194%
5/23/2024 Austin Wealth Management LLC577,391$20.18M5.0%+0.7%29.917%
5/8/2024 Avantax Advisory Services Inc.6,684$234K0.0%N/A0.346%
4/29/2024 Commonwealth 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%
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2/21/2024 Austin Wealth Management LLC573,553$18.82M5.1%+2.9%23.221%
2/12/2024 Tradition 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%
12/5/2023 Austin Wealth Management LLC557,318$16.42M5.1%N/A22.563%
11/15/2023 Integrated Wealth Concepts LLC272,604$7.59M0.1%+1.0%11.037%
11/13/2023Bison Wealth LLC19,521$543K0.1%-2.0%0.790%
10/23/2023 Commonwealth 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%
8/10/2023 Commonwealth 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%
8/8/2023 Prospera 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%
5/12/2023 Tradition Wealth Management LLC230,338$5.89M0.7%+1.7%7.943%
5/5/2023 Truist Financial Corp26,605$716K0.0%-54.9%0.917%
5/3/2023 Integrated 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%
3/6/2023 OLD Mission Capital LLC32,989$837K0.0%+15.8%1.358%
2/13/2023 Integrated Wealth Concepts LLC342,638$8.69M0.2%N/A14.100%
2/13/2023 Betterment 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%
2/8/2023 Prospera 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%
2/3/2023 Tradition 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%
11/14/2022 Wolverine Trading LLC15,722$412K0.0%N/A0.642%
11/14/2022 OLD Mission Capital LLC28,485$736K0.0%+57.2%1.163%
10/27/2022 Financial Enhancement Group LLC34,311$887K0.2%-90.1%2.172%
10/27/2022 Prospera 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%
8/8/2022 Prospera Financial Services Inc27,158$720K0.0%-57.8%1.358%
8/5/2022 OLD 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%
8/2/2022 Tradition 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%
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad)

On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers. But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies. American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained.tc pixel

Click here to download the guide and protect your assets before Sept 15th.
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%
5/11/2022 Tradition Wealth Management LLC103,576$3.32M0.4%+7.8%3.419%
5/6/2022 Fagan Associates Inc.70,285$2.25M0.5%-1.1%2.320%
5/4/2022 Prospera Financial Services Inc64,346$2.06M0.1%-15.5%2.056%
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%
2/17/2022 Ovata Capital Management Ltd4,000,000$112.55M2.4%N/A133.156%
2/14/2022 Wolverine Trading LLC25,929$899K0.0%N/A0.863%
(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, 22 institutional investors and hedge funds held shares of Simplify US Equity PLUS Convexity ETF. The most heavily invested institutionals were Austin Wealth Management LLC ($33.54M), Integrated Wealth Concepts LLC ($8.50M), Entrewealth LLC ($8.20M), AE Wealth Management LLC ($4.82M), Commonwealth Equity Services LLC ($3.43M), Lloyd Advisory Services LLC. ($1.61M), and Financial Enhancement Group LLC ($1.39M).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 19 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 ($824.40K), Financial Enhancement Group LLC ($302.62K), Entrewealth LLC ($198.47K), AE Wealth Management LLC ($116.59K), Commonwealth Equity Services LLC ($106.63K), Lloyd Advisory Services LLC. ($38.98K), and Integrated Wealth Concepts LLC ($23.64K).

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

Institutional investors have bought a total of 997,985 shares in the last 24 months. This purchase volume represents approximately $38.40M 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.


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This page (NYSEARCA:SPYC) was last updated on 8/26/2025 by MarketBeat.com Staff
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