Free Trial

Simplify US Equity PLUS Convexity ETF (SPYC) Institutional Ownership

→ World’s biggest multibillionaire investor is buying THIS by the ton [picture] (From Stansberry Research) (Ad)
Free SPYC Stock Alerts
$32.97
-0.21 (-0.63%)
(As of 04/25/2024 ET)
Compare
Stock AnalysisChartDividendHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$35.96M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$12.12M
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
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%
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%
10/12/2023IFP 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%
8/10/2023Meitav 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%
8/3/2023 CWM 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%
5/1/2023 CWM 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%
2/3/2023U.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%
World’s biggest multibillionaire investor is buying THIS by the ton [picture] (Ad)

Don't Buy Bullion or Mining Stocks. Do THIS Instead As gold continues to break all-time highs, many folks will run out and buy bullion or mining stocks. That's not the best way to ride this gold bull market higher. Note, this showed a 995% gain the last time we shared this same investment idea.

Click here to find out what to do.
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%
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%
1/25/2022 Ferguson Shapiro LLC13,158$454K0.2%N/A0.384%
1/12/2022IFP Advisors Inc52,921$1.83M0.0%+4.9%1.543%
12/8/2021Moors & Cabot Inc.25,000$27K0.0%N/A0.751%
11/12/2021OLD Mission Capital LLC24,199$742K0.0%N/A0.744%
11/12/2021Prospera Financial Services Inc79,768$2.45M0.1%+2.0%2.490%
11/10/2021Goldman Sachs Group Inc.18,681$573K0.0%N/A0.583%
11/9/2021Fagan Associates Inc.68,566$2.10M0.5%+1.6%2.174%
11/8/2021Brinker Capital Investments LLC44,142$1.35M0.0%-86.7%1.400%
11/5/2021Moors & Cabot Inc.25,000$27K0.0%N/A0.793%
11/5/2021Advisor Group Holdings Inc.9,424$290K0.0%-55.3%0.299%
10/29/2021Commonwealth Equity Services LLC26,435$810K0.0%-2.1%0.825%
10/15/2021Bartlett & Co. LLC1,145$35K0.0%-50.0%0.036%
10/14/2021 Financial Enhancement Group LLC862,036$26.43M5.0%-0.5%27.117%
10/14/2021Kathmere Capital Management LLC415,465$12.74M2.3%+7.9%13.278%
10/6/2021IFP Advisors Inc50,459$1.55M0.0%+30.7%1.613%
8/12/2021Prospera Financial Services Inc78,239$2.40M0.1%-6.5%2.583%
8/11/2021Commonwealth Equity Services LLC27,013$827K0.0%N/A0.892%
8/10/2021 Financial Enhancement Group LLC866,707$26.56M5.5%-63.2%28.614%
8/9/2021Tradition Wealth Management LLC80,524$2.47M0.4%+7.3%2.703%
8/6/2021Wolverine Trading LLC15,894$487K0.0%N/A0.534%
8/6/2021Fagan Associates Inc.67,457$2.07M0.4%+19.1%2.284%
8/4/2021Envestnet Asset Management Inc.25,703$788K0.0%N/A0.870%
Mysterious Gold Leverage Just Announced (Ad)

World's biggest multibillionaire investor group is buying THIS by the tons Most folks have completely missed the fact that there's one group of investors so powerful they're literally buying ONE THING by the tons… Stacking it in their locked vaults on pallets in record numbers.

Find out what it is and see how you can get in with just a few dollars.
8/3/2021Brinker Capital Investments LLC331,635$10.16M0.1%N/A11.227%
7/31/2021Kathmere Capital Management LLC385,099$11.80M2.3%+51.8%13.037%
7/31/2021IFP Advisors Inc38,593$1.18M0.0%+31.8%1.306%
5/17/2021Royal Bank of Canada214,047$6.09M0.0%+24.0%7.772%
5/14/2021Tradition Wealth Management LLC75,062$2.13M0.4%N/A2.776%
5/10/2021 Financial Enhancement Group LLC2,355,659$66.97M13.7%+27.1%87.118%
5/7/2021Kathmere Capital Management LLC253,744$7.21M1.4%N/A8.660%
5/6/2021Prospera Financial Services Inc83,640$2.38M0.1%N/A3.093%
5/6/2021Fagan Associates Inc.56,662$1.61M0.4%+127.6%2.095%
4/30/2021IFP Advisors Inc29,273$830K0.0%-44.8%0.999%
(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 ($18.82M), CWM LLC ($10.43M), Financial Enhancement Group LLC ($9.20M), Integrated Wealth Concepts LLC ($7.59M), Commonwealth Equity Services LLC ($2.55M), Fagan Associates Inc. ($2.25M), and Envestnet Asset Management Inc. ($1.50M).Learn more on SPYC's institutional investors.

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

Of the 16 institutional investors that purchased Simplify US Equity PLUS Convexity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CWM LLC ($600.14K), Austin Wealth Management LLC ($573.55K), Financial Enhancement Group LLC ($555.76K), Integrated Wealth Concepts LLC ($345.38K), Tradition Wealth Management LLC ($289.90K), Commonwealth Equity Services LLC ($91.55K), and Envestnet Asset Management Inc. ($38.52K).

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

Institutional investors have bought a total of 2,613,514 shares in the last 24 months. This purchase volume represents approximately $69.89M in transactions.

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

Of the 12 institutional investors that sold Simplify US Equity PLUS Convexity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kathmere Capital Management LLC ($405.01K), Financial Enhancement Group LLC ($360.86K), CWM LLC ($262.09K), Truist Financial Corp ($71.18K), Tradition Wealth Management LLC ($68.03K), Prospera Financial Services Inc ($53.87K), and IFP Advisors Inc ($47.36K).

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

Institutional investors have sold a total of 1,348,990 shares in the last 24 months. This volume of shares sold represents approximately $36.20M in transactions.


Related Companies:
This page (NYSEARCA:SPYC) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
These AI trades triggered this morning (545% return)
Prosper Trading Academy
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
He Is Giving Away Bitcoin
Crypto Swap Profits
Jim Cramer’s “The Biggest Drug Ever”
Behind the Markets
The AI stock to buy right now
StockEarnings
The only accurate crypto trading system I know …
Weiss Ratings
Fed launches fourth dollar overhaul
Stansberry Research