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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)
16
Total
Institutional Inflows
(last 12 months)
$16.09M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.55M
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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
9/23/2026 Envestnet Asset Management Inc.7,600$347K0.0%N/A0.415%
9/9/2026 Integrated Wealth Concepts LLC326,608$14.92M0.1%+11.5%13.223%
8/22/2026 Montgomery Financial Services LLC1,304$60K0.1%N/A0.053%
7/7/2026 Financial Enhancement Group LLC32,796$1.50M0.2%-2.9%1.339%
7/1/2026 Noble Wealth Management PBC13,279$607K0.3%-8.5%0.577%
4/30/2026 Elevated Capital Advisors LLC12,883$509K0.1%N/A0.560%
4/28/2026 B.O.S.S. Retirement Advisors LLC11,269$445K0.1%-8.5%0.490%
4/28/2026 Evolution Wealth Management Inc.102,699$4.05M3.0%+37.0%4.465%
2/18/2026 Mercer Global Advisors Inc. ADV15,870$678K0.0%-17.0%0.696%
2/16/2026 Aptus Capital Advisors LLC2,553$109K0.0%+52.0%0.112%
2/13/2026 Integrated Wealth Concepts LLC323,898$13.85M0.2%+29.3%14.206%
2/12/2026 Commonwealth Equity Services LLC70,352$3.01M0.0%-2.4%3.086%
2/11/2026 Howard Bailey Securities LLC11,046$472K0.2%+13.4%0.484%
2/11/2026 LPL Financial LLC11,199$479K0.0%-87.0%0.491%
2/10/2026 Evolution Wealth Management Inc.74,961$3.20M2.7%+7.2%3.288%
2/6/2026 Lloyd Advisory Services LLC.40,423$1.73M0.7%+6.5%1.773%
2/6/2026 Kingdom Financial Group LLC.1,838$79K0.0%N/A0.081%
2/2/2026 B.O.S.S. Retirement Advisors LLC12,310$526K0.2%-39.9%0.540%
1/26/2026 LifeWealth Investments LLC5,698$244K0.1%-8.1%0.250%
1/26/2026 AE Wealth Management LLC129,251$5.53M0.0%+11.6%5.669%
1/26/2026CWM LLC14,935$638K0.0%-7.2%0.655%
1/26/2026 Austin Wealth Management LLC904,781$39.11M5.8%+5.9%39.683%
1/23/2026 Financial Enhancement Group LLC33,849$1.44M0.2%+1.3%1.485%
1/22/2026 Fiduciary Alliance LLC12,793$547K0.0%-3.8%0.561%
11/17/2025 Susquehanna International Group LLP6,803$292K0.0%+16.3%0.314%
11/17/2025 Mercer Global Advisors Inc. ADV19,132$820K0.0%-12.3%0.882%
11/17/2025 Integrated Wealth Concepts LLC250,408$10.73M0.1%+8.9%11.540%
11/17/2025 Citadel Advisors LLC10,668$457K0.0%-31.4%0.492%
11/12/2025 Entrewealth LLC218,625$9.37M4.8%+10.2%10.075%
11/5/2025 B.O.S.S. Retirement Advisors LLC20,471$877K0.2%-9.0%0.943%
11/5/2025 Austin Wealth Management LLC854,718$36.44M5.7%+3.7%39.388%
11/4/2025 Howard Bailey Securities LLC9,737$417K0.2%-4.5%0.449%
11/3/2025 AE Wealth Management LLC115,819$4.96M0.0%-0.7%5.337%
10/30/2025 Lloyd Advisory Services LLC.37,963$1.63M0.8%-2.6%1.726%
10/23/2025 Evolution Wealth Management Inc.69,941$3.00M3.1%+931.3%3.179%
10/20/2025 LifeWealth Investments LLC6,170$264K0.1%+7.4%0.280%
10/15/2025CWM LLC16,096$690K0.0%+119.2%0.732%
10/9/2025 Financial Enhancement Group LLC33,411$1.45M0.2%-1.0%1.519%
10/8/2025 Fiduciary Alliance LLC13,296$570K0.0%-3.4%0.604%
9/4/2025 Osaic Holdings Inc.1,613$67K0.0%N/A0.075%
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8/29/2025 Evolution Wealth Management Inc.6,782$280K0.3%N/A0.315%
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%
7/25/2025CWM 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%
5/1/2025CWM LLC7,090$244K0.0%+117.3%0.435%
5/1/2025Austin Wealth Management LLC728,691$26.62M5.3%+9.0%44.705%
4/23/2025Financial Enhancement Group LLC35,425$1.23M0.2%-86.9%2.173%
4/9/2025Fiduciary 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%
1/14/2025Financial Enhancement Group LLC270,925$10.07M1.5%-52.1%14.038%
1/13/2025Fiduciary Alliance LLC14,788$553K0.1%N/A0.766%
11/15/2024Integrated Wealth Concepts LLC288,311$10.89M0.1%+3.0%14.938%
10/31/2024Financial 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%
8/2/2024Financial 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%
4/15/2024Financial 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%
1/18/2024Financial 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%
10/17/2023Financial 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%
5/17/2023Financial Enhancement Group LLC565,061$15.18M2.9%-3.3%19.485%


SPYC Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of Simplify US Equity PLUS Convexity ETF. The most heavily invested institutionals were Austin Wealth Management LLC ($39.11M), Integrated Wealth Concepts LLC ($14.92M), Entrewealth LLC ($9.37M), AE Wealth Management LLC ($5.53M), Evolution Wealth Management Inc. ($4.05M), Commonwealth Equity Services LLC ($3.01M), and Lloyd Advisory Services LLC. ($1.73M).Learn more on Simplify US Equity PLUS Convexity ETF's institutional investors.

Of the 26 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 ($305.90K), Financial Enhancement Group LLC ($297.43K), Entrewealth LLC ($218.63K), Integrated Wealth Concepts LLC ($148.52K), AE Wealth Management LLC ($130.02K), Evolution Wealth Management Inc. ($102.70K), and Lloyd Advisory Services LLC. ($41.44K).

Institutional investors have bought a total of 376,345 shares in the last 24 months. This purchase volume represents approximately $16.09M in transactions.

Of the 13 institutional investors that sold Simplify US Equity PLUS Convexity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($74.99K), B.O.S.S. Retirement Advisors LLC ($11.22K), Mercer Global Advisors Inc. ADV ($5.95K), Citadel Advisors LLC ($4.89K), Commonwealth Equity Services LLC ($1.71K), Financial Enhancement Group LLC ($1.35K), and Noble Wealth Management PBC ($1.24K).

Institutional investors have sold a total of 106,238 shares in the last 24 months. This volume of shares sold represents approximately $4.55M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPYC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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