Simplify US Eqty Plus ConvexSPYCETF
13F holders, Q2 2026 (June 30)37holders +6
10new positions
4sold out
$45.65avg. 13F price*
At the end of Q2 2026, 37 institutions reported holding Simplify US Eqty Plus Convex (SPYC) in their 13F filings, up 6 from Q1 2026. 10 opened new positions and 4 sold out. The largest holders were Austin Wealth Management, LLC ($30.6M), Integrated Wealth Concepts LLC ($14.9M) and Entrewealth, LLC ($11.9M).
- Company
- Simplify US Eqty Plus Convex
- CUSIP
- 82889N103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.8M |
| Exits | 4 | $706K |
All 13F filers, Q1 2026 → Q2 2026: 333,323 shares bought and 72,272 shares sold, net +261,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Austin Wealth Management, LLC | 6.47% | Add +1.9% | 679,990 | $30.6M |
| Integrated Wealth Concepts LLC | 0.10% | Add +11.5% | 326,608 | $14.9M |
| Entrewealth, LLC | 4.41% | Add +6.2% | 252,239 | $11.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +278.1% | 258,822 | $11.8M |
| AE Wealth Management LLC | 0.03% | Reduce -25.6% | 135,675 | $6.2M |
| Evolution Wealth Management Inc. | 2.92% | Add +6.0% | 108,823 | $5.0M |
| Lloyd Advisory Services, LLC. | 0.61% | Add +2002.7% | 34,274 | $1.6M |
| Financial Enhancement Group LLC | 0.18% | Reduce -2.9% | 32,796 | $1.5M |
| Manhattan West Asset Management, LLC | 0.11% | New | 14,371 | $657K |
| Noble Wealth Management PBC | 0.28% | Reduce -8.5% | 13,279 | $607K |
| Fiduciary Alliance LLC | 0.04% | Add +0.1% | 12,719 | $581K |
| LPL Financial LLC | 0.00% | Add +10.2% | 12,480 | $570K |
| Elevated Capital Advisors, LLC | 0.15% | Reduce -6.7% | 12,022 | $549K |
| B.O.S.S. Retirement Advisors, LLC | 0.14% | Reduce -2.0% | 11,039 | $504K |
| Howard Bailey Securities, LLC | 0.18% | Reduce -1.6% | 10,461 | $478K |
| Envestnet Asset Management Inc. | 0.00% | New | 7,600 | $347K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -30.7% | 7,309 | $334K |
| Modern Wealth Management, LLC | 0.00% | No change | 5,556 | $254K |
| Creative Planning | 0.00% | New | 5,527 | $252K |
| Integrated Wealth Management | 0.23% | New | 4,759 | $217K |
| Aptus Capital Advisors, LLC | 0.00% | Add +63.3% | 4,178 | $191K |
| Tounjian Advisory Partners, LLC | 0.07% | New | 3,726 | $170K |
| BlackRock, Inc. | 0.00% | No change | 3,132 | $143K |
| IFG Advisory, LLC | 0.00% | New | 2,307 | $105K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -7.6% | 1,506 | $69K |
| Montgomery Financial Services LLC | 0.05% | — | 1,304 | $60K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 842 | $38K |
| Bank of Montreal | 0.00% | New | 850 | $24K |
| Networth Advisors, LLC | 0.01% | Reduce -2.0% | 444 | $20K |
| JPMorgan Chase & Co. | 0.00% | New | 290 | $13K |
| UBS Group AG | 0.00% | Reduce -64.8% | 172 | $8K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -72.3% | 140 | $6K |
| Decker Retirement Planning Inc. | 0.00% | New | 105 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Add +2.4% | 43 | $2K |
| Osaic Holdings, Inc. | 0.00% | No change | 17 | $776 |
| Assetmark, Inc. | 0.00% | Reduce -93.3% | 9 | $411 |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $96 |
"% of holder's portfolio" is SPYC's weight in each manager's 13F, not the share of Simplify US Eqty Plus Convex the manager owns.