Simplify US Eqty Plus ConvexSPYCETF
13F holders, Q1 2024 (March 31)16holders
$34.73avg. 13F price*
At the end of Q1 2024, 16 institutions reported holding Simplify US Eqty Plus Convex (SPYC) in their 13F filings. The largest holders were Austin Wealth Management, LLC ($20.2M), Financial Enhancement Group LLC ($9.2M) and Integrated Wealth Concepts LLC ($8.1M).
- Company
- Simplify US Eqty Plus Convex
- CUSIP
- 82889N103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $721K |
| Exits | 2 | $199K |
Ownership 16 holders
| Austin Wealth Management, LLC | 4.99% | Add +0.7% | 577,391 | $20.2M |
| Financial Enhancement Group LLC | 1.51% | Reduce -9.0% | 272,608 | $9.2M |
| Integrated Wealth Concepts LLC | 0.12% | Add +3.8% | 230,343 | $8.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.3% | 167,177 | $5.9M |
| Bison Wealth, LLC | 0.11% | Reduce -1.6% | 19,332 | $677K |
| Jane Street Group, LLC | 0.00% | New | 12,700 | $445K |
| Susquehanna International Group, LLP | 0.00% | Add +15.3% | 11,393 | $399K |
| Wolverine Trading, LLC | 0.00% | Reduce -65.8% | 11,305 | $396K |
| Avantax Advisory Services, Inc. | 0.00% | New | 6,684 | $234K |
| UBS Group AG | 0.00% | Add +294.5% | 5,776 | $202K |
| Cwm, LLC | 0.00% | Reduce -98.7% | 4,354 | $153K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.0% | 3,035 | $106K |
| IFP Advisors, Inc | 0.00% | Reduce -4.1% | 1,970 | $69K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,200 | $42K |
| Morgan Stanley | 0.00% | No change | 237 | $8K |
| FMR LLC | 0.00% | New | 2 | $70 |
"% 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.