Simplify US Eqty Plus ConvexSPYCETF
13F holders, Q2 2024 (June 30)14holders −2
2new positions
4sold out
$36.72avg. 13F price*
At the end of Q2 2024, 14 institutions reported holding Simplify US Eqty Plus Convex (SPYC) in their 13F filings, down 2 from Q1 2024. 2 opened new positions and 4 sold out. The largest holders were Austin Wealth Management, LLC ($22.5M), Integrated Wealth Concepts LLC ($10.1M) and Financial Enhancement Group LLC ($9.6M).
- Company
- Simplify US Eqty Plus Convex
- CUSIP
- 82889N103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.7M |
| Exits | 4 | $1.0M |
All 13F filers, Q1 2024 → Q2 2024: 186,063 shares bought and 36,291 shares sold, net +149,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Austin Wealth Management, LLC | 5.29% | Add +3.7% | 598,883 | $22.5M |
| Integrated Wealth Concepts LLC | 0.14% | Add +21.5% | 279,966 | $10.1M |
| Financial Enhancement Group LLC | 1.55% | Reduce -1.7% | 268,070 | $9.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +33.6% | 223,278 | $8.1M |
| Old Mission Capital LLC | 0.04% | New | 37,697 | $1.4M |
| Wolverine Trading, LLC | 0.01% | Add +111.3% | 23,893 | $866K |
| Bison Wealth, LLC | 0.11% | No change | 19,332 | $677K |
| Royal Bank of Canada | 0.00% | New | 8,500 | $308K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.2% | 6,696 | $243K |
| Cwm, LLC | 0.00% | Reduce -13.9% | 3,749 | $136K |
| IFP Advisors, Inc | 0.00% | No change | 1,970 | $71K |
| Osaic Holdings, Inc. | 0.00% | Reduce -42.1% | 1,758 | $64K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.2% | 1,250 | $45K |
| Morgan Stanley | 0.00% | No change | 237 | $9K |
"% 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.