Simplify US Eqty Plus ConvexSPYCETF
13F holders, Q3 2024 (September 30)15holders +1
3new positions
2sold out
1famous investor
$34.31avg. 13F price*
At the end of Q3 2024, 15 institutions reported holding Simplify US Eqty Plus Convex (SPYC) in their 13F filings, up 1 from Q2 2024. 3 opened new positions and 2 sold out. The largest holders were Austin Wealth Management, LLC ($24.2M), Financial Enhancement Group LLC ($15.2M) and Integrated Wealth Concepts LLC ($10.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify US Eqty Plus Convex
- CUSIP
- 82889N103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $568K |
| Exits | 2 | $1.1M |
All 13F filers, Q2 2024 → Q3 2024: 431,600 shares bought and 65,787 shares sold, net +365,813 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Austin Wealth Management, LLC | 5.30% | Add +7.7% | 645,179 | $24.2M |
| Financial Enhancement Group LLC | 2.95% | Add +110.8% | 565,061 | $15.2M |
| Integrated Wealth Concepts LLC | 0.13% | Add +3.0% | 288,311 | $10.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +29.1% | 288,196 | $10.9M |
| Bison Wealth, LLC | 0.10% | Reduce -12.4% | 16,942 | $640K |
| Citadel Advisors | 0.00% | New | 9,500 | $359K |
| Old Mission Capital LLC | 0.01% | Reduce -80.3% | 7,417 | $280K |
| Royal Bank of Canada | 0.00% | Reduce -26.7% | 6,231 | $235K |
| Modern Wealth Management, LLC | 0.01% | New | 5,495 | $208K |
| Cwm, LLC | 0.00% | Reduce -4.6% | 3,575 | $135K |
| IFP Advisors, Inc | 0.00% | No change | 1,970 | $74K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,758 | $66K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,250 | $47K |
| Morgan Stanley | 0.00% | Reduce -35.9% | 152 | $6K |
| UBS Group AG | 0.00% | New | 55 | $2K |
"% 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.