Simplify US Eqty Plus ConvexSPYCETF
13F holders, Q4 2024 (December 31)20holders +5
5new positions
2sold out
1famous investor
$37.86avg. 13F price*
At the end of Q4 2024, 20 institutions reported holding Simplify US Eqty Plus Convex (SPYC) in their 13F filings, up 5 from Q3 2024. 5 opened new positions and 2 sold out. The largest holders were Austin Wealth Management, LLC ($25.8M), Integrated Wealth Concepts LLC ($11.3M) and Financial Enhancement Group LLC ($10.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.8M |
| Exits | 2 | $642K |
All 13F filers, Q3 2024 → Q4 2024: 89,659 shares bought and 508,516 shares sold, net −418,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Austin Wealth Management, LLC | 5.35% | Add +3.7% | 668,803 | $25.8M |
| Integrated Wealth Concepts LLC | 0.13% | Add +4.3% | 300,862 | $11.3M |
| Financial Enhancement Group LLC | 1.54% | Reduce -52.0% | 270,925 | $10.1M |
| Entrewealth, LLC | 5.73% | — | 165,831 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -68.2% | 91,531 | $3.4M |
| Wolverine Trading, LLC | 0.02% | New | 18,865 | $707K |
| Fiduciary Alliance LLC | 0.06% | New | 14,788 | $553K |
| Noble Wealth Management PBC | 0.38% | — | 14,689 | $550K |
| Jane Street Group, LLC | 0.00% | New | 10,992 | $411K |
| Royal Bank of Canada | 0.00% | Add +62.9% | 10,150 | $380K |
| Citadel Advisors | 0.00% | Add +0.5% | 9,548 | $357K |
| Old Mission Capital LLC | 0.01% | Add +0.7% | 7,472 | $280K |
| Modern Wealth Management, LLC | 0.01% | Add +1.1% | 5,556 | $208K |
| Cwm, LLC | 0.00% | Reduce -8.7% | 3,263 | $122K |
| BlackRock, Inc. | 0.00% | New | 3,132 | $117K |
| IFP Advisors, Inc | 0.00% | Reduce -13.2% | 1,710 | $64K |
| Empowered Funds, LLC | 0.00% | New | 1,624 | $61K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.3% | 1,613 | $60K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,250 | $47K |
| Morgan Stanley | 0.00% | Reduce -0.7% | 151 | $6K |
"% 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.