Simplify US Eqty Plus ConvexSPYCETF
13F holders, Q1 2025 (March 31)18holders −2
3new positions
5sold out
1famous investor
$35.52avg. 13F price*
At the end of Q1 2025, 18 institutions reported holding Simplify US Eqty Plus Convex (SPYC) in their 13F filings, down 2 from Q4 2024. 3 opened new positions and 5 sold out. The largest holders were Austin Wealth Management, LLC ($26.6M), Integrated Wealth Concepts LLC ($8.5M) and Entrewealth, LLC ($6.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.5M |
| Exits | 5 | $1.4M |
All 13F filers, Q4 2024 → Q1 2025: 155,052 shares bought and 340,197 shares sold, net −185,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Austin Wealth Management, LLC | 5.33% | Add +8.9% | 728,691 | $26.6M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -18.0% | 246,784 | $8.5M |
| Entrewealth, LLC | 4.84% | Add +10.3% | 182,834 | $6.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 89,228 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | New | 64,066 | $2.2M |
| Financial Enhancement Group LLC | 0.19% | Reduce -86.9% | 35,425 | $1.2M |
| Noble Wealth Management PBC | 0.35% | No change | 14,689 | $506K |
| Fiduciary Alliance LLC | 0.05% | Reduce -3.3% | 14,297 | $492K |
| Citadel Advisors | 0.00% | Add +1.6% | 9,704 | $334K |
| LPL Financial LLC | 0.00% | New | 8,918 | $307K |
| Old Mission Capital LLC | 0.01% | Add +7.5% | 8,031 | $277K |
| Cwm, LLC | 0.00% | Add +117.3% | 7,090 | $244K |
| BlackRock, Inc. | 0.00% | No change | 3,132 | $108K |
| Aptus Capital Advisors, LLC | 0.00% | Add +43.9% | 1,799 | $62K |
| IFP Advisors, Inc | 0.00% | No change | 1,710 | $59K |
| Royal Bank of Canada | 0.00% | Reduce -90.4% | 975 | $34K |
| Morgan Stanley | 0.00% | No change | 151 | $5K |
| Wells Fargo & Company | 0.00% | New | 86 | $3K |
"% 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.