Simplify US Eqty Plus ConvexSPYCETF
13F holders, Q2 2025 (June 30)33holders +15
15new positions
1sold out
1famous investor
$41.00avg. 13F price*
At the end of Q2 2025, 33 institutions reported holding Simplify US Eqty Plus Convex (SPYC) in their 13F filings, up 15 from Q1 2025. 15 opened new positions and 1 sold out. The largest holders were Austin Wealth Management, LLC ($33.5M), Integrated Wealth Concepts LLC ($9.5M) and Entrewealth, LLC ($8.2M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $8.9M |
| Exits | 1 | $277K |
All 13F filers, Q1 2025 → Q2 2025: 337,176 shares bought and 74,251 shares sold, net +262,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Austin Wealth Management, LLC | 5.97% | Add +13.1% | 824,404 | $33.5M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -6.9% | 229,841 | $9.5M |
| Entrewealth, LLC | 5.67% | Add +8.6% | 198,466 | $8.2M |
| AE Wealth Management LLC | 0.04% | New | 116,592 | $4.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.2% | 86,344 | $3.6M |
| Lloyd Advisory Services, LLC. | 0.78% | New | 38,978 | $1.6M |
| Financial Enhancement Group LLC | 0.20% | Reduce -4.7% | 33,765 | $1.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.23% | New | 22,486 | $929K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -65.9% | 21,818 | $902K |
| Citadel Advisors | 0.00% | Add +60.4% | 15,560 | $643K |
| Fiduciary Alliance LLC | 0.04% | Reduce -3.7% | 13,768 | $569K |
| Howard Bailey Securities, LLC | 0.16% | New | 12,304 | $508K |
| LPL Financial LLC | 0.00% | Add +37.6% | 12,273 | $507K |
| Cwm, LLC | 0.00% | Add +3.6% | 7,344 | $303K |
| Evolution Wealth Management Inc. | 0.35% | — | 6,782 | $280K |
| LifeWealth Investments, LLC | 0.09% | New | 6,042 | $250K |
| Susquehanna International Group, LLP | 0.00% | New | 5,852 | $242K |
| Avantax Advisory Services, Inc. | 0.00% | New | 5,572 | $230K |
| Modern Wealth Management, LLC | 0.01% | New | 5,556 | $230K |
| BlackRock, Inc. | 0.00% | No change | 3,132 | $129K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.5% | 1,718 | $71K |
| Raymond James Financial Inc. | 0.00% | New | 1,157 | $48K |
| Royal Bank of Canada | 0.00% | Reduce -20.5% | 775 | $32K |
| Wells Fargo & Company | 0.00% | Add +676.7% | 668 | $28K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 492 | $20K |
| Transce3nd, LLC | 0.01% | New | 443 | $18K |
| Park Square Financial Group, LLC | 0.01% | New | 207 | $9K |
| Morgan Stanley | 0.00% | No change | 151 | $6K |
| Decker Retirement Planning Inc. | 0.00% | New | 74 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -98.0% | 35 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 22 | $911 |
| Global Retirement Partners, LLC | 0.00% | — | 20 | $828 |
| Pineridge Advisors LLC | 0.00% | New | 7 | $290 |
"% 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.