Simplify US Eqty Plus ConvexSPYCETF
13F holders, Q3 2025 (September 30)31holders −2
3new positions
5sold out
1famous investor
$42.76avg. 13F price*
At the end of Q3 2025, 31 institutions reported holding Simplify US Eqty Plus Convex (SPYC) in their 13F filings, down 2 from Q2 2025. 3 opened new positions and 5 sold out. The largest holders were Austin Wealth Management, LLC ($36.4M), Integrated Wealth Concepts LLC ($10.7M) and Entrewealth, LLC ($9.4M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $237K |
| Exits | 5 | $103K |
All 13F filers, Q2 2025 → Q3 2025: 223,732 shares bought and 29,600 shares sold, net +194,132 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Austin Wealth Management, LLC | 5.72% | Add +3.7% | 854,718 | $36.4M |
| Integrated Wealth Concepts LLC | 0.10% | Add +8.9% | 250,408 | $10.7M |
| Entrewealth, LLC | 4.82% | Add +10.2% | 218,625 | $9.4M |
| AE Wealth Management LLC | 0.03% | Reduce -0.7% | 115,819 | $5.0M |
| LPL Financial LLC | 0.00% | Add +602.3% | 86,192 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.5% | 72,059 | $3.1M |
| Evolution Wealth Management Inc. | 3.08% | Add +931.3% | 69,941 | $3.0M |
| Lloyd Advisory Services, LLC. | 0.77% | Reduce -2.6% | 37,963 | $1.6M |
| Financial Enhancement Group LLC | 0.19% | Reduce -1.1% | 33,411 | $1.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.21% | Reduce -9.0% | 20,471 | $877K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.3% | 19,132 | $820K |
| Cwm, LLC | 0.00% | Add +119.2% | 16,096 | $690K |
| Noble Wealth Management PBC | 0.34% | — | 14,689 | $630K |
| Fiduciary Alliance LLC | 0.04% | Reduce -3.4% | 13,296 | $570K |
| Howard Bailey Securities, LLC | 0.15% | Add +1.7% | 12,517 | $536K |
| Citadel Advisors | 0.00% | Reduce -31.4% | 10,668 | $457K |
| Susquehanna International Group, LLP | 0.00% | Add +16.3% | 6,803 | $292K |
| LifeWealth Investments, LLC | 0.09% | Add +2.6% | 6,202 | $266K |
| Modern Wealth Management, LLC | 0.00% | No change | 5,556 | $238K |
| Cetera Investment Advisers | 0.00% | New | 4,935 | $212K |
| BlackRock, Inc. | 0.00% | No change | 3,132 | $134K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.2% | 1,680 | $72K |
| UBS Group AG | 0.00% | New | 548 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +2.6% | 505 | $22K |
| Royal Bank of Canada | 0.00% | Reduce -74.2% | 200 | $9K |
| Morgan Stanley | 0.00% | No change | 151 | $6K |
| Decker Retirement Planning Inc. | 0.00% | No change | 74 | $3K |
| Geneos Wealth Management Inc. | 0.00% | New | 42 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 35 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 22 | $947 |
| Pineridge Advisors LLC | 0.00% | No change | 7 | $301 |
"% 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.