Simplify US Eqty Plus ConvexSPYCETF
13F holders, Q4 2025 (December 31)28holders −3
2new positions
6sold out
$42.98avg. 13F price*
At the end of Q4 2025, 28 institutions reported holding Simplify US Eqty Plus Convex (SPYC) in their 13F filings, down 3 from Q3 2025. 2 opened new positions and 6 sold out. The largest holders were Austin Wealth Management, LLC ($39.1M), Integrated Wealth Concepts LLC ($13.8M) and Entrewealth, LLC ($9.7M).
- Company
- Simplify US Eqty Plus Convex
- CUSIP
- 82889N103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $79K |
| Exits | 6 | $988K |
All 13F filers, Q3 2025 → Q4 2025: 156,769 shares bought and 114,882 shares sold, net +41,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Austin Wealth Management, LLC | 5.78% | Add +5.9% | 904,781 | $39.1M |
| Integrated Wealth Concepts LLC | 0.16% | Add +29.4% | 323,898 | $13.8M |
| Entrewealth, LLC | 4.39% | Add +4.2% | 227,756 | $9.7M |
| AE Wealth Management LLC | 0.03% | Add +11.6% | 129,251 | $5.5M |
| Evolution Wealth Management Inc. | 2.65% | Add +7.2% | 74,961 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.4% | 70,352 | $3.0M |
| Lloyd Advisory Services, LLC. | 0.67% | Add +6.5% | 40,423 | $1.7M |
| Financial Enhancement Group LLC | 0.19% | Add +1.3% | 33,849 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.1% | 15,870 | $678K |
| Cwm, LLC | 0.00% | Reduce -7.2% | 14,935 | $638K |
| Noble Wealth Management PBC | 0.31% | Reduce -0.5% | 14,619 | $625K |
| Fiduciary Alliance LLC | 0.04% | Reduce -3.8% | 12,793 | $547K |
| B.O.S.S. Retirement Advisors, LLC | 0.17% | Reduce -39.9% | 12,310 | $526K |
| LPL Financial LLC | 0.00% | Reduce -87.0% | 11,199 | $479K |
| Howard Bailey Securities, LLC | 0.19% | Reduce -11.8% | 11,046 | $472K |
| LifeWealth Investments, LLC | 0.08% | Reduce -8.1% | 5,698 | $244K |
| Modern Wealth Management, LLC | 0.00% | No change | 5,556 | $237K |
| Integrated Wealth Management | 0.23% | — | 4,818 | $206K |
| BlackRock, Inc. | 0.00% | No change | 3,132 | $134K |
| Aptus Capital Advisors, LLC | 0.00% | Add +52.0% | 2,553 | $109K |
| Kingdom Financial Group LLC. | 0.02% | New | 1,838 | $79K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +3.0% | 520 | $22K |
| Networth Advisors, LLC | 0.02% | — | 490 | $21K |
| Royal Bank of Canada | 0.00% | No change | 200 | $9K |
| Morgan Stanley | 0.00% | No change | 151 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 42 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 35 | $1K |
| Assetmark, Inc. | 0.00% | New | 9 | $385 |
"% 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.