Simplify US Eqty Plus ConvexSPYCETF
13F holders, Q1 2026 (March 31)31holders +3
6new positions
3sold out
$39.73avg. 13F price*
At the end of Q1 2026, 31 institutions reported holding Simplify US Eqty Plus Convex (SPYC) in their 13F filings, up 3 from Q4 2025. 6 opened new positions and 3 sold out. The largest holders were Austin Wealth Management, LLC ($26.6M), Integrated Wealth Concepts LLC ($11.6M) and Entrewealth, LLC ($9.4M).
- Company
- Simplify US Eqty Plus Convex
- CUSIP
- 82889N103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.2M |
| Exits | 3 | $459K |
All 13F filers, Q4 2025 → Q1 2026: 122,120 shares bought and 338,468 shares sold, net −216,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Austin Wealth Management, LLC | 6.04% | Reduce -26.3% | 667,270 | $26.6M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -9.5% | 293,039 | $11.6M |
| Entrewealth, LLC | 4.20% | Add +4.3% | 237,502 | $9.4M |
| AE Wealth Management LLC | 0.04% | Add +41.1% | 182,401 | $7.2M |
| Evolution Wealth Management Inc. | 2.96% | Add +37.0% | 102,699 | $4.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.7% | 68,463 | $2.7M |
| Financial Enhancement Group LLC | 0.18% | Reduce -0.2% | 33,791 | $1.5M |
| Noble Wealth Management PBC | 0.29% | Reduce -0.7% | 14,519 | $573K |
| Fiduciary Alliance LLC | 0.03% | Reduce -0.7% | 12,700 | $540K |
| Elevated Capital Advisors, LLC | 0.13% | New | 12,883 | $509K |
| LPL Financial LLC | 0.00% | Add +1.1% | 11,328 | $447K |
| Old Mission Capital LLC | 0.01% | New | 11,282 | $445K |
| B.O.S.S. Retirement Advisors, LLC | 0.14% | Reduce -8.5% | 11,269 | $445K |
| Howard Bailey Securities, LLC | 0.17% | Reduce -3.7% | 10,636 | $420K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -33.6% | 10,541 | $416K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 6,540 | $258K |
| Modern Wealth Management, LLC | 0.00% | No change | 5,556 | $221K |
| Cwm, LLC | 0.00% | Reduce -75.4% | 3,676 | $145K |
| BlackRock, Inc. | 0.00% | No change | 3,132 | $124K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 2,558 | $101K |
| Lloyd Advisory Services, LLC. | 0.02% | Reduce -96.0% | 1,630 | $64K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -11.3% | 1,630 | $64K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -2.9% | 505 | $20K |
| UBS Group AG | 0.00% | New | 488 | $19K |
| Networth Advisors, LLC | 0.01% | Reduce -7.5% | 453 | $18K |
| Assetmark, Inc. | 0.00% | Add +1388.9% | 134 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 42 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 35 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 17 | $1K |
| Osaic Holdings, Inc. | 0.00% | New | 17 | $670 |
| Morgan Stanley | 0.00% | Reduce -99.3% | 1 | $47 |
"% 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.