Skip to content
Disclosery

SPYC SIMPLIFY EXCHANGE TRADED FUN

Follow

US EQT PLS CNVEX (fund)

37 managers (37 13F filers) reported a position in SPYC shares at 2026-06-30, 1,965,425 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
37
13F filers
37
New
10
Added
11
Reduced
12
Sold out
4
Shares held by filers
1,965,425

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Austin Wealth Management, LLC679,990$30.6M6.47%+12,72013F-HRTimeline
Integrated Wealth Concepts LLC326,617$14.9M0.07%+33,57813F-HRTimeline
ENTREWEALTH, LLC252,239$11.9M4.41%+14,73713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC258,822$11.8M0.01%+190,35913F-HRTimeline
AE Wealth Management LLC135,675$6.2M0.03%-46,72613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.108,823$4.97M2.92%+6,12413F-HRTimeline
Lloyd Advisory Services, LLC.34,274$1.57M0.61%+32,64413F-HRTimeline
Financial Enhancement Group LLC32,796$1.5M0.18%-99513F-HRTimeline
Manhattan West Asset Management, LLC14,371$657K0.11%new13F-HRTimeline
Noble Wealth Management PBC13,279$607K0.28%-1,24013F-HRTimeline
Fiduciary Alliance LLC12,719$581K0.04%+1913F-HRTimeline
LPL Financial LLC12,480$570K<0.01%+1,15213F-HRTimeline
Elevated Capital Advisors, LLC12,022$549K0.15%-86113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC11,039$504K0.14%-23013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC10,461$478K0.18%-17513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,600$347K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,309$334K<0.01%-3,23213F-HR/ATimeline
Modern Wealth Management, LLC5,556$254K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning5,527$252K<0.01%new13F-HRTimelineGroup
Integrated Wealth Management4,759$217K0.23%new13F-HRTimeline
Aptus Capital Advisors, LLC4,178$191K<0.01%+1,62013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC3,726$170K0.07%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,132$143K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC2,307$105K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.1,506$68.8K0.02%-12413F-HRTimeline
Montgomery Financial Services LLC1,304$59.6K0.05%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC842$38.5K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/850$23.8K<0.01%new13F-HRTimelineGroup
Networth Advisors, LLC444$20.3K0.01%-913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO290$13.1K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG172$7.86K<0.01%-31613F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.140$6.39K<0.01%-36513F-HRTimeline
Decker Retirement Planning Inc.105$4.8K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.43$1.94K<0.01%+113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17$776<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC9$411<0.01%-12513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2$96<0.01%+113F-HRTimelineGroup