Skip to content

SPYC SIMPLIFY EXCHANGE TRADED FUN

Follow

US EQT PLS CNVEX (fund)

21 managers (21 13F filers) reported a position in SPYC shares at 2024-12-31, 1,602,755 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
21
13F filers
21
New
5
Added
6
Reduced
6
Sold out
2
Shares held by filers
1,602,755

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC668,803$25.8M5.35%+23,62413F-HRTimeline
Integrated Wealth Concepts LLC300,862$11.3M0.13%+12,55113F-HRTimeline
Financial Enhancement Group LLC270,925$10.1M1.54%-294,13613F-HRTimeline
ENTREWEALTH, LLC165,831$6.21M5.73%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC91,531$3.42M0.01%-196,66513F-HRTimeline
WOLVERINE TRADING, LLC18,865$707K0.02%new13F-HRTimeline
Fiduciary Alliance LLC14,788$553K0.06%new13F-HRTimeline
Noble Wealth Management PBC14,689$550K0.38%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,992$411K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,150$380K<0.01%+3,91913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,548$357K<0.01%+4813F-HRTimelineGroup
OLD MISSION CAPITAL LLC7,472$280K0.01%+5513F-HRTimeline
Modern Wealth Management, LLC5,556$208K0.01%+6113F-HR/ATimeline
CWM, LLCin group CWM, LLC3,263$122K<0.01%-31213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,132$117K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,710$64K<0.01%-26013F-HRTimeline
Empowered Funds, LLC1,624$60.8K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,613$60.4K<0.01%-14513F-HR/ATimelineGroup
Aptus Capital Advisors, LLC1,250$46.8K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY151$5.66K<0.01%-113F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.