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SPYC SIMPLIFY EXCHANGE TRADED FUN

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US EQT PLS CNVEX (fund)

19 managers (19 13F filers) reported a position in SPYC shares at 2025-03-31, 1,417,610 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
19
13F filers
19
New
3
Added
6
Reduced
5
Sold out
5
Shares held by filers
1,417,610

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC728,691$26.6M5.33%+59,88813F-HRTimeline
Integrated Wealth Concepts LLC246,784$8.5M0.1%-54,07813F-HRTimeline
ENTREWEALTH, LLC182,834$6.3M4.84%+17,00313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC89,228$3.07M<0.01%-2,30313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV64,066$2.21M0.01%new13F-HRTimeline
Financial Enhancement Group LLC35,425$1.23M0.19%-235,50013F-HRTimeline
Noble Wealth Management PBC14,689$506K0.35%013F-HRTimeline
Fiduciary Alliance LLC14,297$492K0.05%-49113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,704$334K<0.01%+15613F-HRTimelineGroup
LPL Financial LLC8,918$307K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC8,031$277K0.01%+55913F-HRTimeline
CWM, LLCin group CWM, LLC7,090$244K<0.01%+3,82713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,132$108K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC1,799$62K<0.01%+54913F-HRTimeline
IFP Advisors, Inc1,710$58.9K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA975$34K<0.01%-9,17513F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY151$5.22K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN86$2.96K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.