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SPYC SIMPLIFY EXCHANGE TRADED FUN

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US EQT PLS CNVEX (fund)

34 managers (34 13F filers) reported a position in SPYC shares at 2025-06-30, 1,672,648 shares in all. 15 filers opened a position and 1 filer sold out during the quarter.

Managers
34
13F filers
34
New
15
Added
6
Reduced
8
Sold out
1
Shares held by filers
1,672,648

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC824,404$33.5M5.97%+95,71313F-HRTimeline
Integrated Wealth Concepts LLC229,841$9.5M0.1%-16,94313F-HRTimeline
ENTREWEALTH, LLC198,466$8.2M5.67%+15,63213F-HRTimeline
AE Wealth Management LLC116,592$4.82M0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC86,344$3.57M<0.01%-2,88413F-HRTimeline
Lloyd Advisory Services, LLC.38,978$1.61M0.78%new13F-HRTimeline
Financial Enhancement Group LLC33,765$1.39M0.2%-1,66013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC22,486$929K0.23%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV21,818$902K<0.01%-42,24813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,560$643K<0.01%+5,85613F-HRTimelineGroup
Fiduciary Alliance LLC13,768$569K0.04%-52913F-HRTimeline
HOWARD BAILEY SECURITIES, LLC12,304$508K0.16%new13F-HR/ATimeline
LPL Financial LLC12,273$507K<0.01%+3,35513F-HRTimeline
CWM, LLCin group CWM, LLC7,344$303K<0.01%+25413F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.6,782$280K0.35%13F-HRTimeline
LifeWealth Investments, LLC6,042$250K0.09%new13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,852$242K<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.5,572$230K<0.01%new13F-HRTimeline
Modern Wealth Management, LLC5,556$230K0.01%new13F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.3,132$129K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC1,718$71K<0.01%-8113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,157$47.8K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA775$32K<0.01%-20013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN668$27.6K<0.01%+58213F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.492$20.3K0.02%new13F-HRTimeline
Transce3nd, LLC443$18.3K0.01%new13F-HRTimeline
Park Square Financial Group, LLC207$8.55K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY151$6.27K<0.01%013F-HRTimelineGroup
Decker Retirement Planning Inc.74$3.06K<0.01%new13F-HRTimeline
IFP Advisors, Inc35$1.45K<0.01%-1,67513F-HRTimeline
Richard W. Paul & Associates, LLC22$911<0.01%new13F-HRTimeline
Global Retirement Partners, LLC20$828<0.01%13F-HRTimeline
Pineridge Advisors LLC7$290<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.