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SPYC SIMPLIFY EXCHANGE TRADED FUN

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US EQT PLS CNVEX (fund)

28 managers (28 13F filers) reported a position in SPYC shares at 2025-12-31, 1,923,085 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.

Managers
28
13F filers
28
New
2
Added
9
Reduced
9
Sold out
6
Shares held by filers
1,923,085

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC904,781$39.1M5.78%+50,06313F-HRTimeline
Integrated Wealth Concepts LLC323,898$13.8M0.16%+73,49013F-HRTimeline
ENTREWEALTH, LLC227,756$9.75M4.39%+9,13113F-HRTimeline
AE Wealth Management LLC129,251$5.52M0.03%+13,43213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.74,961$3.2M2.65%+5,02013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC70,352$3.01M<0.01%-1,70713F-HRTimeline
Lloyd Advisory Services, LLC.40,423$1.73M0.67%+2,46013F-HRTimeline
Financial Enhancement Group LLC33,849$1.44M0.19%+43813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,870$678K<0.01%-3,26213F-HRTimeline
CWM, LLCin group CWM, LLC14,935$638K<0.01%-1,16113F-HRTimelineGroup
Noble Wealth Management PBC14,619$625K0.31%-7013F-HRTimeline
Fiduciary Alliance LLC12,793$547K0.04%-50313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC12,310$526K0.17%-8,16113F-HRTimeline
LPL Financial LLC11,199$479K<0.01%-74,99313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC11,046$472K0.19%-1,47113F-HRTimeline
LifeWealth Investments, LLC5,698$244K0.08%-50413F-HRTimeline
Modern Wealth Management, LLC5,556$237K<0.01%013F-HRTimeline
Integrated Wealth Management4,818$206K0.23%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,132$134K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,553$109K<0.01%+87313F-HRTimeline
Kingdom Financial Group LLC.1,838$78.6K0.02%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.520$22.2K0.02%+1513F-HRTimeline
Networth Advisors, LLC490$21K0.02%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA200$9K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY151$6.47K<0.01%013F-HR/ATimelineGroup
Geneos Wealth Management Inc.42$1.81K<0.01%013F-HRTimeline
IFP Advisors, Inc35$1.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9$385<0.01%new13F-HRTimelineGroup