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SPYC SIMPLIFY EXCHANGE TRADED FUN

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US EQT PLS CNVEX (fund)

31 managers (31 13F filers) reported a position in SPYC shares at 2026-03-31, 1,706,737 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
31
13F filers
31
New
6
Added
6
Reduced
15
Sold out
3
Shares held by filers
1,706,737

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC667,270$26.6M6.04%-237,51113F-HRTimeline
Integrated Wealth Concepts LLC293,039$11.6M0.09%-30,85913F-HRTimeline
ENTREWEALTH, LLC237,502$9.37M4.2%+9,74613F-HRTimeline
AE Wealth Management LLC182,401$7.2M0.04%+53,15013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.102,699$4.05M2.96%+27,73813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC68,463$2.7M<0.01%-1,88913F-HRTimeline
Financial Enhancement Group LLC33,791$1.46M0.18%-5813F-HRTimeline
Noble Wealth Management PBC14,519$573K0.29%-10013F-HRTimeline
Fiduciary Alliance LLC12,700$540K0.03%-9313F-HRTimeline
Elevated Capital Advisors, LLC12,883$509K0.13%new13F-HRTimeline
LPL Financial LLC11,328$447K<0.01%+12913F-HRTimeline
OLD MISSION CAPITAL LLC11,282$445K0.01%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC11,269$445K0.14%-1,04113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC10,636$420K0.17%-41013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,541$416K<0.01%-5,32913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,540$258K<0.01%new13F-HRTimelineGroup
Modern Wealth Management, LLC5,556$221K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC3,676$145K<0.01%-11,25913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,132$124K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,558$101K<0.01%+513F-HRTimeline
Lloyd Advisory Services, LLC.1,630$64.3K0.02%-38,79313F-HRTimeline
Kingdom Financial Group LLC.1,630$64.3K0.02%-20813F-HRTimeline
Quest 10 Wealth Builders, Inc.505$19.9K0.02%-1513F-HRTimeline
UBS Group AGin group UBS Group AG488$19.3K<0.01%new13F-HRTimelineGroup
Networth Advisors, LLC453$17.9K0.01%-3713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC134$5.29K<0.01%+12513F-HRTimelineGroup
Geneos Wealth Management Inc.42$1.67K<0.01%013F-HRTimeline
IFP Advisors, Inc35$1.38K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.17$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17$670<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$47<0.01%-15013F-HRTimelineGroup