Who owns Simplify US Equity PLUS Convexity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SPYC from SEC Form 13F filings across 37 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 37 institutions disclosed 2.0M shares of Simplify US Equity PLUS Convexity ETF worth $89.7M — about 79.5% of shares outstanding; the largest disclosed holder is Austin Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
37
13F holders
$89.7M
value, 2026 filers
79.5%
of shares outstanding (2.0M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SPYC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Austin Wealth Management, LLC | 679,990 | $30.6M | 6.5% | 27.5% | +1.9% |
| 2 | Integrated Wealth Concepts LLC | 326,608 | $14.9M | 0.1% | 13.2% | +11.5% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 258,822 | $11.8M | 0.0% | 10.5% | +278.0% |
| 4 | ENTREWEALTH, LLC | 252,239 | $11.9M | 4.4% | 10.2% | +6.2% |
| 5 | AE Wealth Management LLC | 135,675 | $6.2M | 0.0% | 5.5% | -25.6% |
| 6 | EVOLUTION WEALTH MANAGEMENT INC. | 108,823 | $5.0M | 2.9% | 4.4% | +6.0% |
| 7 | Lloyd Advisory Services, LLC. | 34,274 | $1.6M | 0.6% | 1.4% | +2002.7% |
| 8 | Financial Enhancement Group LLC | 32,796 | $1.5M | 0.2% | 1.3% | -2.9% |
| 9 | Manhattan West Asset Management, LLCNEW | 14,371 | $656,510 | 0.1% | 0.6% | new |
| 10 | Noble Wealth Management PBC | 13,279 | $606,594 | 0.3% | 0.5% | -8.5% |
| 11 | Fiduciary Alliance LLC | 12,719 | $581,009 | 0.0% | 0.5% | +0.1% |
| 12 | LPL Financial LLC | 12,480 | $570,095 | 0.0% | 0.5% | +10.2% |
| 13 | Elevated Capital Advisors, LLC | 12,022 | $549,180 | 0.2% | 0.5% | -6.7% |
| 14 | B.O.S.S. Retirement Advisors, LLC | 11,039 | $504,287 | 0.1% | 0.4% | -2.0% |
| 15 | HOWARD BAILEY SECURITIES, LLC | 10,461 | $477,854 | 0.2% | 0.4% | -1.6% |
| 16 | ENVESTNET ASSET MANAGEMENT INCNEW | 7,600 | $347,173 | 0.0% | 0.3% | new |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | 7,309 | $333,872 | 0.0% | 0.3% | -30.7% |
| 18 | Modern Wealth Management, LLC | 5,556 | $253,802 | 0.0% | 0.2% | 0.0% |
| 19 | Creative PlanningNEW | 5,527 | $252,477 | 0.0% | 0.2% | new |
| 20 | Integrated Wealth ManagementNEW | 4,759 | $217,405 | 0.2% | 0.2% | new |
| 21 | Aptus Capital Advisors, LLC | 4,178 | $190,854 | 0.0% | 0.2% | +63.3% |
| 22 | TOUNJIAN ADVISORY PARTNERS, LLCNEW | 3,726 | $170,209 | 0.1% | 0.2% | new |
| 23 | BlackRock, Inc. | 3,132 | $143,072 | 0.0% | 0.1% | 0.0% |
| 24 | IFG Advisory, LLCNEW | 2,307 | $105,387 | 0.0% | 0.1% | new |
| 25 | Kingdom Financial Group LLC. | 1,506 | $68,795 | 0.0% | 0.1% | -7.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.