Who owns Simplify US Equity PLUS Convexity ETF?
Institutional ownership of SPYC from SEC Form 13F filings across 29 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.
29
13F holders
$43.8M
value, 2026 filers
38.8%
of shares outstanding (959,139 sh)
10
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 | Integrated Wealth Concepts LLC | 326,617 | $14.9M | 0.1% | 13.2% | +11.5% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 258,822 | $11.8M | 0.0% | 10.5% | +278.0% |
| 3 | AE Wealth Management LLC | 135,675 | $6.2M | 0.0% | 5.5% | -25.6% |
| 4 | EVOLUTION WEALTH MANAGEMENT INC. | 108,823 | $5.0M | 2.9% | 4.4% | +6.0% |
| 5 | Lloyd Advisory Services, LLC. | 34,274 | $1.6M | 0.6% | 1.4% | +2002.7% |
| 6 | Manhattan West Asset Management, LLCNEW | 14,371 | $656,510 | 0.1% | 0.6% | new |
| 7 | LPL Financial LLC | 12,480 | $570,095 | 0.0% | 0.5% | +10.2% |
| 8 | Elevated Capital Advisors, LLC | 12,022 | $549,180 | 0.2% | 0.5% | -6.7% |
| 9 | B.O.S.S. Retirement Advisors, LLC | 11,039 | $504,287 | 0.1% | 0.4% | -2.0% |
| 10 | ENVESTNET ASSET MANAGEMENT INCNEW | 7,600 | $347,173 | 0.0% | 0.3% | new |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | 7,309 | $333,872 | 0.0% | 0.3% | -30.7% |
| 12 | Modern Wealth Management, LLC | 5,556 | $253,802 | 0.0% | 0.2% | 0.0% |
| 13 | Creative PlanningNEW | 5,527 | $252,477 | 0.0% | 0.2% | new |
| 14 | Aptus Capital Advisors, LLC | 4,178 | $190,854 | 0.0% | 0.2% | +63.3% |
| 15 | TOUNJIAN ADVISORY PARTNERS, LLCNEW | 3,726 | $170,209 | 0.1% | 0.2% | new |
| 16 | BlackRock, Inc. | 3,132 | $143,072 | 0.0% | 0.1% | 0.0% |
| 17 | IFG Advisory, LLCNEW | 2,307 | $105,387 | 0.0% | 0.1% | new |
| 18 | Kingdom Financial Group LLC. | 1,506 | $68,795 | 0.0% | 0.1% | -7.6% |
| 19 | Montgomery Financial Services LLCNEW | 1,304 | $59,568 | 0.1% | 0.1% | new |
| 20 | BANK OF MONTREAL /CAN/NEW | 850 | $23,797 | 0.0% | 0% | new |
| 21 | O'SHAUGHNESSY ASSET MANAGEMENT, LLCNEW | 842 | $38,463 | 0.0% | 0% | new |
| 22 | Networth Advisors, LLC | 444 | $20,288 | 0.0% | 0% | -2.0% |
| 23 | JPMORGAN CHASE & CONEW | 290 | $13,101 | 0.0% | 0% | new |
| 24 | UBS Group AG | 172 | $7,857 | 0.0% | 0% | -64.8% |
| 25 | Quest 10 Wealth Builders, Inc. | 140 | $6,395 | 0.0% | 0% | -72.3% |
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.