Who Owns SPYC?
Simplify US Equity PLUS Convexity ETF — Institutional Ownership & 13F Holdings
$43.21
+0.00 (+0.00%)
Market Cap
$96.0M
Shares Outstanding
2,088,773
Institutional Holders
18
Total Inst. Value
$47.0M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
3
Closed Positions
6
Increased
6
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Austin Wealth Management, LLC | $26.6M | 728,691 |
| 2 | Integrated Wealth Concepts LLC | $8.5M | 246,784 |
| 3 | ENTREWEALTH, LLC | $6.3M | 182,834 |
| 4 | MERCER GLOBAL ADVISORS INC /ADVNew | $2.2M | 64,066 |
| 5 | Financial Enhancement Group LLC | $1.2M | 35,425 |
| 6 | Noble Wealth Management PBC | $506K | 14,689 |
| 7 | Fiduciary Alliance LLC | $492K | 14,297 |
| 8 | CITADEL ADVISORS LLC | $334K | 9,704 |
| 9 | LPL Financial LLCNew | $307K | 8,918 |
| 10 | OLD MISSION CAPITAL LLC | $277K | 8,031 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Austin Wealth Management, LLC | +60K | $26.6M |
| ENTREWEALTH, LLC | +17K | $6.3M |
| MERCER GLOBAL ADVISORS INC /ADVNew | +64K | $2.2M |
| CITADEL ADVISORS LLC | +156 | $334K |
| LPL Financial LLCNew | +9K | $307K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Financial Enhancement Group LLC | -236K | $1.2M |
| Integrated Wealth Concepts LLC | -54K | $8.5M |
| ROYAL BANK OF CANADA | -9K | $34K |
| COMMONWEALTH EQUITY SERVICES, LLC | -2K | $3K |
| Fiduciary Alliance LLC | -491 | $492K |
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Frequently Asked Questions
How many institutional investors hold SPYC?
As of Q1 2025, 18 institutional investors report holding SPYC (Simplify US Equity PLUS Convexity ETF) in their 13F filings.
Which hedge fund owns the most SPYC?
The largest institutional holder of SPYC is Austin Wealth Management, LLC with $26.6M in shares.
Are institutions buying or selling SPYC?
This quarter, 3 institutions opened new positions in SPYC and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.