SIMPLIFY EXCHANGE TRADED FUN (SPYC)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
37
Reporting holders
$90.1M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Austin Wealth Management, LLC | $30.6M | 679,990 | 6.47% | 12q | +1.9%+$573.1K |
| Integrated Wealth Concepts LLC | $14.9M | 326,617 | 0.07% | 15q | +11.5%+$1.5M |
| ENTREWEALTH, LLC | $11.9M | 252,239 | 4.41% | 7q | +6.2%+$695.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $11.8M | 258,822 | 0.01% | 13q | +278.0%+$8.7M |
| AE Wealth Management LLC | $6.2M | 135,675 | 0.03% | 5q | -25.6%-$2.1M |
| EVOLUTION WEALTH MANAGEMENT INC. | $5.0M | 108,823 | 2.92% | 5q | +6.0%+$279.7K |
| Lloyd Advisory Services, LLC. | $1.6M | 34,274 | 0.61% | 5q | +2002.7%+$1.5M |
| Financial Enhancement Group LLC | $1.5M | 32,796 | 0.18% | 23q | -2.9%-$45.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $667.7K | 14,618 | 0.00% | 6q | +38.7%+$186.2K |
| Manhattan West Asset Management, LLC | $656.5K | 14,371 | 0.11% | new | NEW |
| Noble Wealth Management PBC | $606.6K | 13,279 | 0.27% | 6q | -8.5%-$56.6K |
| Fiduciary Alliance LLC | $581.0K | 12,719 | 0.04% | 7q | HELD |
| LPL Financial LLC | $570.1K | 12,480 | 0.00% | 6q | +10.2%+$52.6K |
| Elevated Capital Advisors, LLC | $549.2K | 12,022 | 0.15% | 2q | -6.7%-$39.3K |
| B.O.S.S. Retirement Advisors, LLC | $504.3K | 11,039 | 0.14% | 5q | -2.0%-$10.5K |
| HOWARD BAILEY SECURITIES, LLC | $477.9K | 10,461 | 0.18% | 5q | -1.6%-$8.0K |
| ENVESTNET ASSET MANAGEMENT INC | $347.2K | 7,600 | 0.00% | new | NEW |
| Modern Wealth Management, LLC | $253.8K | 5,556 | 0.00% | 5q | HELD |
| Creative Planning | $252.5K | 5,527 | 0.00% | new | NEW |
| Integrated Wealth Management | $217.4K | 4,759 | 0.23% | new | NEW |
| Aptus Capital Advisors, LLC | $190.9K | 4,178 | 0.00% | 10q | +63.3%+$74.0K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $170.2K | 3,726 | 0.07% | new | NEW |
| BlackRock, Inc. | $143.1K | 3,132 | 0.00% | 7q | HELD |
| IFG Advisory, LLC | $105.4K | 2,307 | 0.00% | new | NEW |
| Kingdom Financial Group LLC. | $68.8K | 1,506 | 0.02% | 3q | -7.6%-$5.7K |
| Montgomery Financial Services LLC | $59.6K | 1,304 | 0.05% | new | FIRST |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $38.5K | 842 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $23.8K | 850 | 0.00% | new | NEW |
| Networth Advisors, LLC | $20.3K | 444 | 0.01% | 3q | -2.0% |
| JPMORGAN CHASE & CO | $13.1K | 290 | 0.00% | new | NEW |
| UBS Group AG | $7.9K | 172 | 0.00% | 2q | -64.8%-$14.4K |
| Quest 10 Wealth Builders, Inc. | $6.4K | 140 | 0.00% | 5q | -72.3%-$16.7K |
| Decker Retirement Planning Inc. | $4.8K | 105 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $1.9K | 43 | 0.00% | 4q | +2.4% |
| OSAIC HOLDINGS, INC. | $776 | 17 | 0.00% | 2q | HELD |
| ASSETMARK, INC | $411 | 9 | 0.00% | 3q | -93.3%-$5.7K |
| MORGAN STANLEY | $96 | 2 | 0.00% | 22q | +100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 37 | $90.1M | 1,972,734 | 10 | 11 | 11 | 0.0% |
| Q1 2026 | 30 | $67.8M | 1,706,720 | 5 | 5 | 14 | 0.0% |
| Q4 2025 | 27 | $82.0M | 1,908,150 | 2 | 9 | 7 | 0.0% |
| Q3 2025 | 29 | $76.7M | 1,793,912 | 3 | 9 | 9 | 0.0% |
| Q2 2025 | 31 | $65.0M | 1,585,479 | 16 | 6 | 6 | 0.0% |
| Q1 2025 | 16 | $47.0M | 1,321,292 | 3 | 5 | 4 | 0.0% |
| Q4 2024 | 18 | $57.1M | 1,507,961 | 5 | 6 | 4 | 0.0% |
| Q3 2024 | 13 | $52.1M | 1,549,321 | 3 | 3 | 4 | 0.0% |
| Q2 2024 | 12 | $45.9M | 1,248,252 | 2 | 4 | 3 | 0.0% |
| Q1 2024 | 14 | $40.0M | 1,154,450 | 4 | 5 | 5 | 0.0% |
| Q4 2023 | 11 | $37.0M | 1,165,289 | 2 | 5 | 3 | 0.0% |
| Q3 2023 | 12 | $35.8M | 1,247,710 | 1 | 5 | 4 | 0.0% |
| Q2 2023 | 16 | $22.0M | 718,291 | 6 | 3 | 6 | 0.0% |
| Q1 2023 | 11 | $19.6M | 731,873 | 0 | 1 | 8 | 0.0% |
| Q4 2022 | 13 | $22.2M | 831,589 | 2 | 3 | 5 | 0.0% |
| Q3 2022 | 16 | $22.1M | 848,219 | 2 | 4 | 8 | 0.0% |
| Q2 2022 | 17 | $39.7M | 1,501,427 | 3 | 6 | 7 | 0.0% |
| Q1 2022 | 19 | $64.9M | 2,047,766 | 4 | 8 | 3 | 0.0% |
| Q4 2021 | 24 | $177.5M | 5,881,466 | 7 | 9 | 3 | 0.0% |
| Q3 2021 | 21 | $52.8M | 1,722,467 | 2 | 7 | 6 | 0.0% |
| Q2 2021 | 21 | $59.6M | 1,944,824 | 4 | 5 | 4 | 0.0% |
| Q1 2021 | 17 | $88.0M | 3,095,398 | 9 | 3 | 2 | 0.0% |
| Q4 2020 | 10 | $58.3M | 2,158,485 | 8 | 1 | 0 | 0.0% |
| Q3 2020 | 1 | $30.0K | 1,215 | 1 | 0 | 0 | 0.0% |