SPYC Institutional Ownership
Simplify US Equity PLUS Convexity ETF
1W: -0.8%
1M: -0.9%
3M: +0.1%
YTD: +7.5%
1Y: +6.8%
3Y: +69.6%
5Y: +51.4%
$45.97
+0.41 (+0.91%)
Weekly Expected Move ±2.3%
$44
$45
$46
$47
$48
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPYC
41
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
90M
Total Invested
11
New Positions
11
Increased
16
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (44 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Austin Wealth Management, LLC | 679,990 | $31M | +12,720 | +1.9% | 12Q | SEC ↗ |
| 2 | Integrated Wealth Concepts LLC | 326,608 | $15M | +33,569 | +11.5% | 15Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 258,822 | $12M | +190,359 | +278.0% | 13Q | SEC ↗ |
| 4 | ENTREWEALTH, LLC | 252,239 | $12M | +14,737 | +6.2% | 7Q | SEC ↗ |
| 5 | AE Wealth Management LLC | 135,675 | $6M | -46,726 | -25.6% | 5Q | SEC ↗ |
| 6 | EVOLUTION WEALTH MANAGEMENT INC. | 108,823 | $5M | +6,124 | +6.0% | 5Q | SEC ↗ |
| 7 | Lloyd Advisory Services, LLC. | 34,274 | $2M | +32,644 | +2002.7% | 5Q | SEC ↗ |
| 8 | Financial Enhancement Group LLC | 32,796 | $2M | -995 | -2.9% | 23Q | SEC ↗ |
| 9 | Manhattan West Asset Management, LLC NEW | 14,371 | $661K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Noble Wealth Management PBC | 13,279 | $610K | -1,240 | -8.5% | 4Q | SEC ↗ |
| 11 | Fiduciary Alliance LLC | 12,719 | $585K | +19 | +0.1% | 7Q | SEC ↗ |
| 12 | LPL Financial LLC | 12,480 | $574K | +1,152 | +10.2% | 6Q | SEC ↗ |
| 13 | Elevated Capital Advisors, LLC | 12,022 | $553K | -861 | -6.7% | 2Q | SEC ↗ |
| 14 | B.O.S.S. Retirement Advisors, LLC | 11,039 | $507K | -230 | -2.0% | 5Q | SEC ↗ |
| 15 | HOWARD BAILEY SECURITIES, LLC | 10,461 | $481K | -175 | -1.6% | 5Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC NEW | 7,600 | $349K | — | +0.0% | 1Q | SEC ↗ |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | 7,309 | $336K | -3,232 | -30.7% | 6Q | SEC ↗ |
| 18 | Modern Wealth Management, LLC | 5,556 | $255K | — | +0.0% | 5Q | SEC ↗ |
| 19 | Creative Planning NEW | 5,527 | $254K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Integrated Wealth Management NEW | 4,759 | $219K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Aptus Capital Advisors, LLC | 4,178 | $192K | +1,620 | +63.3% | 10Q | SEC ↗ |
| 22 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 3,726 | $171K | — | +0.0% | 1Q | SEC ↗ |
| 23 | CWM, LLC | 3,676 | $169K | -11,259 | -75.4% | 13Q | SEC ↗ |
| 24 | BlackRock, Inc. | 3,132 | $144K | — | +0.0% | 7Q | SEC ↗ |
| 25 | IFG Advisory, LLC NEW | 2,307 | $106K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Kingdom Financial Group LLC. | 1,506 | $69K | -124 | -7.6% | 3Q | SEC ↗ |
| 27 | Montgomery Financial Services LLC NEW | 1,304 | $60K | — | +0.0% | 1Q | SEC ↗ |
| 28 | BANK OF MONTREAL /CAN NEW | 850 | $39K | — | +0.0% | 1Q | SEC ↗ |
| 29 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC NEW | 842 | $39K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Networth Advisors, LLC | 444 | $20K | -9 | -2.0% | 3Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO NEW | 290 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 32 | UBS Group AG | 172 | $8K | -316 | -64.8% | 2Q | SEC ↗ |
| 33 | Quest 10 Wealth Builders, Inc. | 140 | $6K | -365 | -72.3% | 5Q | SEC ↗ |
| 34 | Decker Retirement Planning Inc. NEW | 105 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Geneos Wealth Management Inc. | 43 | $2K | +1 | +2.4% | 4Q | SEC ↗ |
| 36 | OSAIC HOLDINGS, INC. | 17 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 37 | ASSETMARK, INC | 9 | $0K | -125 | -93.3% | 3Q | SEC ↗ |
| 38 | MORGAN STANLEY | 2 | $0K | +1 | +100.0% | 22Q | SEC ↗ |
| 39 | OLD MISSION CAPITAL LLC | 0 | $0K | -11,282 | -100.0% | 1Q | SEC ↗ |
| 40 | ROYAL BANK OF CANADA | 0 | $0K | -200 | -100.0% | 7Q | SEC ↗ |
| 41 | IFP Advisors, Inc | 0 | $0K | -35 | -100.0% | 22Q | SEC ↗ |
| 42 | HANTZ FINANCIAL SERVICES, INC. | 0 | $0K | -17 | -100.0% | 1Q | SEC ↗ |
| 43 | Capital Group Private Client Services, | 0 | $0K | -6,540 | -100.0% | 1Q | SEC ↗ |
| 44 | LifeWealth Investments, LLC | 0 | $0K | -5,698 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Manhattan West Asset Management, LL | 14,371 | $661K |
| ENVESTNET ASSET MANAGEMENT INC | 7,600 | $349K |
| Creative Planning | 5,527 | $254K |
| Integrated Wealth Management | 4,759 | $219K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 3,726 | $171K |
| IFG Advisory, LLC | 2,307 | $106K |
| Montgomery Financial Services LLC | 1,304 | $60K |
| BANK OF MONTREAL /CAN | 850 | $39K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 842 | $39K |
| JPMORGAN CHASE & CO | 290 | $13K |
| Decker Retirement Planning Inc. | 105 | $5K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 11,282 | $519K |
| Capital Group Private Client Servic | 6,540 | $301K |
| LifeWealth Investments, LLC | 5,698 | $262K |
| ROYAL BANK OF CANADA | 200 | $9K |
| IFP Advisors, Inc | 35 | $2K |
| HANTZ FINANCIAL SERVICES, INC. | 17 | $1K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | +190,359 | +278.0% | 258,822 |
| Integrated Wealth Concepts LLC | +33,569 | +11.5% | 326,608 |
| Lloyd Advisory Services, LLC. | +32,644 | +2002.7% | 34,274 |
| ENTREWEALTH, LLC | +14,737 | +6.2% | 252,239 |
| Austin Wealth Management, LLC | +12,720 | +1.9% | 679,990 |
| EVOLUTION WEALTH MANAGEMENT INC. | +6,124 | +6.0% | 108,823 |
| Aptus Capital Advisors, LLC | +1,620 | +63.3% | 4,178 |
| LPL Financial LLC | +1,152 | +10.2% | 12,480 |
| Fiduciary Alliance LLC | +19 | +0.1% | 12,719 |
| MORGAN STANLEY | +1 | +100.0% | 2 |
| Geneos Wealth Management Inc. | +1 | +2.4% | 43 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -46,726 | -25.6% | 135,675 |
| CWM, LLC | -11,259 | -75.4% | 3,676 |
| MERCER GLOBAL ADVISORS INC /ADV | -3,232 | -30.7% | 7,309 |
| Noble Wealth Management PBC | -1,240 | -8.5% | 13,279 |
| Financial Enhancement Group LLC | -995 | -2.9% | 32,796 |
| Elevated Capital Advisors, LLC | -861 | -6.7% | 12,022 |
| Quest 10 Wealth Builders, Inc. | -365 | -72.3% | 140 |
| UBS Group AG | -316 | -64.8% | 172 |
| B.O.S.S. Retirement Advisors, LLC | -230 | -2.0% | 11,039 |
| HOWARD BAILEY SECURITIES, LLC | -175 | -1.6% | 10,461 |
| ASSETMARK, INC | -125 | -93.3% | 9 |
| Kingdom Financial Group LLC. | -124 | -7.6% | 1,506 |
| Networth Advisors, LLC | -9 | -2.0% | 444 |