Who Owns Simplify US Equity PLUS Convexity ETF (SPYC)?Hedge Fund & Institutional Holders
Institutional Holders
35
as of Q4 2025
Total Institutional Value
$3.9112000974900036e+95T
% of Float Held
—
QoQ Change in Holders
+14 / -5
Price History
SPYC — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Austin Wealth Management, LLC | New Position | +905K | +$39.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +70K | +$3.0B |
| Lloyd Advisory Services, LLC. | New Position | +40K | +$1.7B |
| B.O.S.S. Retirement Advisors, LLC | New Position | +12K | +$526.0M |
| HOWARD BAILEY SECURITIES, LLC | New Position | +11K | +$472.0M |
| ENTREWEALTH, LLC | Increased | +9K | +$379.4M |
| LifeWealth Investments, LLC | New Position | +6K | +$243.0M |
| Kingdom Financial Group LLC. | New Position | +2K | +$78.0M |
| Quest 10 Wealth Builders, Inc. | New Position | +520 | +$22.0M |
| EVOLUTION WEALTH MANAGEMENT INC. | New Position | +75K | +$3.2M |
| Noble Wealth Management PBC | New Position | +29K | +$1.3M |
| Geneos Wealth Management Inc. | New Position | +42 | +$1.0M |
| CWM, LLC | New Position | +15K | +$638K |
| Networth Advisors, LLC | New Position | +490 | +$20K |
| AE Wealth Management LLC | New Position | +129K | +$4K |
SPYC — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -75K | -$3.7B |
| MERCER GLOBAL ADVISORS INC /ADV | Decreased | -3K | -$819.9M |
| CITADEL ADVISORS LLC | Closed Position | -11K | -$457.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -7K | -$291.6M |
| Cetera Investment Advisers | Closed Position | -5K | -$211.5M |
| UBS Group AG | Closed Position | -548 | -$23.5M |
| Richard W. Paul & Associates, LLC | Closed Position | -22 | -$947K |
| Fiduciary Alliance LLC | Decreased | -503 | -$569K |
Top Institutional Holders(Q4 2025)
SPYC Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 27 | $55.2B | +10 |
| Q3 2025 | 17 | $25.9B | -13 |
| Q2 2025 | 30 | $65.2B | +12 |
| Q1 2025 | 18 | $48.4B | -3 |
| Q4 2024 | 21 | $664.0B | +8 |
| Q3 2024 | 13 | $305.2B | +0 |
| Q2 2024 | 13 | $34.4B | -1 |
| Q1 2024 | 14 | $399.6T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 35 institutional investors hold SPYC (Simplify US Equity PLUS Convexity ETF). The largest holder is Austin Wealth Management, LLC with $39.1B in shares. This quarter, 14 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own SPYC?
As of Q4 2025, 35 institutional investors report holding SPYC (Simplify US Equity PLUS Convexity ETF) in their 13F filings.
Who is the largest institutional holder of SPYC?
The largest institutional holder of SPYC is Austin Wealth Management, LLC with $39.1B in shares.
Is institutional ownership of SPYC increasing or decreasing?
This quarter, 14 institutions opened new positions in SPYC and 5 closed their positions.