Simplify Exchange Traded Funds - SPYC

Sector: Funds · Industry: Investment Company
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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$82.64M
QoQ value delta ($000)
+$2.443M (+3.05%)
Implied price effect (QoQ)
+0.51%
Shares
Total shares
1,923,085
QoQ shares delta
+47,427 (+2.53%)
Total shares held by funds (by quarter)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Austin Wealth Management, LLC 39,112 904,781 5.78%
Integrated Wealth Concepts LLC 13,844 323,898 0.16%
ENTREWEALTH, LLC 9,749 227,756 4.39%
AE Wealth Management LLC 5,524 129,251 0.03%
EVOLUTION WEALTH MANAGEMENT INC. 3,204 74,961 2.65%
COMMONWEALTH EQUITY SERVICES, LLC 3,007 70,352 0.0%
Lloyd Advisory Services, LLC. 1,727 40,423 0.67%
Financial Enhancement Group LLC 1,442 33,849 0.19%
MERCER GLOBAL ADVISORS INC /ADV 678 15,870 0.0%
CWM, LLC 638 14,935 0.0%
Noble Wealth Management PBC 624 14,619 0.31%
Fiduciary Alliance LLC 546 12,793 0.04%
B.O.S.S. Retirement Advisors, LLC 526 12,310 0.17%
LPL Financial LLC 478 11,199 0.0%
HOWARD BAILEY SECURITIES, LLC 472 11,046 0.19%
LifeWealth Investments, LLC 243 5,698 0.08%
Modern Wealth Management, LLC 237 5,556 0.0%
Integrated Wealth Management 205 4,818 0.23%
BlackRock, Inc. 133 3,132 0.0%
Aptus Capital Advisors, LLC 109 2,553 0.0%
Kingdom Financial Group LLC. 78 1,838 0.02%
Quest 10 Wealth Builders, Inc. 22 520 0.02%
Networth Advisors, LLC 20 490 0.02%
ROYAL BANK OF CANADA 9 200 0.0%
MORGAN STANLEY 6 151 0.0%