Simplify Exchange Traded Funds - SPYC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Austin Wealth Management, LLC History No change 679,990 30,638 6.47% 6.47% 1 0 0.0% Q2 2026 Jul 22, 2026
Integrated Wealth Concepts LLC History No change 326,608 14,919 0.1% 0.1% 2 0 0.0% Q2 2026 Sep 08, 2026
ENTREWEALTH, LLC History No change 252,239 11,898 4.41% 4.41% 3 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 258,822 11,823 0.01% 0.01% 4 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 135,675 6,197 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 03, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 108,823 4,971 2.92% 2.92% 6 0 0.0% Q2 2026 Jul 21, 2026
Lloyd Advisory Services, LLC. History No change 34,274 1,565 0.61% 0.61% 7 0 0.0% Q2 2026 Aug 07, 2026
Financial Enhancement Group LLC History No change 32,796 1,498 0.18% 0.18% 8 0 0.0% Q2 2026 Jul 07, 2026
Manhattan West Asset Management, LLC History No change 14,371 656 0.11% 0.11% 9 0 0.0% Q2 2026 Aug 11, 2026
Noble Wealth Management PBC History No change 13,279 604 0.27% 0.27% 10 0 0.0% Q3 2026 Oct 01, 2026
Fiduciary Alliance LLC History No change 12,719 581 0.04% 0.04% 11 0 0.0% Q2 2026 Jul 20, 2026
LPL Financial LLC History No change 12,480 570 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 07, 2026
Elevated Capital Advisors, LLC History No change 12,022 549 0.15% 0.15% 13 0 0.0% Q2 2026 Aug 03, 2026
B.O.S.S. Retirement Advisors, LLC History No change 11,039 504 0.14% 0.14% 14 0 0.0% Q2 2026 Jul 20, 2026
HOWARD BAILEY SECURITIES, LLC History No change 10,461 477 0.18% 0.18% 15 0 0.0% Q2 2026 Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 7,600 347 0.0% 0.0% 16 0 0.0% Q2 2026 Sep 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 7,309 333 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 19, 2026
Modern Wealth Management, LLC History No change 5,556 253 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 5,527 252 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Management History No change 4,759 217 0.23% 0.23% 20 0 0.0% Q2 2026 Aug 10, 2026
Aptus Capital Advisors, LLC History No change 4,178 190 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 12, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 3,726 170 0.07% 0.07% 22 0 0.0% Q2 2026 Aug 07, 2026
BlackRock, Inc. History No change 3,132 143 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 07, 2026
IFG Advisory, LLC History No change 2,307 105 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
Kingdom Financial Group LLC. History No change 1,506 68 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 07, 2026
Montgomery Financial Services LLC History No change 1,304 59 0.05% 0.05% 26 0 0.0% Q2 2026 Aug 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 842 38 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 850 23 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 12, 2026
Networth Advisors, LLC History No change 444 20 0.01% 0.01% 29 0 0.0% Q2 2026 Jul 22, 2026
JPMORGAN CHASE & CO History No change 290 13 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 172 7 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
Quest 10 Wealth Builders, Inc. History No change 140 6 0.0% 0.0% 32 0 0.0% Q2 2026 Jul 24, 2026
Decker Retirement Planning Inc. History No change 105 4 0.0% 0.0% 33 0 0.0% Q2 2026 Jul 16, 2026
Geneos Wealth Management Inc. History No change 43 1 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 06, 2026
MORGAN STANLEY History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
OSAIC HOLDINGS, INC. History No change 17 0 — — — 0 0.0% Q2 2026 Aug 14, 2026