Simplify Exchange Traded Funds - SPYC
Detailed investor-level table based on 13F positions.
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 | Reduced | 667,270 | 26,616 | 6.04% | 5.78% | 1 | -237,511 | -26.25% | Q1 2026 | Apr 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 293,039 | 11,566 | 0.09% | 0.16% | 2 | -30,859 | -9.53% | Q1 2026 | May 15, 2026 |
| ENTREWEALTH, LLC | History | Added to | 237,502 | 9,374 | 4.2% | 4.39% | 3 | +9,746 | 4.28% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 182,401 | 7,199 | 0.04% | 0.03% | 4 | +53,150 | 41.12% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 102,699 | 4,053 | 2.96% | 2.65% | 5 | +27,738 | 37.0% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 68,463 | 2,702 | 0.0% | 0.0% | 6 | -1,889 | -2.69% | Q1 2026 | Apr 27, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 33,791 | 1,457 | 0.18% | 0.19% | 7 | -58 | -0.17% | Q1 2026 | Apr 20, 2026 |
| Noble Wealth Management PBC | History | Reduced | 14,519 | 573 | 0.29% | 0.31% | 8 | -100 | -0.68% | Q1 2026 | Apr 02, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 12,700 | 540 | 0.03% | 0.04% | 9 | -93 | -0.73% | Q1 2026 | Apr 20, 2026 |
| Elevated Capital Advisors, LLC | History | New | 12,883 | 508 | 0.13% | — | 10 | +12,883 | New | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 11,328 | 447 | 0.0% | 0.0% | 11 | +129 | 1.15% | Q1 2026 | May 06, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 11,282 | 445 | 0.01% | — | 12 | +11,282 | New | Q1 2026 | May 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 11,269 | 444 | 0.14% | 0.17% | 13 | -1,041 | -8.46% | Q1 2026 | Apr 28, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 10,636 | 419 | 0.17% | 0.19% | 14 | -410 | -3.71% | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 10,541 | 416 | 0.0% | 0.0% | 15 | -5,329 | -33.58% | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | New | 6,540 | 258 | 0.0% | — | 16 | +6,540 | New | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 5,556 | 220 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 3,676 | 145 | 0.0% | 0.0% | 18 | -11,259 | -75.39% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | No change | 3,132 | 123 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,558 | 100 | 0.0% | 0.0% | 20 | +5 | 0.2% | Q1 2026 | May 11, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,630 | 64 | 0.02% | 0.67% | 21 | -38,793 | -95.97% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 1,630 | 64 | 0.02% | 0.02% | 22 | -208 | -11.32% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | New | 488 | 19 | 0.0% | — | 23 | +488 | New | Q1 2026 | May 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 505 | 19 | 0.02% | 0.02% | 24 | -15 | -2.88% | Q1 2026 | May 06, 2026 |
| Networth Advisors, LLC | History | Reduced | 453 | 17 | 0.01% | 0.01% | 25 | -37 | -7.55% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | Added to | 134 | 5 | 0.0% | — | 26 | +125 | 1388.89% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 17 | 1 | 0.0% | — | 27 | +17 | New | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | No change | 35 | 1 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 42 | 1 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,698 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Integrated Wealth Management | History | Closed out | 0 | 0 | — | 0.23% | — | -4,818 | -100.0% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1 | 0 | — | 0.0% | — | -150 | -99.34% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 15, 2026 |