Simplify Exchange Traded Funds - SPYC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 904,781 | 39,112 | 5.78% | 5.72% | 1 | +50,063 | 5.86% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 323,898 | 13,844 | 0.16% | 0.1% | 2 | +73,490 | 29.35% | Q4 2025 | Feb 13, 2026 |
| ENTREWEALTH, LLC | History | Added to | 227,756 | 9,749 | 4.39% | 4.82% | 3 | +9,131 | 4.18% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 129,251 | 5,524 | 0.03% | 0.03% | 4 | +13,432 | 11.6% | Q4 2025 | Jan 26, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 74,961 | 3,204 | 2.65% | 3.08% | 5 | +5,020 | 7.18% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 70,352 | 3,007 | 0.0% | 0.0% | 6 | -1,707 | -2.37% | Q4 2025 | Feb 12, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 40,423 | 1,727 | 0.67% | 0.77% | 7 | +2,460 | 6.48% | Q4 2025 | Feb 06, 2026 |
| Financial Enhancement Group LLC | History | Added to | 33,849 | 1,442 | 0.19% | 0.19% | 8 | +438 | 1.31% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 15,870 | 678 | 0.0% | 0.0% | 9 | -3,262 | -17.05% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Reduced | 14,935 | 638 | 0.0% | 0.0% | 10 | -1,161 | -7.21% | Q4 2025 | Jan 26, 2026 |
| Noble Wealth Management PBC | History | Reduced | 14,619 | 624 | 0.31% | 0.33% | 11 | -70 | -0.48% | Q4 2025 | Jan 05, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 12,793 | 546 | 0.04% | 0.04% | 12 | -503 | -3.78% | Q4 2025 | Jan 22, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 12,310 | 526 | 0.17% | 0.21% | 13 | -8,161 | -39.87% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | Reduced | 11,199 | 478 | 0.0% | 0.0% | 14 | -74,993 | -87.01% | Q4 2025 | Feb 11, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 11,046 | 472 | 0.19% | 0.15% | 15 | -1,471 | -11.75% | Q4 2025 | Feb 11, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 5,698 | 243 | 0.08% | 0.09% | 16 | -472 | -7.65% | Q4 2025 | Jan 26, 2026 |
| Modern Wealth Management, LLC | History | No change | 5,556 | 237 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Management | History | New | 4,818 | 205 | 0.23% | — | 18 | +4,818 | New | Q4 2025 | Mar 03, 2026 |
| BlackRock, Inc. | History | No change | 3,132 | 133 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,553 | 109 | 0.0% | 0.0% | 20 | +873 | 51.96% | Q4 2025 | Feb 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 1,838 | 78 | 0.02% | — | 21 | +1,838 | New | Q4 2025 | Feb 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 520 | 22 | 0.02% | 0.02% | 22 | +15 | 2.97% | Q4 2025 | Jan 29, 2026 |
| Networth Advisors, LLC | History | New | 490 | 20 | 0.01% | — | 23 | +490 | New | Q4 2025 | Jan 22, 2026 |
| ROYAL BANK OF CANADA | History | New | 200 | 9 | 0.0% | — | 24 | +200 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 151 | 6 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 35 | 1 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 42 | 1 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,668 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,803 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -4,935 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -548 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Richard W. Paul & Associates, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ASSETMARK, INC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 23, 2026 |