SPYC institutional holders

SIMPLIFY EXCHANGE TRADED FUN · 13F, 2026Q2

Managers holding37
Shares held1,965,425
Reported value$89.7m
Quarter flows11 new, 11 added, 12 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Austin Wealth Management, LLC679,990$30.6m6.5%
Integrated Wealth Concepts LLC326,617$14.9m0.1%
ENTREWEALTH, LLC252,239$11.9m4.4%
COMMONWEALTH EQUITY SERVICES, LLC258,822$11.8m0.0%
AE Wealth Management LLC135,675$6.2m0.0%
EVOLUTION WEALTH MANAGEMENT INC.108,823$5.0m2.9%
Lloyd Advisory Services, LLC.34,274$1.6m0.6%
Financial Enhancement Group LLC32,796$1.5m0.2%
Manhattan West Asset Management, LLC14,371$656,5100.1%
Noble Wealth Management PBC13,279$606,5940.3%
Fiduciary Alliance LLC12,719$581,0090.0%
LPL Financial LLC12,480$570,0950.0%
Elevated Capital Advisors, LLC12,022$549,1800.2%
B.O.S.S. Retirement Advisors, LLC11,039$504,2870.1%
HOWARD BAILEY SECURITIES, LLC10,461$477,8540.2%
ENVESTNET ASSET MANAGEMENT INC7,600$347,1730.0%
MERCER GLOBAL ADVISORS INC /ADV7,309$333,8720.0%
Modern Wealth Management, LLC5,556$253,8020.0%
Creative Planning5,527$252,4770.0%
Integrated Wealth Management4,759$217,4050.2%
Aptus Capital Advisors, LLC4,178$190,8540.0%
TOUNJIAN ADVISORY PARTNERS, LLC3,726$170,2090.1%
BlackRock, Inc.3,132$143,0720.0%
IFG Advisory, LLC2,307$105,3870.0%
Kingdom Financial Group LLC.1,506$68,7950.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SPYC"). SPYC price history · All 13F data

Get a free API keySee history bundlesDownload free samples