Security key
82889N103
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC)
CUSIP: 82889N103
Q1 2025 13F Holders as of 31 Mar 2025
- Type / Class
- Equity / US EQT PLS CNVEX
- Total 13F shares
- 1,417,609
- Share change
- -185,146
- Total reported value
- $50,357,637
- Price per share
- $34.45
- Number of holders
- 18
- Value change
- -$6,441,187
- Number of buys
- 9
- Number of sells
- 11
Report period
Q1 2025
Institutions
18
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 82889N103
Recent filing periods:
Top shareholders of SPYC - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) as of Q1 2025
As of 31 Mar 2025,
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,417,609 shares.
The largest 10 holders included
Austin Wealth Management, LLC, Integrated Wealth Concepts LLC, ENTREWEALTH, LLC, COMMONWEALTH EQUITY SERVICES, LLC, MERCER GLOBAL ADVISORS INC /ADV, Financial Enhancement Group LLC, Noble Wealth Management PBC, Fiduciary Alliance LLC, CITADEL ADVISORS LLC, and LPL Financial LLC.
This page lists
18
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
20
Q1 2025 holders
18
Holder diff
-2
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.