Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / US EQT PLS CNVEX
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Number of holders
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33
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Total 13F shares, excl. options
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1.67M
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Shares change
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+261K
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Total reported value, excl. options
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$68.5M
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Value change
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+$10.8M
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Number of buys
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22
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Number of sells
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-9
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Price
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$41.32
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) as of Q2 2025
34 filings reported holding SPYC - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX as of Q2 2025.
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.67M shares
.
Largest 10 shareholders include Austin Wealth Management, LLC (824K shares), Integrated Wealth Concepts LLC (230K shares), ENTREWEALTH, LLC (198K shares), AE Wealth Management LLC (117K shares), COMMONWEALTH EQUITY SERVICES, LLC (86.3K shares), Lloyd Advisory Services, LLC. (39K shares), Financial Enhancement Group LLC (33.8K shares), B.O.S.S. Retirement Advisors, LLC (22.5K shares), MERCER GLOBAL ADVISORS INC /ADV (21.8K shares), and CITADEL ADVISORS LLC (15.6K shares).
This table shows the top 33 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.