SPYC

Simplify US Eqty Plus Convex

-$14.8M

Net Activity

Institutions Holding

31

Popularity Rank

#7178

Avg Weight

0.46%

Total Value

$67.8M

Ownership Trend

31 institutions currently hold SPYC, with 12 net buyers and 18 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

18

Net Buying Institutions

12

Key Holders

Key Holders

Top 5 by Value

AW
Austin Wealth Management, LLC
$26.6M
IW
Integrated Wealth Concepts LLC
$11.6M
EL
Entrewealth, LLC
$9.4M
AW
AE Wealth Management LLC
$7.2M
EW
Evolution Wealth Management INC.
$4.1M

Top 5 by Conviction

AW
Austin Wealth Management, LLC
6.04%
EL
Entrewealth, LLC
4.20%
EW
Evolution Wealth Management INC.
2.96%
NW
Noble Wealth Management PBC
0.29%
FE
Financial Enhancement Group LLC
0.18%
View all 31 holding institutions

Quarterly Activity

Recent Activity

+$22.4M

Total Buy Value

$63.2M

Total Sell Value

New buy6
Trim15
Add6
Sold out3

12

Net Buyers

18

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SIMPLIFY US EQTY PLUS CONVEX (SPYC)?
Major stakeholders currently include Austin Wealth Management, LLC ($26.6M), Integrated Wealth Concepts LLC ($11.6M), Entrewealth, LLC ($9.4M). Based on the latest 13F filings, there are a total of 31 tracked investment funds and institutions maintaining positions in SPYC.
What is the overall institutional sentiment toward SPYC recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $14.8M, driven by 12 managers accumulating shares while 18 reduced their exposure.
Which institutions have been selling or reducing their SPYC positions?
In the latest period, 15 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $63.2M.
Are there any notable investors adding SPYC to their portfolios?
Yes, buying activity remains notable. 6 institutions opened new positions in {ticker}, and 6 existing holders added to their shares. The total reported buy value for the quarter amounted to $22.4M.

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