Simplify US Eqty Plus Convex (SPYC)

CUSIP: 82889N103 | NYSE | 87 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Commonwealth Equity Services, LLC277,843

0.0% of portfolio$12.7M

Entrewealth, LLC116,203

1.9% of portfolio$5.3M

Evolution Wealth Management Inc.108,945

2.9% of portfolio$5.0M

Lloyd Advisory Services, Llc.33,386

0.6% of portfolio$1.5M

Financial Enhancement Group LLC31,167

0.2% of portfolio$1.4M

Noble Wealth Management PBC13,279

0.3% of portfolio$604.7K

Fiduciary Alliance LLC12,516

0.0% of portfolio$570.0K

Elevated Capital Advisors, LLC11,391

0.2% of portfolio$518.7K

B.O.S.S. Retirement Advisors, LLC10,288

0.1% of portfolio$468.5K

Howard Bailey Securities, LLC9,677

0.2% of portfolio$440.7K

Integrated Wealth Management4,647

0.2% of portfolio$211.6K

Creative Planning4,448

0.0% of portfolio$202.6K

Tounjian Advisory Partners, LLC3,478

0.1% of portfolio$158.4K

Kingdom Financial Group Llc.1,433

0.0% of portfolio$65.2K

Montgomery Financial Services LLC1,226

0.0% of portfolio$55.8K

Networth Advisors, LLC464

0.0% of portfolio$21.1K

Quest 10 Wealth Builders, Inc.140

0.0% of portfolio$6.4K

Decker Retirement Planning Inc.105

0.0% of portfolio$4.8K

EverSource Wealth Advisors, LLC103

0.0% of portfolio$4.7K

Assetmark, Inc9

0.0% of portfolio$410

				Style	Turnover	Location	Filed
Commonwealth Equity Services, LLC	277,843	$12.7M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Entrewealth, LLC	116,203	$5.3M	1.9%	ETF	Low	Austin, TX	2026-10-14
Evolution Wealth Management Inc.	108,945	$5.0M	2.9%	ETF	Medium	Fort Myers, FL	2026-10-28
Lloyd Advisory Services, Llc.	33,386	$1.5M	0.6%	ETF	Very High	Suwanee, GA	2026-11-02
Financial Enhancement Group LLC	31,167	$1.4M	0.2%	ETF	Medium	Anderson, IN	2026-10-08
Noble Wealth Management PBC	13,279	$604.7K	0.3%	Yield	Medium	Greenwood Village, CO	2026-10-01
Fiduciary Alliance LLC	12,516	$570.0K	0.0%	Core	Medium	Greenville, SC	2026-10-13
Elevated Capital Advisors, LLC	11,391	$518.7K	0.2%	ETF	Medium	Sandy, UT	2026-11-04
B.O.S.S. Retirement Advisors, LLC	10,288	$468.5K	0.1%	ETF	Medium	Lehi, UT	2026-10-26
Howard Bailey Securities, LLC	9,677	$440.7K	0.2%	ETF	Medium	Fort Wayne, IN	2026-10-27
Integrated Wealth Management	4,647	$211.6K	0.2%	ETF	High	Uniontown, OH	2026-10-19
Creative Planning	4,448	$202.6K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Tounjian Advisory Partners, LLC	3,478	$158.4K	0.1%	Growth	High	Fort Myers, FL	2026-11-04
Kingdom Financial Group Llc.	1,433	$65.2K	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Montgomery Financial Services LLC	1,226	$55.8K	0.0%	ETF	N/A	Ocean City, MD	2026-11-03
Networth Advisors, LLC	464	$21.1K	0.0%	ETF	Medium	Canonsburg, PA	2026-11-03
Quest 10 Wealth Builders, Inc.	140	$6.4K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Decker Retirement Planning Inc.	105	$4.8K	0.0%	Agg Growth	Very High	Levi, UT	2026-10-19
EverSource Wealth Advisors, LLC	103	$4.7K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Assetmark, Inc	9	$410	0.0%	ETF	Low	Concord, CA	2026-10-21