DaveManuel.com · Institutional Ownership · Who Owns It
SIMPLIFY EXCHANGE TRADED FUN (SPYC)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
37
Reporting holders
$89.7M
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Austin Wealth Management, LLC | $30.6M | 679,990 | 6.47% | 12q | +1.9%+$573.1K |
| Integrated Wealth Concepts LLC | $14.9M | 326,608 | 0.10% | 15q | +11.5%+$1.5M |
| ENTREWEALTH, LLC | $11.9M | 252,239 | 4.41% | 7q | +6.2%+$695.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $11.8M | 258,822 | 0.01% | 13q | +278.0%+$8.7M |
| AE Wealth Management LLC | $6.2M | 135,675 | 0.03% | 5q | -25.6%-$2.1M |
| EVOLUTION WEALTH MANAGEMENT INC. | $5.0M | 108,823 | 2.92% | 5q | +6.0%+$279.7K |
| Lloyd Advisory Services, LLC. | $1.6M | 34,274 | 0.61% | 5q | +2002.7%+$1.5M |
| Financial Enhancement Group LLC | $1.5M | 32,796 | 0.18% | 23q | -2.9%-$45.5K |
| Manhattan West Asset Management, LLC | $656.5K | 14,371 | 0.11% | new | NEW |
| Noble Wealth Management PBC | $606.6K | 13,279 | 0.27% | 6q | -8.5%-$56.6K |
| Fiduciary Alliance LLC | $581.0K | 12,719 | 0.04% | 7q | HELD |
| LPL Financial LLC | $570.1K | 12,480 | 0.00% | 6q | +10.2%+$52.6K |
| Elevated Capital Advisors, LLC | $549.2K | 12,022 | 0.15% | 2q | -6.7%-$39.3K |
| B.O.S.S. Retirement Advisors, LLC | $504.3K | 11,039 | 0.14% | 5q | -2.0%-$10.5K |
| HOWARD BAILEY SECURITIES, LLC | $477.9K | 10,461 | 0.18% | 5q | -1.6%-$8.0K |
| ENVESTNET ASSET MANAGEMENT INC | $347.2K | 7,600 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $333.9K | 7,309 | 0.00% | 6q | -30.7%-$147.6K |
| Modern Wealth Management, LLC | $253.8K | 5,556 | 0.00% | 5q | HELD |
| Creative Planning | $252.5K | 5,527 | 0.00% | new | NEW |
| Integrated Wealth Management | $217.4K | 4,759 | 0.23% | new | NEW |
| Aptus Capital Advisors, LLC | $190.9K | 4,178 | 0.00% | 10q | +63.3%+$74.0K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $170.2K | 3,726 | 0.07% | new | NEW |
| BlackRock, Inc. | $143.1K | 3,132 | 0.00% | 7q | HELD |
| IFG Advisory, LLC | $105.4K | 2,307 | 0.00% | new | NEW |
| Kingdom Financial Group LLC. | $68.8K | 1,506 | 0.02% | 3q | -7.6%-$5.7K |
| Montgomery Financial Services LLC | $59.6K | 1,304 | 0.05% | new | FIRST |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $38.5K | 842 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $23.8K | 850 | 0.00% | new | NEW |
| Networth Advisors, LLC | $20.3K | 444 | 0.01% | 3q | -2.0% |
| JPMORGAN CHASE & CO | $13.1K | 290 | 0.00% | new | NEW |
| UBS Group AG | $7.9K | 172 | 0.00% | 2q | -64.8%-$14.4K |
| Quest 10 Wealth Builders, Inc. | $6.4K | 140 | 0.00% | 5q | -72.3%-$16.7K |
| Decker Retirement Planning Inc. | $4.8K | 105 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $1.9K | 43 | 0.00% | 4q | +2.4% |
| OSAIC HOLDINGS, INC. | $776 | 17 | 0.00% | 2q | HELD |
| ASSETMARK, INC | $411 | 9 | 0.00% | 3q | -93.3%-$5.7K |
| MORGAN STANLEY | $96 | 2 | 0.00% | 22q | +100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10 | $14.0M | 306,836 | 0 | 0 | 6 | 0.0% |
| Q2 2026 | 37 | $89.7M | 1,965,416 | 10 | 10 | 12 | 0.0% |
| Q1 2026 | 31 | $67.8M | 1,706,737 | 6 | 5 | 14 | 0.0% |
| Q4 2025 | 28 | $82.6M | 1,923,085 | 2 | 9 | 8 | 0.0% |
| Q3 2025 | 31 | $80.5M | 1,882,067 | 3 | 10 | 10 | 0.0% |
| Q2 2025 | 33 | $68.9M | 1,679,167 | 16 | 7 | 7 | 0.0% |
| Q1 2025 | 18 | $50.4M | 1,417,610 | 3 | 6 | 5 | 0.0% |
| Q4 2024 | 20 | $60.7M | 1,602,755 | 5 | 6 | 6 | 0.0% |
| Q3 2024 | 15 | $63.2M | 1,841,092 | 3 | 4 | 5 | 0.0% |
| Q2 2024 | 14 | $54.2M | 1,475,279 | 2 | 5 | 4 | 0.0% |
| Q1 2024 | 16 | $46.0M | 1,325,981 | 4 | 6 | 6 | 0.0% |
| Q4 2023 | 14 | $52.6M | 1,670,178 | 2 | 6 | 5 | 0.0% |
| Q3 2023 | 15 | $49.0M | 1,723,667 | 1 | 6 | 6 | 0.0% |
| Q2 2023 | 19 | $43.7M | 1,476,872 | 7 | 3 | 8 | 0.0% |
| Q1 2023 | 15 | $50.3M | 1,885,669 | 2 | 2 | 9 | 0.0% |
| Q4 2022 | 18 | $37.4M | 1,440,223 | 4 | 4 | 7 | 0.0% |
| Q3 2022 | 16 | $22.1M | 848,219 | 2 | 4 | 8 | 0.0% |
| Q2 2022 | 17 | $39.7M | 1,501,427 | 3 | 6 | 7 | 0.0% |
| Q1 2022 | 19 | $64.9M | 2,047,766 | 4 | 8 | 3 | 0.0% |
| Q4 2021 | 24 | $177.5M | 5,881,466 | 7 | 9 | 3 | 0.0% |
| Q3 2021 | 21 | $87.9M | 2,866,322 | 2 | 7 | 6 | 0.0% |
| Q2 2021 | 21 | $130.1M | 4,232,534 | 4 | 5 | 4 | 0.0% |
| Q1 2021 | 17 | $153.0M | 5,383,108 | 9 | 3 | 2 | 0.0% |
| Q4 2020 | 10 | $58.3M | 2,158,485 | 8 | 1 | 0 | 0.0% |
| Q3 2020 | 1 | $30.0K | 1,215 | 1 | 0 | 0 | 0.0% |