SIMPLIFY US EQUITY PLUS CONV (SPYC) Institutional Ownership Changes & 13F Activity
SIMPLIFY US EQUITY PLUS CONV (SPYC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Commonwealth Equity Services, Llc, Integrated Wealth Concepts Llc, Lloyd Advisory Services, Llc., Entrewealth, Llc, and Manhattan West Asset Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +33,569 | +11.5% | 326,608 | $14.92M | Q2 2026 | Sep 09, 2026 |
| Mercer Global Advisors Inc | Sell | -3,232 | -30.7% | 7,309 | $333.87K | Q2 2026 | Aug 19, 2026 |
| Entrewealth, Llc | Buy | +14,737 | +6.2% | 252,239 | $11.90M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +2,307 | — | 2,307 | $105.39K | Q2 2026 | Aug 14, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +842 | — | 842 | $38.46K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -316 | -64.8% | 172 | $7.86K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1 | +100.0% | 2 | $96.00 | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, Llc | Buy | +1,620 | +63.3% | 4,178 | $190.85K | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Buy | +850 | — | 850 | $23.80K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +290 | — | 290 | $13.10K | Q2 2026 | Aug 12, 2026 |
| Manhattan West Asset Management, Llc | Buy | +14,371 | — | 14,371 | $656.51K | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Management | Buy | +4,759 | — | 4,759 | $217.41K | Q2 2026 | Aug 11, 2026 |
| Howard Bailey Securities, Llc | Sell | -175 | -1.6% | 10,461 | $477.85K | Q2 2026 | Aug 10, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +32,644 | +2002.7% | 34,274 | $1.57M | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +3,726 | — | 3,726 | $170.21K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +1,152 | +10.2% | 12,480 | $570.10K | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group Llc. | Sell | -124 | -7.6% | 1,506 | $68.80K | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | Buy | +1 | +2.4% | 43 | $1.94K | Q2 2026 | Aug 06, 2026 |
| Envestnet Asset Management Inc | Buy | +7,600 | — | 7,600 | $347.17K | Q2 2026 | Aug 03, 2026 |
| Elevated Capital Advisors, Llc | Sell | -861 | -6.7% | 12,022 | $549.18K | Q2 2026 | Aug 03, 2026 |
| Assetmark, Inc | Sell | -125 | -93.3% | 9 | $411.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +190,359 | +278.0% | 258,822 | $11.82M | Q2 2026 | Jul 29, 2026 |
| Quest 10 Wealth Builders, Inc. | Sell | -365 | -72.3% | 140 | $6.39K | Q2 2026 | Jul 24, 2026 |
| Austin Wealth Management, Llc | Buy | +12,720 | +1.9% | 679,990 | $30.64M | Q2 2026 | Jul 22, 2026 |
| Networth Advisors, Llc | Sell | -9 | -2.0% | 444 | $20.29K | Q2 2026 | Jul 22, 2026 |
| Evolution Wealth Management Inc. | Buy | +6,124 | +6.0% | 108,823 | $4.97M | Q2 2026 | Jul 21, 2026 |
| B.O.S.S. Retirement Advisors, Llc | Sell | -230 | -2.0% | 11,039 | $504.29K | Q2 2026 | Jul 20, 2026 |
| Fiduciary Alliance Llc | Buy | +19 | +0.1% | 12,719 | $581.01K | Q2 2026 | Jul 20, 2026 |
| Decker Retirement Planning Inc. | Buy | +105 | — | 105 | $4.80K | Q2 2026 | Jul 16, 2026 |
| Financial Enhancement Group Llc | Sell | -995 | -2.9% | 32,796 | $1.50M | Q2 2026 | Jul 07, 2026 |
Frequently asked questions about SPYC activity
Which institutional owners are buying SPYC?
Institutional owners buying SPYC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SPYC activity?
"Buy" means an investor increased their reported position in SPYC compared to the prior reporting period. This reflects growing exposure to SIMPLIFY US EQUITY PLUS CONV (SPYC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPYC increasing?
Institutional interest in SPYC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.