SIMPLIFY US EQUITY PLUS CONV (SPYC) Institutional Shareholders
SIMPLIFY US EQUITY PLUS CONV (SPYC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $83.35M in SPYC holdings during the latest filing period.
Austin Wealth Management, Llc is currently the largest disclosed institutional shareholder of SPYC tracked by InsiderSet, reporting ownership valued at approximately $30.64M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $31.22M, representing an estimated gain of +1.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed SPYC value among the investors covered in this analysis. Major shareholders include Austin Wealth Management, Llc, Integrated Wealth Concepts Llc, Entrewealth, Llc, and several other long-term asset managers with concentrated positions in SIMPLIFY US EQUITY PLUS CONV (SPYC).
This page ranks the largest institutional SPYC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
35
Total Reported Value
$83.35M
Largest Holder
Austin Wealth Management, Llc
Largest Position
$30.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Austin Wealth Management, Llc | 6.47% | 679,990 | $30,638,699 | $31,217,389 | +$578,690 | +1.89% | |
| Integrated Wealth Concepts Llc | 0.10% | 326,608 | $14,919,686 | $14,994,116 | +$74,430 | +0.50% | |
| Entrewealth, Llc | 4.41% | 252,239 | $11,898,629 | $11,579,939 | -$318,690 | -2.68% | |
| Commonwealth Equity Services, Llc | 0.01% | 258,822 | $11,823,180 | $11,882,156 | +$58,976 | +0.50% | |
| Evolution Wealth Management Inc. | 2.92% | 108,823 | $4,971,111 | $4,995,912 | +$24,801 | +0.50% | |
| Lloyd Advisory Services, Llc. | 0.61% | 34,274 | $1,565,658 | $1,573,471 | +$7,813 | +0.50% | |
| Financial Enhancement Group Llc | 0.18% | 32,796 | $1,498,149 | $1,505,618 | +$7,469 | +0.50% | |
| Manhattan West Asset Management, Llc | 0.11% | 14,371 | $656,510 | $659,752 | +$3,242 | +0.49% | |
| Noble Wealth Management Pbc | 0.28% | 13,279 | $606,594 | $609,620 | +$3,026 | +0.50% | |
| Fiduciary Alliance Llc | 0.04% | 12,719 | $581,009 | $583,911 | +$2,902 | +0.50% | |
| Lpl Financial Llc | 0.00% | 12,480 | $570,095 | $572,939 | +$2,844 | +0.50% | |
| Elevated Capital Advisors, Llc | 0.15% | 12,022 | $549,180 | $551,913 | +$2,733 | +0.50% | |
| B.O.S.S. Retirement Advisors, Llc | 0.14% | 11,039 | $504,287 | $506,785 | +$2,498 | +0.50% | |
| Howard Bailey Securities, Llc | 0.18% | 10,461 | $477,854 | $480,250 | +$2,396 | +0.50% | |
| Envestnet Asset Management Inc | 0.00% | 7,600 | $347,173 | $348,905 | +$1,732 | +0.50% | |
| Mercer Global Advisors Inc | 0.00% | 7,309 | $333,872 | $335,546 | +$1,674 | +0.50% | |
| Modern Wealth Management, Llc | 0.00% | 5,556 | $253,802 | $255,068 | +$1,266 | +0.50% | |
| Integrated Wealth Management | 0.23% | 4,759 | $217,405 | $218,479 | +$1,074 | +0.49% | |
| Aptus Capital Advisors, Llc | 0.00% | 4,178 | $190,854 | $191,806 | +$952 | +0.50% | |
| Tounjian Advisory Partners, Llc | 0.07% | 3,726 | $170,209 | $171,055 | +$846 | +0.50% | |
| Cwm, Llc | 0.00% | 3,676 | $145,099 | $168,760 | +$23,661 | +16.31% | |
| Blackrock, Inc. | 0.00% | 3,132 | $143,072 | $143,786 | +$714 | +0.50% | |
| Ifg Advisory, Llc | 0.00% | 2,307 | $105,387 | $105,911 | +$524 | +0.50% | |
| Kingdom Financial Group Llc. | 0.02% | 1,506 | $68,795 | $69,138 | +$343 | +0.50% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 842 | $38,463 | $38,655 | +$192 | +0.50% | |
| Bank Of Montreal | 0.00% | 850 | $23,797 | $39,022 | +$15,225 | +63.98% | |
| Networth Advisors, Llc | 0.01% | 444 | $20,288 | $20,383 | +$95 | +0.47% | |
| Jpmorgan Chase & Co | 0.00% | 290 | $13,101 | $13,313 | +$212 | +1.62% | |
| Ubs Group Ag | 0.00% | 172 | $7,857 | $7,896 | +$39 | +0.50% | |
| Quest 10 Wealth Builders, Inc. | 0.00% | 140 | $6,395 | $6,427 | +$32 | +0.50% | |
| Decker Retirement Planning Inc. | 0.00% | 105 | $4,796 | $4,820 | +$24 | +0.51% | |
| Geneos Wealth Management Inc. | 0.00% | 43 | $1,942 | $1,974 | +$32 | +1.65% | |
| Osaic Holdings, Inc. | 0.00% | 17 | $776 | $780 | +$4 | +0.57% | |
| Assetmark, Inc | 0.00% | 9 | $411 | $413 | +$2 | +0.53% | |
| Morgan Stanley | 0.00% | 2 | $96 | $92 | -$4 | -4.36% |
Frequently asked questions about SPYC
Who owns the most SPYC stock?
The largest holders of SPYC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SIMPLIFY US EQUITY PLUS CONV (SPYC).
Is SPYC widely held by superinvestors?
Many widely followed stocks like SPYC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPYC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.