13F Insight
DOSSIER · 13F Holders · Q2 2026
SPYC

SIMPLIFY EXCHANGE TRADED FUN

41 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N103·41 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$89M
visible holders
Holders
41
filers reporting
Concentration
34.49%
Austin Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

41 institutions reported SPYC in Q2 2026. Austin Wealth Management, LLC leads at 34.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Austin Wealth Management, LLC
CIK 0002003112
$31M680K6.47%Q2 202602
Integrated Wealth Concepts LLC
CIK 0001737109
$15M327K0.07%Q2 202603
ENTREWEALTH, LLC
CIK 0002052200
$12M252K4.41%Q2 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M259K0.01%Q2 202605
AE Wealth Management LLC
CIK 0001697723
$6M136K0.03%Q2 202606
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$5M109K2.92%Q2 202607
Lloyd Advisory Services, LLC.
CIK 0001802474
$2M34K0.61%Q2 202608
Financial Enhancement Group LLC
CIK 0001641438
$1M33K0.18%Q2 202609
Manhattan West Asset Management, LLC
CIK 0001904770
$657K14K0.11%Q2 202610
Noble Wealth Management PBC
CIK 0002055065
$607K13K0.27%Q2 202611
Fiduciary Alliance LLC
CIK 0001954805
$581K13K0.04%Q2 202612
LPL Financial LLC
CIK 0001403438
$570K12K0.00%Q2 202613
Elevated Capital Advisors, LLC
CIK 0001802387
$549K12K0.15%Q2 202614
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$504K11K0.14%Q2 202615
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$478K10K0.18%Q2 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$347K8K0.00%Q2 202617
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$334K7K0.00%Q2 202618
Creative Planning
CIK 0001540235
$252K6K0.00%Q2 202619
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$230K6K0.00%Q2 202520
Modern Wealth Management, LLC
CIK 0002001900
$221K6K0.00%Q1 2026
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