DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

SPYC

SIMPLIFY EXCHANGE TRADED FUN

33 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N103·33 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 8.1%

vs prior quarter

13F value held

$68M

50.0% inst. owned

of float

Holders

33

-92 QoQ

filers reporting

Activity

+79 / −34

+960 added · −730 reduced

this quarter

Concentration

39.29%

Austin Wealth Management, LLC #1

top holder share

AI Holders Summary · Q1 2026

33 institutions reported SPYC in Q1 2026. Austin Wealth Management, LLC leads at 39.3% of the visible book. -92 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

Austin Wealth Management, LLC

$27M667K6.04%Q1 2026 02

Integrated Wealth Concepts LLC

$12M293K0.09%Q1 2026 03

ENTREWEALTH, LLC

$9M238K4.20%Q1 2026 04

AE Wealth Management LLC

$7M182K0.04%Q1 2026 05

EVOLUTION WEALTH MANAGEMENT INC.

$4M103K2.96%Q1 2026 06

COMMONWEALTH EQUITY SERVICES, LLC

$3M68K0.00%Q1 2026 07

Financial Enhancement Group LLC

$1M34K0.18%Q1 2026 08

Noble Wealth Management PBC

$573,09515K0.29%Q1 2026 09

Fiduciary Alliance LLC

$540,11113K0.03%Q1 2026 10

Elevated Capital Advisors, LLC

$508,53313K0.13%Q1 2026 11

LPL Financial LLC

$447,14011K0.00%Q1 2026 12

OLD MISSION CAPITAL LLC

$445,32411K0.01%Q1 2026 13

B.O.S.S. Retirement Advisors, LLC

$444,79711K0.14%Q1 2026 14

HOWARD BAILEY SECURITIES, LLC

$419,82711K0.17%Q1 2026 15

MERCER GLOBAL ADVISORS INC /ADV

$416,07311K0.00%Q1 2026 16

Capital Group Private Client Services, Inc.

$258,1487K0.00%Q1 2026 17

AVANTAX ADVISORY SERVICES, INC.

$230,2176K0.00%Q2 2025 18

Modern Wealth Management, LLC

$220,8206K0.00%Q1 2026 19

$145,0994K0.00%Q1 2026 20

BlackRock, Inc.

$123,6273K0.00%Q1 2026

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