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

SIMPLIFY EXCHANGE TRADED FUN

33 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 82889N103·33 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$73M
visible holders
Holders
33
filers reporting
Concentration
42.05%
Austin Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

33 institutions reported SPYC in Q2 2026. Austin Wealth Management, LLC leads at 42.1% 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
$12M293K0.09%Q1 202603
ENTREWEALTH, LLC
CIK 0002052200
$9M238K4.20%Q1 202604
AE Wealth Management LLC
CIK 0001697723
$7M182K0.04%Q1 202605
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$5M109K2.92%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M68K0.00%Q1 202607
Financial Enhancement Group LLC
CIK 0001641438
$1M33K0.18%Q2 202608
Noble Wealth Management PBC
CIK 0002055065
$607K13K0.27%Q2 202609
Fiduciary Alliance LLC
CIK 0001954805
$581K13K0.04%Q2 202610
Elevated Capital Advisors, LLC
CIK 0001802387
$509K13K0.13%Q1 202611
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$504K11K0.14%Q2 202612
LPL Financial LLC
CIK 0001403438
$447K11K0.00%Q1 202613
OLD MISSION CAPITAL LLC
CIK 0001455915
$445K11K0.01%Q1 202614
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$420K11K0.17%Q1 202615
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$416K11K0.00%Q1 202616
Capital Group Private Client Services, Inc.
CIK 0001857666
$258K7K0.00%Q1 202617
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$230K6K0.00%Q2 202518
Modern Wealth Management, LLC
CIK 0002001900
$221K6K0.00%Q1 202619
CWM, LLC
CIK 0001535847
$145K4K0.00%Q1 202620
BlackRock, Inc.
CIK 0002012383
$124K3K0.00%Q1 2026
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