Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / US EQT PLS CNVEX
-
Total 13F shares
-
1,873,085
-
Share change
-
+193,722
-
Total reported value
-
$80,096,364
-
Price per share
-
$42.86
-
Number of holders
-
31
-
Value change
-
+$8,298,147
-
Number of buys
-
13
-
Number of sells
-
16
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) as of Q3 2025
As of 30 Sep 2025,
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,873,085 shares.
The largest 10 holders included
Austin Wealth Management, LLC, Integrated Wealth Concepts LLC, ENTREWEALTH, LLC, AE Wealth Management LLC, LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, EVOLUTION WEALTH MANAGEMENT INC., Lloyd Advisory Services, LLC., Financial Enhancement Group LLC, and B.O.S.S. Retirement Advisors, LLC.
This page lists
31
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.