Simplify US Equity PLUS Convexity
SPYC • ARCA
Simplify US Equity PLUS Convexity is an exchange-traded fund on ARCA. As of Q3 2025, 29 institutional investors hold shares in this ETF, with total holdings valued at $76.5M. Austin Wealth Management, LLC is the largest holder with a position valued at $36.4M.
Overview
Overview of institutional ownership in SPYC as of Q3 2025
All Institutions
- Institutions
- 29
- Value Held
- $76.5M
- Shares Held
- 1.8M
- Avg Position
- $2.6M
- Median Position
- $291.6K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $457.2K
- Shares Held
- 10.7K
- Avg Position
- $457.2K
- Median Position
- $457.2K
Biggest Investors
Institutions with the largest positions in SPYC as of Q3 2025
| Institution | Position Value |
|---|---|
A Austin Wealth Management, LLC RIA/Wealth | $36.4M 5.75% of portfolio |
 Integrated Wealth Concepts LLC RIA/Wealth | $10.7M 0.10% of portfolio |
 ENTREWEALTH, LLC RIA/Wealth | $9.4M 4.88% of portfolio |
 AE Wealth Management LLC RIA/Wealth | $5.0M 0.03% of portfolio |
L LPL Financial LLC Institution | $3.7M 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $3.1M 0.00% of portfolio |
 Lloyd Advisory Services, LLC. RIA/Wealth | $1.6M 0.83% of portfolio |
F Financial Enhancement Group LLC RIA/Wealth | $1.4M 0.19% of portfolio |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | $877.3K 0.22% of portfolio |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $819.9K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SPYC in Q3 2025
- Traded
- +$5.6M
- Buyers
- 11
- Sellers
- 16
- Total Bought
- +$6.9M
- Total Sold
- −$1.3M
- Avg Position
- $2.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$3.2M +73.9K shares |
A Austin Wealth Management, LLC RIA/Wealth | +$1.3M +30.3K shares |
Integrated Wealth Concepts LLC RIA/Wealth | +$881.4K +20.6K shares |
ENTREWEALTH, LLC RIA/Wealth | +$864.0K +20.2K shares |
 CWM, LLC RIA/Wealth | +$375.1K +8.8K shares |
 Cetera Investment Advisers RIA/Wealth | +$211.5K +4.9K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$40.8K +951.0 shares |
 UBS Group AG Institution | +$23.5K +548.0 shares |
L LifeWealth Investments, LLC Institution | +$18.3K +426.0 shares |
 Geneos Wealth Management Inc. RIA/Wealth | +$1.8K +42.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$612.2K −14.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$209.7K −4.9K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$115.1K −2.7K shares |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | −$86.4K −2.0K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$47.8K −1.2K shares |
Lloyd Advisory Services, LLC. RIA/Wealth | −$43.5K −1.0K shares |
AE Wealth Management LLC RIA/Wealth | −$33.1K −773.0 shares |
 WELLS FARGO & COMPANY/MN Institution | −$27.6K −668.0 shares |
R ROYAL BANK OF CANADA Institution | −$24.6K −575.0 shares |
F Fiduciary Alliance LLC Institution | −$20.2K −472.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SPYC in Q3 2025
- New Positions
- 2
- New Value
- $213.3K
- Exited Positions
- 5
- Exited Value
- $103.1K
New Positions
| Institution | Position Value |
|---|---|
Cetera Investment Advisers RIA/Wealth | $211.5K 4.9K shares |
Geneos Wealth Management Inc. RIA/Wealth | $1.8K 42.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $47.8K 1.2K shares |
WELLS FARGO & COMPANY/MN Institution | $27.6K 668.0 shares |
 Transce3nd, LLC RIA/Wealth | $18.3K 443.0 shares |
 Park Square Financial Group, LLC RIA/Wealth | $8.6K 207.0 shares |
 Global Retirement Partners, LLC RIA/Wealth | $828.0 20.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in SPYC as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SPYC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
A Austin Wealth Management, LLC RIA/Wealth | 5.75% $36.4M |
ENTREWEALTH, LLC RIA/Wealth | 4.88% $9.4M |
Lloyd Advisory Services, LLC. RIA/Wealth | 0.83% $1.6M |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | 0.22% $877.3K |
F Financial Enhancement Group LLC RIA/Wealth | 0.19% $1.4M |
 HOWARD BAILEY SECURITIES, LLC RIA/Wealth | 0.17% $417.3K |
Integrated Wealth Concepts LLC RIA/Wealth | 0.10% $10.7M |
L LifeWealth Investments, LLC Institution | 0.08% $264.4K |
F Fiduciary Alliance LLC Institution | 0.04% $569.8K |
AE Wealth Management LLC RIA/Wealth | 0.03% $5.0M |
Hedge Fund Spotlight
Discover hedge funds investing in SPYC
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Simplify US Equity PLUS Convexity
- Market Value
- $457.2K
- Shares Held
- 10.7K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
