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Simplify US Equity PLUS Convexity ETF (SPYC) Institutional Ownership

$38.22 -0.94 (-2.40%)
(As of 11/15/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Simplify US Equity PLUS Convexity ETF (NYSEARCA:SPYC)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$32.89M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.36M
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SPYC Institutional Buying and Selling by Quarter

Simplify US Equity PLUS Convexity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Integrated Wealth Concepts LLC288,311$10.89M0.1%+3.0%14.938%
10/31/2024 Financial Enhancement Group LLC565,061$21.34M3.8%+110.8%29.278%
10/28/2024 Austin Wealth Management LLC645,179$24.16M5.3%+7.7%33.429%
8/2/2024 Financial Enhancement Group LLC268,070$9.61M1.4%-1.7%13.890%
7/31/2024 Austin Wealth Management LLC598,883$22.55M5.3%+3.7%31.030%
7/31/2024Commonwealth Equity Services LLC223,278$8.09M0.0%+33.6%11.569%
7/10/2024 CWM LLC3,749$136K0.0%-13.9%0.194%
5/23/2024 Austin Wealth Management LLC577,391$20.18M5.0%+0.7%29.917%
5/8/2024 Avantax Advisory Services Inc.6,684$234K0.0%N/A0.346%
4/29/2024Commonwealth Equity Services LLC167,177$5.86M0.0%+4.3%8.662%
4/15/2024 Financial Enhancement Group LLC272,608$9.20M1.5%-9.0%14.125%
2/21/2024 Austin Wealth Management LLC573,553$18.82M5.1%+2.9%23.221%
2/12/2024 Tradition Wealth Management LLC6,593$190K0.0%-67.0%0.267%
2/1/2024 CWM LLC338,045$10.43M0.1%-7.2%13.686%
1/18/2024 Financial Enhancement Group LLC299,505$9.15M1.6%+1.9%12.126%
12/5/2023 Austin Wealth Management LLC557,318$16.42M5.1%N/A22.563%
11/15/2023 Integrated Wealth Concepts LLC272,604$7.59M0.1%+1.0%11.037%
11/13/2023 Bison Wealth LLC19,521$543K0.1%-2.0%0.790%
10/23/2023Commonwealth Equity Services LLC91,548$2.55M0.0%+90.9%3.706%
10/17/2023 Financial Enhancement Group LLC293,879$8.32M1.6%-0.4%11.898%
10/12/2023IFP Advisors Inc2,502$70K0.0%-77.2%0.101%
10/11/2023 CWM LLC364,400$10.14M0.1%-29.2%14.753%
8/14/2023 Bison Wealth LLC19,917$580K0.1%+5.6%0.806%
8/10/2023Commonwealth Equity Services LLC47,950$1.40M0.0%N/A1.941%
8/10/2023 Meitav Investment House Ltd.11,528$1.31M0.0%N/A0.467%
8/8/2023 Prospera Financial Services Inc19,055$555K0.0%-11.3%0.771%
8/4/2023IFP Advisors Inc10,989$273K0.0%-60.6%0.445%
8/3/2023 CWM LLC514,663$14.98M0.1%-14.2%20.837%
7/24/2023 Meitav Investment House Ltd.11,528$1.31M0.0%N/A0.415%
5/17/2023 Financial Enhancement Group LLC565,061$15.18M2.9%-3.3%19.485%
5/15/2023 Bison Wealth LLC18,865$509K0.2%+40.6%0.651%
5/12/2023 Tradition Wealth Management LLC230,338$5.89M0.7%+1.7%7.943%
5/5/2023 Truist Financial Corp26,605$716K0.0%-54.9%0.917%
5/3/2023 Integrated Wealth Concepts LLC303,762$8.17M0.2%-11.3%10.475%
5/1/2023 CWM LLC600,136$16.14M0.1%N/A20.694%
4/20/2023 Kathmere Capital Management LLC40,832$1.10M0.2%-9.0%1.408%
4/18/2023IFP Advisors Inc27,877$693K0.0%-5.3%0.961%
3/6/2023 OLD Mission Capital LLC32,989$837K0.0%+15.8%1.358%
2/13/2023 Integrated Wealth Concepts LLC342,638$8.69M0.2%N/A14.100%
2/13/2023 Betterment LLC10,017$254K0.0%+14.3%0.412%
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2/10/2023 Bison Wealth LLC13,421$356K0.1%N/A0.552%
2/9/2023 Financial Enhancement Group LLC584,445$15.90M3.0%+1,603.4%24.051%
2/8/2023 Prospera Financial Services Inc29,579$750K0.0%+19.7%1.217%
2/7/2023IFP Advisors Inc29,446$731K0.0%-40.9%1.212%
2/7/2023 Envestnet Asset Management Inc.58,958$1.50M0.0%-20.4%2.426%
2/3/2023 U.S. Capital Wealth Advisors LLC1,843$47K0.0%N/A0.076%
2/3/2023 Tradition Wealth Management LLC226,488$5.49M0.8%-19.4%9.320%
1/24/2023 Kathmere Capital Management LLC44,855$1.14M0.2%-72.7%1.846%
11/14/2022 Wolverine Trading LLC15,722$412K0.0%N/A0.642%
11/14/2022 OLD Mission Capital LLC28,485$736K0.0%+57.2%1.163%
10/27/2022 Financial Enhancement Group LLC34,311$887K0.2%-90.1%2.172%
10/27/2022 Prospera Financial Services Inc24,706$639K0.0%-9.0%1.564%
10/26/2022 Truist Financial Corp74,039$1.91M0.0%-34.4%4.686%
10/11/2022 Kathmere Capital Management LLC164,494$4.25M0.8%-47.8%9.508%
8/13/2022 Kathmere Capital Management LLC314,991$8.36M1.5%-29.3%15.750%
8/8/2022 Prospera Financial Services Inc27,158$720K0.0%-57.8%1.358%
8/5/2022 OLD Mission Capital LLC18,121$481K0.0%-58.4%0.906%
8/3/2022 Envestnet Asset Management Inc.118,292$3.14M0.0%+7.7%5.915%
8/2/2022 Tradition Wealth Management LLC382,152$10.12M1.5%+269.0%19.108%
7/22/2022 Bison Wealth LLC5,844$155K0.1%+385.8%0.256%
7/22/2022 Truist Financial Corp112,866$2.99M0.0%+5.8%4.950%
5/18/2022 Financial Enhancement Group LLC910,741$29.19M5.4%-0.2%36.012%
5/12/2022 Bison Wealth LLC1,203$39K0.0%+1,618.6%0.048%
5/11/2022 Tradition Wealth Management LLC103,576$3.32M0.4%+7.8%3.419%
5/6/2022 Fagan Associates Inc.70,285$2.25M0.5%-1.1%2.320%
5/4/2022 Prospera Financial Services Inc64,346$2.06M0.1%-15.5%2.056%
5/4/2022 Envestnet Asset Management Inc.109,834$3.52M0.0%+37.7%3.510%
4/28/2022 Kathmere Capital Management LLC445,846$14.29M2.4%+6.0%14.136%
4/22/2022 Truist Financial Corp106,637$3.42M0.0%+41.8%3.328%
2/17/2022 Ovata Capital Management Ltd4,000,000$112.55M2.4%N/A133.156%
2/14/2022 Wolverine Trading LLC25,929$899K0.0%N/A0.863%
2/9/2022Orion Portfolio Solutions LLC7,021$242K0.0%N/A0.209%
2/8/2022Brinker Capital Investments LLC39,425$1.36M0.0%-10.7%1.175%
2/8/2022 Fagan Associates Inc.71,065$2.45M0.5%+3.6%2.088%
2/4/2022 Envestnet Asset Management Inc.79,770$2.75M0.0%+138.6%2.343%
2/3/2022 Advisor Group Holdings Inc.8,324$287K0.0%-11.7%0.245%
1/28/2022 Financial Enhancement Group LLC912,684$31.51M5.5%+5.9%26.617%
1/27/2022 Kathmere Capital Management LLC420,672$14.52M2.5%+1.3%12.268%
1/25/2022 Ferguson Shapiro LLC13,158$454K0.2%N/A0.384%
1/12/2022IFP Advisors Inc52,921$1.83M0.0%+4.9%1.543%
12/8/2021 Moors & Cabot Inc.25,000$27K0.0%N/A0.751%
11/12/2021 OLD Mission Capital LLC24,199$742K0.0%N/A0.744%
11/12/2021 Prospera Financial Services Inc79,768$2.45M0.1%+2.0%2.490%
11/10/2021 Goldman Sachs Group Inc.18,681$573K0.0%N/A0.583%
11/9/2021 Fagan Associates Inc.68,566$2.10M0.5%+1.6%2.174%
11/8/2021Brinker Capital Investments LLC44,142$1.35M0.0%-86.7%1.400%
11/5/2021 Moors & Cabot Inc.25,000$27K0.0%N/A0.793%
11/5/2021 Advisor Group Holdings Inc.9,424$290K0.0%-55.3%0.299%
10/29/2021Commonwealth Equity Services LLC26,435$810K0.0%-2.1%0.825%
10/15/2021Bartlett & Co. LLC1,145$35K0.0%-50.0%0.036%
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10/14/2021 Financial Enhancement Group LLC862,036$26.43M5.0%-0.5%27.117%
10/14/2021 Kathmere Capital Management LLC415,465$12.74M2.3%+7.9%13.278%
10/6/2021IFP Advisors Inc50,459$1.55M0.0%+30.7%1.613%
8/12/2021 Prospera Financial Services Inc78,239$2.40M0.1%-6.5%2.583%
8/11/2021Commonwealth Equity Services LLC27,013$827K0.0%N/A0.892%
8/10/2021 Financial Enhancement Group LLC866,707$26.56M5.5%-63.2%28.614%
8/9/2021 Tradition Wealth Management LLC80,524$2.47M0.4%+7.3%2.703%
8/6/2021 Wolverine Trading LLC15,894$487K0.0%N/A0.534%
8/6/2021 Fagan Associates Inc.67,457$2.07M0.4%+19.1%2.284%
8/4/2021 Envestnet Asset Management Inc.25,703$788K0.0%N/A0.870%
(Data available from 1/1/2016 forward)

SPYC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPYC shares?

During the previous two years, 17 institutional investors and hedge funds held shares of Simplify US Equity PLUS Convexity ETF. The most heavily invested institutionals were Austin Wealth Management LLC ($24.16M), Financial Enhancement Group LLC ($21.34M), Integrated Wealth Concepts LLC ($10.89M), Commonwealth Equity Services LLC ($8.09M), Envestnet Asset Management Inc. ($1.50M), Meitav Investment House Ltd. ($1.31M), and Kathmere Capital Management LLC ($1.10M).Learn more on SPYC's institutional investors.

Which institutional investors have been buying Simplify US Equity PLUS Convexity ETF stock?

Of the 13 institutional investors that purchased Simplify US Equity PLUS Convexity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Enhancement Group LLC ($852.75K), Austin Wealth Management LLC ($645.18K), CWM LLC ($600.14K), Integrated Wealth Concepts LLC ($353.73K), Commonwealth Equity Services LLC ($154.58K), Meitav Investment House Ltd. ($23.06K), and Bison Wealth LLC ($19.92K).

How much institutional buying is happening at Simplify US Equity PLUS Convexity ETF?

Institutional investors have bought a total of 2,672,348 shares in the last 24 months. This purchase volume represents approximately $75.97M in transactions.

Which Simplify US Equity PLUS Convexity ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold Simplify US Equity PLUS Convexity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CWM LLC ($262.70K), Kathmere Capital Management LLC ($123.66K), Tradition Wealth Management LLC ($68.03K), Financial Enhancement Group LLC ($52.03K), IFP Advisors Inc ($47.36K), Integrated Wealth Concepts LLC ($38.88K), and Truist Financial Corp ($32.35K).

How much institutional selling is happening at Simplify US Equity PLUS Convexity ETF?

Institutional investors have sold a total of 642,905 shares in the last 24 months. This volume of shares sold represents approximately $17.78M in transactions.


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This page (NYSEARCA:SPYC) was last updated on 11/17/2024 by MarketBeat.com Staff
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