SPYC — SIMPLIFY US EQTY PLUS CONVEX
As of Q2 2026, 4 SEC-registered investment managers reported holding SPYC (SIMPLIFY US EQTY PLUS CONVEX) in their latest 13F filings, with a combined reported value of $164.13K across 3.60K shares. That is -0.7% by share count (-25 shares) versus the previous quarter, while reported value moved +14.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Goldman Sachs Group history | Q3 2021 | 18.68K | $573.00K | 0.00% | New |
| Citadel Advisors history | Q3 2025 | 10.67K | $457.20K | 0.00% | Reduce |
| BlackRock Inc history | Q2 2026 | 3.13K | $143.07K | 0.00% | Hold |
| Wells Fargo & Co history | Q2 2025 | 668 | $27.60K | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 290 | $13.10K | 0.00% | New |
| UBS Group AG history | Q2 2026 | 172 | $7.86K | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 2 | $96 | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q1 2024 | 2 | $70 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 290 sh · $13.10K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 3.13K | 3.13K | 3.13K | 3.13K | 3.13K | 3.13K | 3.13K |
| JPMorgan Chase & Co | — | — | — | 648 | — | 45 | — | — | — | — | — | — | — | — | — | — | — | — | — | 290 |
| UBS Group AG | — | 632 | — | 164 | 2.23K | 2.00K | 705 | 211 | 2.62K | 1.46K | 5.78K | — | 55 | — | — | — | 548 | — | 488 | 172 |
| Morgan Stanley | 150 | 150 | 1.16K | 150 | 150 | 150 | 150 | 153 | 236 | 237 | 237 | 237 | 152 | 151 | 151 | 151 | 151 | 151 | 1 | 2 |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | — | — | — | 9.50K | 9.55K | 9.70K | 15.56K | 10.67K | — | — | — |
| Fidelity Management & Research (FMR) | — | 1 | — | — | — | — | — | 2 | — | — | 2 | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 18.68K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 86 | 668 | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details