SPYC

Simplify US Eqty Plus Convex$47.76 1.21%
UnclassifiedUSCUSIP 82889N103· EOD Aug 5, 2026◍ Confluence graph
Tracked 13F Holders
28
-15 QoQ
13F Value (tracked)
$64.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)5 adding · 6 trimming
Insider net (180d)$0

Price & smart-money activity

$47.76 1.21%5Y +49.9%
$23.28$29.85$36.42$43.00$49.572021202220232024202520263233222232333243244425355
Hover for who · click for detailEnd-of-day closing prices52w $38.60 – $48.34

Who owns SPYC?

28 tracked 13F filers

28 tracked 13F filers disclose a position in SPYC as of the latest SEC 13F filings, a combined $64.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Austin Wealth Management, LLC
$30.6M
680K
+1.9%
Added · +13K sh
Q2 2026
2Integrated Wealth Concepts LLC
$11.6M
293K
−9.5%
Reduced · −31K sh
Q1 2026
3AE Wealth Management LLC
$7.2M
182K
+41%
Added · +53K sh
Q1 2026
4EVOLUTION WEALTH MANAGEMENT INC.
$5.0M
109K
+6.0%
Added · +6K sh
Q2 2026
5COMMONWEALTH EQUITY SERVICES, LLC
$2.7M
68K
−2.7%
Reduced · −2K sh
Q1 2026
6Lloyd Advisory Services, LLC.
$1.6M
34K
21×
Added · +33K sh
Q2 2026
7Financial Enhancement Group LLC
$1.5M
33K
−2.9%
Reduced · −995 sh
Q2 2026
8Noble Wealth Management PBC
$607K
13K
−8.5%
Reduced · −1K sh
Q2 2026
9Fiduciary Alliance LLC
$540K
13K
−0.7%
Reduced · −93 sh
Q1 2026
10Elevated Capital Advisors, LLC
$549K
12K
−6.7%
Reduced · −861 sh
Q2 2026
11LPL Financial LLC
$447K
11K
+1.1%
Added · +129 sh
Q1 2026
12OLD MISSION CAPITAL LLC
$445K
11K
New
+11K sh
Q1 2026
13B.O.S.S. Retirement Advisors, LLC
$504K
11K
−2.0%
Reduced · −230 sh
Q2 2026
14MERCER GLOBAL ADVISORS INC /ADV
$416K
11K
−34%
Reduced · −5K sh
Q1 2026
15Modern Wealth Management, LLC
$221K
6K
Held
Q1 2026
16TOUNJIAN ADVISORY PARTNERS, LLC
$170K
4K
New
+4K sh
Q2 2026
17CWM, LLC
$145K
4K
−75%
Reduced · −11K sh
Q1 2026
18BlackRock, Inc.
$124K
3K
Held
Q1 2026
19Aptus Capital Advisors, LLC
$101K
3K
+0.2%
Added · +5 sh
Q1 2026
20Kingdom Financial Group LLC.
$69K
2K
−7.6%
Reduced · −124 sh
Q2 2026
21UBS Group AG
$19K
488
−67%
Reduced · −1K sh
Q1 2026
22Networth Advisors, LLC
$20K
444
−2.0%
Reduced · −9 sh
Q2 2026
23Quest 10 Wealth Builders, Inc.
$6K
140
−72%
Reduced · −365 sh
Q2 2026
24Decker Retirement Planning Inc.
$5K
105
Added
Added · +105 sh
Q2 2026
25Geneos Wealth Management Inc.
$2K
43
+2.4%
Added · +1 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SPYC being bought or sold by institutions?

Last quarter, 2 funds opened a new position in SPYC and 3 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
3
funds
Reduced
6
funds
Exited
0
funds

Funds that own SPYC also own

CompanyCo-held byCombined value
SS SPDR S&P 500 ETF TRUST-USSPY8 funds$437.3M
NVIDIA CORPNVDA8 funds$368.2M
VANGUARD S&P 500 ETFVOO8 funds$262.2M
INVESCO QQQ TRUST SERIES 1QQQ8 funds$143.4M
TESLA INCTSLA8 funds$124.8M
ISHARES CORE S&P 500 ETFIVV8 funds$45.0M
VANGUARD TOTAL STOCK MKT ETFVTI8 funds$38.2M
ISHARES CORE MSCI EMERGINGIEMG7 funds$636.9M
APPLE INCAAPL7 funds$379.6M
MICROSOFT CORPMSFT7 funds$259.3M
AMAZON.COM INCAMZN7 funds$194.3M
JPMORGAN CHASE & COJPM7 funds$126.4M

Ranked by how many of SPYC's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

10 funds-3 since Q3 2024
01326Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $38.8M

Share classes

Class13F holdersValue held
CTAmc199 funds$907.6M
MTBAcommon127 funds$892.3M
AGGHUIT EXCHANGE TRADED80 funds$339.5M
CDXHIGH YIELD PLUS75 funds$267.8M
BUCKTREASURY OPT INC73 funds$201.4M
HEQTMF Closed and MF Open69 funds$190.5M
TUASHORT TERM TREA67 funds$423.4M
SVOLmc62 funds$54.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for SPYC

Browse more

Build

Ask your agent what changed in SPYC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SPYC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SPYC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SPYC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.