Who Owns Simplify US Equity Plus Mnanag (SPYC)? -- Institutional Holders (2026-03-31)

67 institutions reported holding $4.93B of Simplify US Equity Plus Mnanag (SPYC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Simplify Asset Management Inc. ($4.61B), STATE OF WISCONSIN INVESTMENT BOARD ($104.3M), CWM, LLC ($90.4M), Austin Wealth Management, LLC ($26.6M), Legacy Wealth Managment, LLC/ID ($20.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Simplify Asset Management Inc.$4.61B46.3MAdded
2STATE OF WISCONSIN INVESTMENT BOARD$104.3M4.2MNew
3CWM, LLC$90.4M3.4MAdded
4Austin Wealth Management, LLC$26.6M667,270Trimmed
5Legacy Wealth Managment, LLC/ID$20.3M895,642Added
6Integrated Wealth Concepts LLC$11.6M293,039Trimmed
7ENTREWEALTH, LLC$9.4M237,502Added
8MATHER GROUP, LLC.$8.2M307,750New
9AE Wealth Management LLC$7.2M182,556Added
10COMMONWEALTH EQUITY SERVICES, LLC$4.7M142,465Added
11BNP PARIBAS FINANCIAL MARKETS$4.5M197,917New
12EVOLUTION WEALTH MANAGEMENT INC.$4.1M102,699Added
13Brookwood Investment Group LLC$3.1M145,395Added
14Professional Financial Advisors, LLC$2.1M76,807New
15Encompass More Asset Management$1.8M72,921New
16McIlrath & Eck, LLC$1.8M17,985Added
17Castleview Partners, LLC$1.6M71,008Added
18JANE STREET GROUP, LLC$1.6M26,417Trimmed
19Financial Enhancement Group LLC$1.5M33,791Trimmed
20SIMPLEX TRADING, LLC$1.4M96,600New
21ENVESTNET ASSET MANAGEMENT INC$1.2M52,876New
22PRINCIPAL SECURITIES, INC.$1.2M52,876New
23WEDBUSH SECURITIES INC$1.1M41,240Added
24Tidal Investments LLC$1.1M42,346New
25ABLES, IANNONE, MOORE & ASSOCIATES, INC.$888,9338,884Trimmed

Source: SEC Form 13F filings · as of 2026-03-31