15 institutions reported holding $57.7M of SIMPLIFY EXCHANGE TRADED FUN (SPYC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Austin Wealth Management, LLC ($30.6M), COMMONWEALTH EQUITY SERVICES, LLC ($11.8M), AE Wealth Management LLC ($6.2M), EVOLUTION WEALTH MANAGEMENT INC. ($5.0M), Financial Enhancement Group LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Austin Wealth Management, LLC | $30.6M | 679,990 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $11.8M | 258,822 | Added |
| 3 | AE Wealth Management LLC | $6.2M | 135,675 | Trimmed |
| 4 | EVOLUTION WEALTH MANAGEMENT INC. | $5.0M | 108,823 | Added |
| 5 | Financial Enhancement Group LLC | $1.5M | 32,796 | Trimmed |
| 6 | Noble Wealth Management PBC | $606,594 | 13,279 | Trimmed |
| 7 | Fiduciary Alliance LLC | $581,009 | 12,719 | Added |
| 8 | Elevated Capital Advisors, LLC | $549,180 | 12,022 | Trimmed |
| 9 | B.O.S.S. Retirement Advisors, LLC | $504,287 | 11,039 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $347,173 | 7,600 | New |
| 11 | Networth Advisors, LLC | $20,288 | 444 | Trimmed |
| 12 | Quest 10 Wealth Builders, Inc. | $6,395 | 140 | Trimmed |
| 13 | Decker Retirement Planning Inc. | $4,796 | 105 | New |
| 14 | ASSETMARK, INC | $411 | 9 | Trimmed |
| 15 | IFP Advisors, Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30