Simplify Exchange Traded Funds (SPYC)

Management Company · ARCX · Series S000069152 · View on SEC EDGAR ↗

Holdings data is not available for this fund yet.

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Fund flows (SEC-reported)

Last month (Mar 2026)
-$67K
Quarter ending Mar 2026
+$2.1M
Trailing 12 months
+$23.9M

Apr 2025 – Mar 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 12 holdings

NameCUSIP Value % Balance Category Country
iShares Trust 464287200 $89.5M 99.60 137,015 EC US
THE OPTIONS CLEARING CORPORATION $268K 0.30 73 DE US
THE OPTIONS CLEARING CORPORATION $76K 0.08 42 DE US
DREYFUS TRSY OBLIG CASH M $63K 0.07 62,765 STIV US
THE OPTIONS CLEARING CORPORATION $28K 0.03 30 DE US
THE OPTIONS CLEARING CORPORATION $14K 0.02 10 DE US
THE OPTIONS CLEARING CORPORATION $2K 0.00 49 DE US
THE OPTIONS CLEARING CORPORATION $1K 0.00 25 DE US
THE OPTIONS CLEARING CORPORATION $780 0.00 24 DE US
THE OPTIONS CLEARING CORPORATION $360 0.00 8 DE US
THE OPTIONS CLEARING CORPORATION $335 0.00 67 DE US
THE OPTIONS CLEARING CORPORATION -$59K -0.07 -83 DE US

Institutional owners (13F) 39 filers

Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
Austin Wealth Management, LLC $30,638,699 36.54% 679,990 Shares June 30, 2026
Integrated Wealth Concepts LLC $14,919,910 17.80% 326,617 Shares June 30, 2026
ENTREWEALTH, LLC $11,898,629 14.19% 252,239 Shares June 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC $11,823,180 14.10% 258,822 Shares June 30, 2026
EVOLUTION WEALTH MANAGEMENT INC. $4,971,111 5.93% 108,823 Shares June 30, 2026
Lloyd Advisory Services, LLC. $1,565,658 1.87% 34,274 Shares June 30, 2026
Financial Enhancement Group LLC $1,498,149 1.79% 32,796 Shares June 30, 2026
Manhattan West Asset Management, LLC $656,510 0.78% 14,371 Shares June 30, 2026
Noble Wealth Management PBC $606,594 0.72% 13,279 Shares June 30, 2026
Fiduciary Alliance LLC $581,009 0.69% 12,719 Shares June 30, 2026
LPL Financial LLC $570,095 0.68% 12,480 Shares June 30, 2026
Elevated Capital Advisors, LLC $549,180 0.66% 12,022 Shares June 30, 2026
B.O.S.S. Retirement Advisors, LLC $504,287 0.60% 11,039 Shares June 30, 2026
HOWARD BAILEY SECURITIES, LLC $477,854 0.57% 10,461 Shares June 30, 2026
ENVESTNET ASSET MANAGEMENT INC $347,173 0.41% 7,600 Shares June 30, 2026
MERCER GLOBAL ADVISORS INC /ADV $333,872 0.40% 7,309 Shares June 30, 2026
Modern Wealth Management, LLC $253,802 0.30% 5,556 Shares June 30, 2026
Creative Planning $252,477 0.30% 5,527 Shares June 30, 2026
H D Vest Advisory Services $230,217 0.27% 5,572 Shares June 30, 2025
Integrated Wealth Management $217,405 0.26% 4,759 Shares June 30, 2026
Aptus Capital Advisors, LLC $190,854 0.23% 4,178 Shares June 30, 2026
TOUNJIAN ADVISORY PARTNERS, LLC $170,209 0.20% 3,726 Shares June 30, 2026
CWM, LLC $145,099 0.17% 3,676 Shares March 31, 2026
BlackRock, Inc. $143,072 0.17% 3,132 Shares June 30, 2026
IFG Advisory, LLC $105,387 0.13% 2,307 Shares June 30, 2026
Kingdom Financial Group LLC. $68,795 0.08% 1,506 Shares June 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $38,463 0.05% 842 Shares June 30, 2026
BANK OF MONTREAL /CAN/ $23,797 0.03% 850 Shares June 30, 2026
Networth Advisors, LLC $20,288 0.02% 444 Shares June 30, 2026
JPMORGAN CHASE & CO $13,101 0.02% 290 Shares June 30, 2026
UBS Group AG $7,857 0.01% 172 Shares June 30, 2026
Quest 10 Wealth Builders, Inc. $6,395 0.01% 140 Shares June 30, 2026
Decker Retirement Planning Inc. $4,796 0.01% 105 Shares June 30, 2026
Geneos Wealth Management Inc. $1,942 0.00% 43 Shares June 30, 2026
AE Wealth Management LLC $1,142 0.00% 25 Shares June 30, 2026
OSAIC HOLDINGS, INC. $776 0.00% 17 Shares June 30, 2026
ASSETMARK, INC $411 0.00% 9 Shares June 30, 2026
Pineridge Advisors LLC $301 0.00% 7 Shares Sept. 30, 2025
MORGAN STANLEY $96 0.00% 2 Shares June 30, 2026

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