SPYC — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (SPYC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2024 Q3)
Avg. % of fund
0.01%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 70,352 -1,707 -2.4% 0.00% $3.0M $42.74
2025 Q3 REDUCED 72,059 -14,285 -16.5% 0.00% $3.1M $42.76
2025 Q2 REDUCED 86,344 -2,884 -3.2% 0.00% $3.6M $41.13
2025 Q1 REDUCED 89,228 -2,303 -2.5% 0.00% $3.1M $34.20
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPYC price (monthly, adj. close)

Other funds also holding SPYC

As of 2025 Q4 — sorted by position size

Austin Wealth Management, LLC 5.78% Lloyd Advisory Services, LLC. 3Y 0.67% Integrated Wealth Management 0.23% Financial Enhancement Group LLC 3Y 7Y 0.19% HOWARD BAILEY SECURITIES, LLC 0.19% Integrated Wealth Concepts LLC 3Y 7Y 0.16% Fiduciary Alliance LLC 3Y 0.04% AE Wealth Management LLC 3Y 7Y 0.03% Kingdom Financial Group LLC. 0.02% Modern Wealth Management, LLC 0.0%
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