Simplify Exchange Traded Fun (SPYC): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Simplify Exchange Traded Fun (SPYC) following the 2026 Q1 hedge fund 13F filings?

As of today, SPYC has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SPYC gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Simplify Exchange Traded Fun (SPYC)

31 + Investors. Track Smart Money conviction in SPYC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SPYC

Based on 31 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added SPYC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

31 hedge funds hold SPYC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +72% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+72% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.

🟠

More sellers than buyers — 40% buying

12 buying18 selling

Last quarter: 18 funds reduced or exited vs 12 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 16 → 4 → 5 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 35% long-term, 26% new

■ 35% conviction (2yr+) ■ 39% medium ■ 26% new

Of the 31 current holders: 11 (35%) held >2 years, 12 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

⚠️

Saturation — most institutions already know this story

3 → 16 → 4 → 5 → 6 new funds/Q

New funds entering each quarter: 16 → 4 → 5 → 6. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

📊

Mixed cohorts — 32% veterans, 48% new entrants

■ 32% veterans ■ 19% 1-2yr ■ 48% new

Of 31 current holders: 10 (32%) held 2+ years, 6 held 1–2 years, 15 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds

3 of 31 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	31	28	10.71%
13F Shares	2M	2M	-11.25%
Total Value	$68M	$83M	-17.96%
New Positions	6	5	+1
Increased Positions	6	10	-4
Closed Positions	3	7	-4
Reduced Positions	15	7	+8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

10.71%

13F Shares

-11.25%

Total Value

$68M

$83M

-17.96%

New Positions

Increased Positions

-4

Closed Positions

-4

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

31 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SPYC. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SPYC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Austin Wealth Management, LLC	6.04%	667,270	$26.6M
2	Entrewealth, LLC	4.20%	237,502	$9.4M
3	Evolution Wealth Management INC.	2.96%	102,699	$4.1M
4	Noble Wealth Management PBC	0.29%	14,519	$573K
5	Financial Enhancement Group LLC	0.18%	33,791	$1.5M
6	Howard Bailey Securities, LLC	0.17%	10,636	$420K
7	B.O.S.S. Retirement Advisors, LLC	0.14%	11,269	$445K
8	Elevated Capital Advisors, LLC	0.13%	12,883	$509K
9	Integrated Wealth Concepts LLC	0.09%	293,039	$11.6M
10	AE Wealth Management LLC	0.04%	182,401	$7.2M
11	Fiduciary Alliance LLC	0.03%	12,700	$540K
12	Kingdom Financial Group LLC.	0.02%	1,630	$64K
13	Lloyd Advisory Services, LLC.	0.02%	1,630	$64K
14	Quest 10 Wealth Builders, Inc.	0.02%	505	$20K
15	Networth Advisors, LLC	0.01%	453	$18K
16	Old Mission Capital LLC	0.01%	11,282	$445K
17	Capital Group Private Client Services, Inc.	0.00%	6,540	$258K
18	Modern Wealth Management, LLC	0.00%	5,556	$221K
19	Commonwealth Equity Services, LLC	0.00%	68,463	$2.7M
20	Aptus Capital Advisors, LLC	0.00%	2,558	$101K
21	Mercer Global Advisors Inc /Adv	0.00%	10,541	$416K
22	Cwm, LLC	0.00%	3,676	$145K
23	LPL Financial LLC	0.00%	11,328	$447K
24	Geneos Wealth Management Inc.	0.00%	42	$2K
25	IFP Advisors, Inc	0.00%	35	$1K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (SPYC)

What does the Smart Money Trend signal show for SPYC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SPYC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SPYC?

More sellers than buyers — 40% buying: Last quarter: 18 funds reduced or exited vs 12 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SPYC holders?

Smaller funds dominant — 1% AUM from top-100: 3 of 31 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SPYC?

Mixed — 35% long-term, 26% new: Of the 31 current holders: 11 (35%) held >2 years, 12 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Simplify Exchange Traded Fun (SPYC) following the 2026 Q1 hedge fund 13F filings?

As of today, SPYC has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SPYC has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Simplify Exchange Traded Fun (SPYC)

Smart Money Signals — SPYC

Buying streak — 1 quarter in a row

At the ownership peak (97% of max)

Fast accumulation — +72% more funds vs a year ago

More sellers than buyers — 40% buying

Steady new buyers — ~6 new funds per quarter

Mixed — 35% long-term, 26% new

Saturation — most institutions already know this story

Mixed cohorts — 32% veterans, 48% new entrants

Smaller funds dominant — 1% AUM from top-100

Institutional Sentiment Summary — SPYC

Hedge Fund Ownership: SPYC

Market Analysis: SPYC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SPYC

Is It Too Late to Buy Simplify Exchange Traded Fun (SPYC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SPYC

Statistics: SPYC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Simplify Exchange Traded Fun (SPYC)

Welcome to 13Foresight!