SIMPLIFY EXCHANGE TRADED FUN (SPYC): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

SIMPLIFY EXCHANGE TRADED FUN (SPYC)

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

Smart Money Signals — SPYC

Based on 24 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their SPYC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 89% of 3.0Y peak

89% of all-time peak

24 funds currently hold this stock — 89% of the 3.0-year high of 27 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.

🟡

Slight buying edge — 54% buying

13 buying11 selling

Last quarter: 13 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 11 → 3 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 33% long-term, 38% new

■ 33% conviction (2yr+) ■ 29% medium ■ 38% new

Of the 24 current holders: 8 (33%) held >2 years, 7 held 1–2 years, and 9 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

8 → 3 → 11 → 3 → 4 new funds/Q

New funds entering each quarter: 3 → 11 → 3 → 4. 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.

🌱

Early stage — 58% of holders entered in last year

■ 33% veterans ■ 8% 1-2yr ■ 58% new

Of 24 current holders: 14 (58%) entered in the past year, only 8 (33%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds

3 of 24 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.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	24	26	-7.69%
13F Shares	2M	2M	3.98%
Total Value	$82M	$78M	4.52%
New Positions	4	3	+1
Increased Positions	9	7	+2
Closed Positions	6	4	+2
Reduced Positions	5	10	-5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-7.69%

13F Shares

3.98%

Total Value

$82M

$78M

4.52%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

24 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 12 institutional holders of SPYC — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Austin Wealth Management, LLC	6.04%	667,270	$26.6M
2	EVOLUTION WEALTH MANAGEMENT INC.	2.96%	102,699	$4.1M
3	Noble Wealth Management PBC	0.29%	14,519	$573K
4	Financial Enhancement Group LLC	0.18%	33,791	$1.5M
5	HOWARD BAILEY SECURITIES, LLC	0.17%	10,636	$420K
6	B.O.S.S. Retirement Advisors, LLC	0.14%	11,269	$445K
7	Elevated Capital Advisors, LLC	0.13%	12,883	$509K
8	Fiduciary Alliance LLC	0.03%	12,700	$540K
9	Networth Advisors, LLC	0.01%	453	$18K
10	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	68,463	$2.7M
11	IFP Advisors, Inc	0.00%	35	$1K
12	HANTZ FINANCIAL SERVICES, INC.	0.00%	17	—

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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their SPYC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SPYC?

Slight buying edge — 54% buying: Last quarter: 13 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SPYC holders?

Smaller funds dominant — 1% AUM from top-100: 3 of 24 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 — 33% long-term, 38% new: Of the 24 current holders: 8 (33%) held >2 years, 7 held 1–2 years, and 9 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.

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

Selling streak — 2 quarters in a row

High ownership — 89% of 3.0Y peak

Steady growth — +20% more funds vs a year ago

Slight buying edge — 54% buying

Steady new buyers — ~4 new funds per quarter

Mixed — 33% long-term, 38% new

Saturation — most institutions already know this story

Early stage — 58% of holders entered in last year

Smaller funds dominant — 1% AUM from top-100

Hedge Fund Ownership: SPYC

Market Analysis: SPYC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SPYC

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!