We are live on ! Find out more
SPYC icon

Simplify US Equity PLUS Convexity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Austin Wealth Management
Texas
$33.5M +$3.62M +95,713 +13%
IWC
2
Integrated Wealth Concepts
Massachusetts
$9.5M -$641K -16,943 -7%
E
3
EntreWealth
Texas
$8.2M +$591K +15,632 +9%
AWM
4
AE Wealth Management
Kansas
$4.82M +$4.41M +116,592 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.57M -$109K -2,884 -3%
LAS
6
Lloyd Advisory Services
Georgia
$1.61M +$1.47M +38,978 New
FEG
7
Financial Enhancement Group
Indiana
$1.39M -$62.8K -1,660 -5%
BOSSRA
8
B.O.S.S. Retirement Advisors
Utah
$929K +$850K +22,486 New
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$902K -$1.6M -42,248 -66%
Citadel Advisors
10
Citadel Advisors
Florida
$643K +$221K +5,856 +60%
FA
11
Fiduciary Alliance
South Carolina
$569K -$20K -529 -4%
HBS
12
Howard Bailey Securities
Indiana
$508K +$465K +12,304 New
LPL Financial
13
LPL Financial
California
$507K +$127K +3,355 +38%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$303K +$9.61K +254 +4%
EWM
15
Evolution Wealth Management
Florida
$280K +$256K +6,782 New
LI
16
LifeWealth Investments
Florida
$250K +$228K +6,042 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$242K +$221K +5,852 New
AAS
18
Avantax Advisory Services
Texas
$230K +$211K +5,572 New
MWM
19
Modern Wealth Management
Kansas
$230K +$210K +5,556 New
BlackRock
20
BlackRock
New York
$129K
ACA
21
Aptus Capital Advisors
Alabama
$71K -$3.06K -81 -5%
Raymond James Financial
22
Raymond James Financial
Florida
$47.8K +$43.8K +1,157 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$32K -$7.56K -200 -21%
Wells Fargo
24
Wells Fargo
California
$27.6K +$22K +582 +677%
Q1WB
25
Quest 10 Wealth Builders
Virginia
$20.3K +$18.6K +492 New