SPYC

Simplify Us Equity Plus Conv

Latest period2026 - Q1Total superinvestors31

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 31 superinvestors own shares of Simplify Us Equity Plus Conv (SPYC), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Simplify Us Equity Plus Conv (SPYC), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Simplify Us Equity Plus Conv (SPYC) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Simplify Us Equity Plus Conv (SPYC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Derek Ripp@Austin Wealth Management, Llc
Recent Activity
Decreased -26.25%
6.05%
$26.616M
667,270 shares@ 39.89 avg price
Ann L. Swartz@Integrated Wealth Concepts Llc
Recent Activity
Decreased -9.52%
0.1%
$11.567M
293,039 shares@ 39.48 avg price
Jeffrey Socha@Entrewealth, Llc
Recent Activity
Increased 4.28%
4.21%
$9.375M
237,502 shares@ 39.48 avg price
Shawn Scholz@Ae Wealth Management Llc
Recent Activity
Increased 41.13%
0.04%
$7.2M
182,401 shares@ 39.48 avg price
KURT TRAULSEN@Evolution Wealth Management Inc.
Recent Activity
Increased 37.01%
2.97%
$4.054M
102,699 shares@ 39.48 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Decreased -2.68%
0.01%
$2.702M
68,463 shares@ 39.48 avg price
Donald E. Hodson@Financial Enhancement Group Llc
Recent Activity
Decreased -0.17%
0.19%
$1.458M
33,791 shares@ 43.14 avg price
Daniel Newman@Noble Wealth Management Pbc
Recent Activity
Decreased -0.68%
0.29%
$573,095
14,519 shares@ 39.48 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
New Position
0.13%
$508,533
12,883 shares@ 39.48 avg price
Susan Harvell@Fiduciary Alliance Llc
Recent Activity
Decreased -0.72%
0.04%
$540,111
12,700 shares@ 42.53 avg price

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