Public ownership evidence

Simplify US Equity PLUS Convexity ETF (SPYC) Ownership Disclosures

Read SPYC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Simplify US Equity PLUS Convexity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
7,309
Value (USD)
$333,872
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000853758-26-000016
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SPYC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SPYC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-207,309$333,872None
Modern Wealth Management, LLC2026-06-302026-08-155,556$253,802None
ENTREWEALTH, LLC2026-06-302026-08-15252,239$11,898,629None
IFG Advisory, LLC2026-06-302026-08-152,307$105,387None
OSAIC HOLDINGS, INC.2026-06-302026-08-1517$776None
UBS Group AG2026-06-302026-08-14172$7,857None
Creative Planning2026-06-302026-08-145,527$252,477None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14842$38,463None
MORGAN STANLEY2026-06-302026-08-142$96None
Montgomery Financial Services LLC2026-06-302026-08-131,304$59,568None
Integrated Wealth Concepts LLC2026-06-302026-08-13326,617$14,919,910None
Aptus Capital Advisors, LLC2026-06-302026-08-134,178$190,854None
BANK OF MONTREAL /CAN/2026-06-302026-08-13850$23,797None
JPMORGAN CHASE & CO2026-06-302026-08-13290$13,101None
Integrated Wealth Management2026-06-302026-08-124,759$217,405None
Manhattan West Asset Management, LLC2026-06-302026-08-1214,371$656,510None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-127,309$333,872None
HOWARD BAILEY SECURITIES, LLC2026-06-302026-08-1110,461$477,854None
TOUNJIAN ADVISORY PARTNERS, LLC2026-06-302026-08-083,726$170,209None
BlackRock, Inc.2026-06-302026-08-083,132$143,072None
Kingdom Financial Group LLC.2026-06-302026-08-081,506$68,795None
Lloyd Advisory Services, LLC.2026-06-302026-08-0834,274$1,565,658None
LPL Financial LLC2026-06-302026-08-0812,480$570,095None
Geneos Wealth Management Inc.2026-06-302026-08-0743$1,942None
Elevated Capital Advisors, LLC2026-06-302026-08-0412,022$549,180None
AE Wealth Management LLC2026-06-302026-08-0445$2,066None
AE Wealth Management LLC2026-06-302026-08-04805$36,772None
AE Wealth Management LLC2026-06-302026-08-0490$4,111None
AE Wealth Management LLC2026-06-302026-08-04254$11,603None
AE Wealth Management LLC2026-06-302026-08-0422$1,005None
AE Wealth Management LLC2026-06-302026-08-04120$5,482None
AE Wealth Management LLC2026-06-302026-08-0413$594None
AE Wealth Management LLC2026-06-302026-08-0422,895$1,045,848None
AE Wealth Management LLC2026-06-302026-08-0411$502None
AE Wealth Management LLC2026-06-302026-08-0462$2,832None
AE Wealth Management LLC2026-06-302026-08-04111,333$5,085,789None
AE Wealth Management LLC2026-06-302026-08-0425$1,142None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-047,600$347,173None
ASSETMARK, INC2026-06-302026-07-319$411None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-30258,822$11,823,180None
Quest 10 Wealth Builders, Inc.2026-06-302026-07-25140$6,395None
Networth Advisors, LLC2026-06-302026-07-23444$20,288None
Austin Wealth Management, LLC2026-06-302026-07-23679,990$30,638,699None
EVOLUTION WEALTH MANAGEMENT INC.2026-06-302026-07-22108,823$4,971,111None
B.O.S.S. Retirement Advisors, LLC2026-06-302026-07-2111,039$504,287None
Fiduciary Alliance LLC2026-06-302026-07-2112,719$581,009None
Decker Retirement Planning Inc.2026-06-302026-07-17105$4,796None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Modern Wealth Management, LLC ↗ENTREWEALTH, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗UBS Group AG ↗Creative Planning ↗O'SHAUGHNESSY ASSET MANAGEMENT, LLC ↗MORGAN STANLEY ↗Montgomery Financial Services LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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