Institutional Ownership Simplify Exch Trad Fds Simplif (SPBC)
This table provides information about the institutional ownership of Simplify Exch Trad Fds Simplif (SPBC). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 1.44 Million shares, which have been reported (via 13F filing form) to have a value of $63.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
427,580
shares
|
$18.9 Million
0.1% of portfolio
|
Q3 2025
Reduced 44.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
394,437
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2025
Added 76.23%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
274,163
shares
|
$12.1 Million
0.04% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
99,269
shares
|
$4.4 Million
2.11% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
50,702
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.47%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
48,919
shares
|
$2.17 Million
1.44% of portfolio
|
Q3 2025
Reduced 20.5%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
40,518
shares
|
$1.79 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
28,910
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2025
Added 53.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
23,285
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
17,702
shares
|
$784,021
0.41% of portfolio
|
Q3 2025
Added 179.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
9,418
shares
|
$417,123
0.0% of portfolio
|
Q3 2025
Added 630.08%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,865
shares
|
$348,340
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
6,460
shares
|
$286,113
0.09% of portfolio
|
Q3 2025
Added 11.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,280
shares
|
$233,851
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
1,467
shares
|
$64,973
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
305
shares
|
$13,508
0.0% of portfolio
|
Q3 2025
Reduced 83.32%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
302
shares
|
$13,375
0.0% of portfolio
|
Q2 2025
Added 50.25%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
115
shares
|
$5,093
0.0% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
30
shares
|
$1,328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
11
shares
|
$487
0.0% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
6
shares
|
$265
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|