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 19 institutions that hold shares in the stock, with a total of 747,677 shares, which have been reported (via 13F filing form) to have a value of $30.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
247,130
shares
|
$9.99 Million
0.05% of portfolio
|
Q4 2024
Reduced 30.92%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
227,329
shares
|
$9.19 Million
4.79% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
103,341
shares
|
$4.18 Million
0.0% of portfolio
|
Q4 2024
Added 86.82%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
34,116
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Added 165.74%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
31,925
shares
|
$1.29 Million
0.42% of portfolio
|
Q4 2024
Reduced 60.06%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
22,010
shares
|
$890,084
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
21,530
shares
|
$870,673
0.0% of portfolio
|
Q4 2024
Added 165.64%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
16,919
shares
|
$684,204
0.37% of portfolio
|
Q4 2024
Added 73.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
15,596
shares
|
$630,702
0.0% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
14,271
shares
|
$577,119
0.0% of portfolio
|
Q3 2024
Added 44.25%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
9,682
shares
|
$391,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,535
shares
|
$62,075
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,467
shares
|
$59,325
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
551
shares
|
$22,282
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
201
shares
|
$8,128
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
33
shares
|
$1,334
0.0% of portfolio
|
Q3 2024
Reduced 97.7%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
30
shares
|
$1,213
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
11
shares
|
$444
0.0% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|