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 421,091 shares, which have been reported (via 13F filing form) to have a value of $15.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
184,756
shares
|
$6.75 Million
0.0% of portfolio
|
Q1 2025
Added 78.78%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
102,878
shares
|
$3.76 Million
1.92% of portfolio
|
Q1 2025
Reduced 54.74%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
54,613
shares
|
$2 Million
0.01% of portfolio
|
Q1 2025
Reduced 77.9%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
31,868
shares
|
$1.16 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
21,530
shares
|
$786,706
0.0% of portfolio
|
Q4 2024
Added 165.64%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
20,048
shares
|
$732,553
0.46% of portfolio
|
Q1 2025
Reduced 8.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
15,596
shares
|
$569,877
0.0% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,986
shares
|
$511,048
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,387
shares
|
$452,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
11,376
shares
|
$415,679
0.25% of portfolio
|
Q1 2025
Reduced 32.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,289
shares
|
$375,960
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
9,682
shares
|
$353,780
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,796
shares
|
$211,785
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,342
shares
|
$158,656
0.0% of portfolio
|
Q4 2024
Added 13057.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,535
shares
|
$56,088
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
1,467
shares
|
$53,604
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
201
shares
|
$7,344
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
114
shares
|
$4,165
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
30
shares
|
$1,096
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
11
shares
|
$401
0.0% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$36
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|