Purchases and Sales Made in Q3 2025 in Simplify Exch Trad Fds Simplif (SPBC)
This table provides information about the institutional ownership of Simplify Exch Trad Fds Simplif (SPBC) during Q3 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRAD FDS SIMPLIF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
171K+ 76.23% |
$7.05M - $7.66M
|
394K
$17.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
99.3KNew |
$4.1M - $4.46M
|
99.3K
$4.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
61.5KNew |
$2.54M - $2.76M
|
61.5K
$2.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.3KNew |
$962K - $1.05M
|
23.3K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
11.4K+ 179.7% |
$470K - $511K
|
17.7K
$784K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.1K+ 53.66% |
$417K - $453K
|
28.9K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.13K+ 630.08% |
$336K - $365K
|
9.42K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.87KNew |
$325K - $353K
|
7.87K
$348K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.28KNew |
$218K - $237K
|
5.28K
$234K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
687+ 0.25% |
$28.4K - $30.8K
|
274K
$12.1M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
664+ 11.46% |
$27.4K - $29.8K
|
6.46K
$286K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6New |
$248 - $269
|
6
$266
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.88% |
$41.3 - $44.9
|
115
$5.09K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.01K- 2.43% |
$41.8K - $45.4K
|
40.5K
$1.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.52K- 83.32% |
$62.9K - $68.4K
|
305
$13.5K
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-12.6K- 20.5% |
$521K - $566K
|
48.9K
$2.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.4K- 24.47% |
$679K - $738K
|
50.7K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-337K- 44.08% |
$13.9M - $15.1M
|
428K
$18.9M
|
|