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 20 institutions that hold shares in the stock, with a total of 746,782 shares, which have been reported (via 13F filing form) to have a value of $32.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
273,476
shares
|
$11.7 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
184,756
shares
|
$7.94 Million
0.0% of portfolio
|
Q1 2025
Added 78.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
58,792
shares
|
$2.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 75.17%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
54,613
shares
|
$2.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 77.9%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
48,886
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
41,529
shares
|
$1.78 Million
0.52% of portfolio
|
Q2 2025
Added 30.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
20,711
shares
|
$889,537
0.0% of portfolio
|
Q1 2025
Added 67.2%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
18,814
shares
|
$808,061
0.02% of portfolio
|
Q2 2025
Added 33.75%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
17,349
shares
|
$745,139
0.37% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
12,071
shares
|
$518,449
0.0% of portfolio
|
Q1 2025
Reduced 43.93%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,329
shares
|
$271,830
0.14% of portfolio
|
Q2 2025
Reduced 44.37%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,796
shares
|
$248,938
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,735
shares
|
$74,518
0.0% of portfolio
|
Q1 2025
Added 13.03%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
1,467
shares
|
$63,007
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
302
shares
|
$12,970
0.0% of portfolio
|
Q2 2025
Added 50.25%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
114
shares
|
$4,896
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
30
shares
|
$1,288
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
11
shares
|
$472
0.0% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$42
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|