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 530,824 shares, which have been reported (via 13F filing form) to have a value of $20.9 Million.
| 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
|
$7.29 Million
0.0% of portfolio
|
Q1 2025
Added 78.78%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
102,878
shares
|
$4.06 Million
1.92% of portfolio
|
Q1 2025
Reduced 54.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
58,792
shares
|
$2.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 75.17%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
54,613
shares
|
$2.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 77.9%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
31,868
shares
|
$1.26 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
20,711
shares
|
$817,256
0.0% of portfolio
|
Q1 2025
Added 67.2%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
20,048
shares
|
$791,094
0.46% of portfolio
|
Q1 2025
Reduced 8.91%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
14,067
shares
|
$555,083
0.02% of portfolio
|
Q1 2025
Added 45.29%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
12,071
shares
|
$476,321
0.0% of portfolio
|
Q1 2025
Reduced 43.93%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
11,376
shares
|
$448,896
0.25% of portfolio
|
Q1 2025
Reduced 32.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,289
shares
|
$406,003
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,796
shares
|
$228,710
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,735
shares
|
$68,463
0.0% of portfolio
|
Q1 2025
Added 13.03%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
1,467
shares
|
$57,887
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
201
shares
|
$7,931
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
114
shares
|
$4,498
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
30
shares
|
$1,183
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
11
shares
|
$434
0.0% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$39
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
|