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 18 institutions that hold shares in the stock, with a total of 773,781 shares, which have been reported (via 13F filing form) to have a value of $31.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
357,723
shares
|
$14.5 Million
0.08% of portfolio
|
Q3 2024
Added 537.23%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
227,329
shares
|
$9.24 Million
4.79% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
55,315
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
31,925
shares
|
$1.3 Million
0.42% of portfolio
|
Q4 2024
Reduced 60.06%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
22,010
shares
|
$894,926
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
16,919
shares
|
$687,926
0.37% of portfolio
|
Q4 2024
Added 73.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
15,372
shares
|
$625,025
0.0% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
14,271
shares
|
$580,258
0.0% of portfolio
|
Q3 2024
Added 44.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
12,838
shares
|
$521,993
0.0% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
9,682
shares
|
$393,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
8,105
shares
|
$329,549
0.01% of portfolio
|
Q3 2024
Reduced 40.93%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
1,467
shares
|
$59,648
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
551
shares
|
$22,403
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$8,131
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
33
shares
|
$1,341
0.0% of portfolio
|
Q3 2024
Reduced 97.7%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
30
shares
|
$1,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
11
shares
|
$447
0.0% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|