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 1.45 Million shares, which have been reported (via 13F filing form) to have a value of $62.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
764,678
shares
|
$32.8 Million
0.18% of portfolio
|
Q2 2025
Added 1300.18%
|
|
|
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 |
Aug 12, 2025 Q2 2025 |
223,822
shares
|
$9.61 Million
0.0% of portfolio
|
Q2 2025
Added 21.14%
|
|
|
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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
26,109
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 55.59%
|
|
|
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
|
Aug 14, 2025 Q2 2025 |
15,893
shares
|
$682,604
0.0% of portfolio
|
Q2 2025
Added 31.66%
|
|
|
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
|
Aug 18, 2025 Q2 2025 |
5,796
shares
|
$248,938
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,828
shares
|
$78,512
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
1,467
shares
|
$63,007
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,290
shares
|
$55,405
0.0% of portfolio
|
Q2 2025
Reduced 25.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
500
shares
|
$21,475
0.0% of portfolio
|
Q2 2025
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%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|