Purchases and Sales Made in Q2 2025 in Simplify Exch Trad Fds Simplif (SPBC)
This table provides information about the institutional ownership of Simplify Exch Trad Fds Simplif (SPBC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
710K+ 1300.18% |
$22.8M - $29.4M
|
765K
$33.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
273KNew |
$8.77M - $11.3M
|
273K
$12.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.9KNew |
$1.57M - $2.03M
|
48.9K
$2.17M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41K+ 157.12% |
$1.32M - $1.7M
|
67.1K
$2.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.1K+ 21.14% |
$1.25M - $1.62M
|
224K
$9.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.66K+ 30.32% |
$310K - $400K
|
41.5K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.75K+ 33.75% |
$152K - $197K
|
18.8K
$834K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.82K+ 31.66% |
$123K - $158K
|
15.9K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.83KNew |
$58.6K - $75.8K
|
1.83K
$81.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
500New |
$16K - $20.7K
|
500
$22.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
101+ 50.25% |
$3.24K - $4.19K
|
302
$13.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-445- 25.65% |
$14.3K - $18.4K
|
1.29K
$57.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-2.7K- 13.46% |
$86.6K - $112K
|
17.3K
$769K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.05K- 44.37% |
$162K - $209K
|
6.33K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.7K- 55.59% |
$1.05M - $1.35M
|
26.1K
$1.16M
|