Skip to content

SPBC SIMPLIFY EXCHANGE TRADED FUN

Follow

SIMPLIFY US EQT (fund)

20 managers (20 13F filers) reported a position in SPBC shares at 2026-06-30, 422,428 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
20
13F filers
20
New
5
Added
4
Reduced
8
Sold out
4
Shares held by filers
422,428

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC148,080$6.99M<0.01%+3,40013F-HRTimeline
Professional Financial Advisors, LLC130,926$6.18M1.07%+3,74213F-HRTimeline
SFG Wealth Management, LLC.29,425$1.39M0.5%-19113F-HRTimeline
Chicago Partners Investment Group LLC26,319$1.24M0.02%-2,85713F-HRTimeline
Total Clarity Wealth Management, Inc.23,086$1.09M0.21%+2,06713F-HRTimeline
FLOW TRADERS U.S. LLC21,866$1.03M0.04%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC11,671$557K0.07%new13F-HRTimeline
Private Advisor Group, LLC8,517$402K<0.01%-48,69713F-HRTimeline
Worth Asset Management, LLC8,397$396K0.13%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,567$310K<0.01%-16,51913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,528$167K<0.01%-5,54513F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,052$96.8K<0.01%+1,88013F-HRTimelineGroup
NewEdge Advisors, LLC1,228$58K<0.01%-13,03113F-HRTimeline
PRIVATE TRUST CO NA303$14.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO226$10.6K<0.01%-12013F-HRTimelineGroup
Larson Financial Group LLC115$5.44K<0.01%013F-HRTimeline
Asset Planning,Inc82$3.87K<0.01%new13F-HRTimeline
MRP Capital Investments, LLC30$1.42K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7$330<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3$172<0.01%-213F-HRTimelineGroup