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SPBC SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY US EQT (fund)

21 managers (21 13F filers) reported a position in SPBC shares at 2024-12-31, 772,799 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
21
13F filers
21
New
7
Added
7
Reduced
4
Sold out
2
Shares held by filers
772,799

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Private Advisor Group, LLC247,130$9.55M0.05%-110,59313F-HRTimeline
SFG Wealth Management, LLC.227,329$8.78M4.61%+4,05013F-HRTimeline
LPL Financial LLC103,341$3.99M<0.01%+48,02613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,116$1.32M<0.01%+21,27813F-HRTimelineGroup
Total Clarity Wealth Management, Inc.31,925$1.23M0.4%-48,01513F-HRTimeline
Ferguson Shapiro LLC22,010$850K0.31%new13F-HRTimeline
OLD MISSION CAPITAL LLC21,530$832K0.02%+13,42513F-HRTimeline
Worth Asset Management, LLC16,919$653K0.35%+7,13913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,599$564K<0.01%-77313F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,986$540K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,387$478K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,258$396K<0.01%new13F-HR/ATimeline
Chicago Partners Investment Group LLC9,682$377K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG4,342$168K<0.01%+4,30913F-HRTimelineGroup
NewEdge Advisors, LLC1,535$59.3K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,467$56.7K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA201$7.75K<0.01%+113F-HRTimeline
MRP Capital Investments, LLC30$1.16K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$49<0.01%new13F-HR/ATimelineGroup
Householder Group Estate & Retirement S…11$00%-10,60813F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.