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SPBC SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY US EQT (fund)

19 managers (19 13F filers) reported a position in SPBC shares at 2025-03-31, 530,813 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
19
13F filers
19
New
2
Added
6
Reduced
6
Sold out
3
Shares held by filers
530,813

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC184,756$6.71M<0.01%+81,41513F-HRTimeline
SFG Wealth Management, LLC.102,878$3.74M1.82%-124,45113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,792$2.13M<0.01%+44,19313F-HRTimelineGroup
Private Advisor Group, LLC54,613$1.98M0.01%-192,51713F-HRTimeline
Total Clarity Wealth Management, Inc.31,868$1.23M0.4%-5713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,711$752K<0.01%+8,32413F-HRTimelineGroup
Ferguson Shapiro LLC20,048$728K0.27%-1,96213F-HRTimeline
Chicago Partners Investment Group LLC14,067$524K0.02%+4,38513F-HRTimeline
OLD MISSION CAPITAL LLC12,071$438K0.01%-9,45913F-HRTimeline
Worth Asset Management, LLC11,376$413K0.23%-5,54313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,289$374K<0.01%+3113F-HRTimeline
ARQ WEALTH ADVISORS, LLC5,796$210K0.08%new13F-HRTimeline
NewEdge Advisors, LLC1,735$63K<0.01%+20013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,467$53.3K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA201$7.3K<0.01%013F-HRTimeline
Larson Financial Group LLC114$4.14K<0.01%new13F-HRTimeline
MRP Capital Investments, LLC30$1.09K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$58<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.