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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 2025-06-30, 1,489,235 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
19
13F filers
19
New
4
Added
7
Reduced
3
Sold out
4
Shares held by filers
1,489,235

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Private Advisor Group, LLC764,678$31.7M0.17%+710,06513F-HRTimeline
CWM, LLCin group CWM, LLC273,476$11.3M0.04%new13F-HRTimelineGroup
LPL Financial LLC223,822$9.28M<0.01%+39,06613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.67,132$2.78M<0.01%+8,34013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,886$2.03M<0.01%new13F-HRTimelineGroup
Total Clarity Wealth Management, Inc.41,529$1.72M0.49%+9,66113F-HRTimeline
Chicago Partners Investment Group LLC18,814$806K0.02%+4,74713F-HRTimeline
Ferguson Shapiro LLC17,349$719K0.24%-2,69913F-HRTimeline
OLD MISSION CAPITAL LLC15,893$659K0.02%+3,82213F-HRTimeline
Worth Asset Management, LLC6,329$262K0.13%-5,04713F-HRTimeline
ARQ WEALTH ADVISORS, LLC5,796$210K0.07%013F-HRTimeline
UBS Group AGin group UBS Group AG1,828$75.8K<0.01%new13F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC1,467$60.8K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1,290$53.5K<0.01%-44513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA500$21K<0.01%new13F-HR/ATimelineGroup
PRIVATE TRUST CO NA302$12.5K<0.01%+10113F-HRTimeline
Larson Financial Group LLC114$4.74K<0.01%013F-HRTimeline
MRP Capital Investments, LLC30$1.24K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.