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SPBC SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY US EQT (fund)

20 managers (20 13F filers) reported a position in SPBC shares at 2025-09-30, 1,436,733 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
20
13F filers
20
New
6
Added
7
Reduced
4
Sold out
4
Shares held by filers
1,436,733

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC427,580$19.2M0.09%-337,09813F-HRTimeline
LPL Financial LLC394,437$17.7M0.01%+170,61513F-HRTimeline
CWM, LLCin group CWM, LLC274,163$12.3M0.04%+68713F-HRTimelineGroup
SFG Wealth Management, LLC.99,269$4.45M1.93%new13F-HRTimeline
WJ Wealth Management, LLC48,919$2.23M0.98%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,702$2.2M<0.01%-16,43013F-HRTimelineGroup
Total Clarity Wealth Management, Inc.40,518$1.82M0.48%-1,01113F-HRTimeline
Chicago Partners Investment Group LLC28,910$1.33M0.03%+10,09613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,285$1.04M<0.01%new13F-HRTimelineGroup
Worth Asset Management, LLC17,702$794K0.36%+11,37313F-HRTimeline
NewEdge Advisors, LLC9,418$422K<0.01%+8,12813F-HRTimeline
HRT FINANCIAL LP7,865$352K<0.01%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC6,460$290K0.09%+66413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,280$237K<0.01%new13F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC1,467$65.8K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG305$13.7K<0.01%-1,52313F-HRTimelineGroup
PRIVATE TRUST CO NA302$13.6K<0.01%013F-HRTimeline
Larson Financial Group LLC115$5.14K<0.01%+113F-HRTimeline
MRP Capital Investments, LLC30$1.24K<0.01%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY6$291<0.01%new13F-HR/ATimelineGroup