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SPBC SIMPLIFY EXCHANGE TRADED FUN

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SIMPLIFY US EQT (fund)

22 managers (22 13F filers) reported a position in SPBC shares at 2025-12-31, 806,528 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
3
Added
7
Reduced
7
Sold out
2
Shares held by filers
806,528

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CWM, LLCin group CWM, LLC279,525$12.5M0.03%+5,36213F-HRTimelineGroup
LPL Financial LLC173,245$7.75M<0.01%-221,19213F-HRTimeline
SFG Wealth Management, LLC.100,401$4.49M1.76%+1,13213F-HRTimeline
Private Advisor Group, LLC56,716$2.54M0.01%-370,86413F-HRTimeline
Total Clarity Wealth Management, Inc.48,480$2.17M0.52%+7,96213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,018$2.15M<0.01%-2,68413F-HRTimelineGroup
Chicago Partners Investment Group LLC29,657$1.34M0.03%+74713F-HRTimeline
Worth Asset Management, LLC15,723$703K0.3%-1,97913F-HRTimeline
NewEdge Advisors, LLC12,448$557K<0.01%+3,03013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,586$518K<0.01%-11,69913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,115$452K<0.01%new13F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC7,263$325K0.09%+80313F-HRTimeline
FLOW TRADERS U.S. LLC5,857$262K0.01%new13F-HRTimeline
WJ Wealth Management, LLC4,939$221K0.1%-43,98013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,467$65.6K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO346$15.5K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA303$13.6K<0.01%+113F-HRTimeline
UBS Group AGin group UBS Group AG258$11.5K<0.01%-4713F-HRTimelineGroup
Larson Financial Group LLC115$5.13K<0.01%013F-HRTimeline
MRP Capital Investments, LLC30$1.34K<0.01%013F-HRTimeline
High Point Wealth Management, LLC30$1.34K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6$299<0.01%013F-HR/ATimelineGroup