Skip to content

SPBC SIMPLIFY EXCHANGE TRADED FUN

Follow

SIMPLIFY US EQT (fund)

20 managers (20 13F filers) reported a position in SPBC shares at 2026-03-31, 753,022 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
20
13F filers
20
New
5
Added
3
Reduced
8
Sold out
7
Shares held by filers
753,022

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CWM, LLCin group CWM, LLC271,272$11.3M0.03%-8,25313F-HRTimelineGroup
LPL Financial LLC144,680$6.02M<0.01%-28,56513F-HRTimeline
Professional Financial Advisors, LLC127,184$5.29M1.08%new13F-HRTimeline
Private Advisor Group, LLC57,214$2.38M0.01%+49813F-HRTimeline
Chicago Partners Investment Group LLC29,176$1.35M0.03%-48113F-HRTimeline
SFG Wealth Management, LLC.29,616$1.23M0.51%-70,78513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,086$960K<0.01%+12,97113F-HRTimelineGroup
Total Clarity Wealth Management, Inc.21,019$874K0.21%-27,46113F-HRTimeline
NewEdge Advisors, LLC14,259$593K<0.01%+1,81113F-HR/ATimeline
OLD MISSION CAPITAL LLC10,141$422K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,073$377K<0.01%-38,94513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,196$341K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,111$296K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO346$14K<0.01%013F-HR/ATimelineGroup
PRIVATE TRUST CO NA303$12.6K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG172$7.15K<0.01%-8613F-HRTimelineGroup
Larson Financial Group LLC115$4.79K<0.01%013F-HRTimeline
MRP Capital Investments, LLC30$1.25K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24$1K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5$225<0.01%-113F-HRTimelineGroup