Simplify Exchange Traded Fun (SPBC) institutional ownership
SIMPLIFY EXCHANGE TRADED FUN · 13F, 2026Q2
| Managers holding | 20 |
|---|---|
| Shares held | 422,428 |
| Reported value | $19.9m |
| Quarter flows | 5 new, 4 added, 8 trimmed, 5 exited |
Top 20 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| LPL Financial LLC | 148,080 | $7.0m | 0.0% |
| Professional Financial Advisors, LLC | 130,926 | $6.2m | 1.1% |
| SFG Wealth Management, LLC. | 29,425 | $1.4m | 0.5% |
| Chicago Partners Investment Group LLC | 26,319 | $1.2m | 0.0% |
| Total Clarity Wealth Management, Inc. | 23,086 | $1.1m | 0.2% |
| FLOW TRADERS U.S. LLC | 21,866 | $1.0m | 0.0% |
| ARQ WEALTH ADVISORS, LLC | 11,671 | $557,279 | 0.1% |
| Private Advisor Group, LLC | 8,517 | $401,913 | 0.0% |
| Worth Asset Management, LLC | 8,397 | $396,272 | 0.1% |
| CITADEL ADVISORS LLC | 6,567 | $309,910 | 0.0% |
| OSAIC HOLDINGS, INC. | 3,528 | $166,565 | 0.0% |
| UBS Group AG | 2,052 | $96,838 | 0.0% |
| NewEdge Advisors, LLC | 1,228 | $57,952 | 0.0% |
| PRIVATE TRUST CO NA | 303 | $14,301 | 0.0% |
| JPMORGAN CHASE & CO | 226 | $10,603 | 0.0% |
| Larson Financial Group LLC | 115 | $5,442 | 0.0% |
| Asset Planning,Inc | 82 | $3,870 | 0.0% |
| MRP Capital Investments, LLC | 30 | $1,416 | 0.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | $330 | 0.0% |
| MORGAN STANLEY | 3 | $172 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SPBC"). SPBC price history · All 13F data