# SIMPLIFY EXCHANGE TRADED FUN (SPBC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPBC/

- Reporting holders: 2
- Reported value: $711.3K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $709.3K | 14,158 | 0.2% | 2 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $2.0K | 40 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $711.3K |
| Q2 2026 | 20 | $20.2M |
| Q1 2026 | 19 | $30.9M |
| Q4 2025 | 22 | $36.1M |
| Q3 2025 | 20 | $64.4M |
| Q2 2025 | 18 | $61.7M |
| Q1 2025 | 18 | $19.4M |
| Q4 2024 | 19 | $29.9M |
| Q3 2024 | 15 | $28.7M |
| Q2 2024 | 16 | $16.2M |
| Q1 2024 | 12 | $14.0M |
| Q4 2023 | 7 | $3.7M |