SIMPLIFY EXCHANGE TRADED FUN (SPBC)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
19
Reporting holders
$18.9M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $7.0M | 148,080 | 0.00% | 10q | +2.4%+$160.5K |
| Professional Financial Advisors, LLC | $6.2M | 130,926 | 1.07% | 2q | +2.9%+$176.6K |
| SFG Wealth Management, LLC. | $1.4M | 29,425 | 0.50% | 4q | -0.6%-$9.0K |
| Chicago Partners Investment Group LLC | $1.2M | 26,319 | 0.02% | 7q | -9.8%-$134.5K |
| Total Clarity Wealth Management, Inc. | $1.1M | 23,086 | 0.21% | 10q | +9.8%+$97.5K |
| ARQ WEALTH ADVISORS, LLC | $557.3K | 11,671 | 0.07% | new | NEW |
| Private Advisor Group, LLC | $401.9K | 8,517 | 0.00% | 10q | -85.1%-$2.3M |
| Worth Asset Management, LLC | $396.3K | 8,397 | 0.13% | new | NEW |
| CITADEL ADVISORS LLC | $309.9K | 6,567 | 0.00% | 3q | -71.6%-$779.6K |
| OSAIC HOLDINGS, INC. | $166.6K | 3,528 | 0.00% | 20q | -61.1%-$261.8K |
| UBS Group AG | $96.8K | 2,052 | 0.00% | 5q | +1093.0%+$88.7K |
| NewEdge Advisors, LLC | $58.0K | 1,228 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $14.3K | 303 | 0.00% | 10q | HELD |
| JPMORGAN CHASE & CO | $10.6K | 226 | 0.00% | 3q | -34.7%-$5.6K |
| Larson Financial Group LLC | $5.4K | 115 | 0.00% | 6q | HELD |
| Asset Planning,Inc | $3.9K | 82 | 0.00% | new | NEW |
| MRP Capital Investments, LLC | $1.4K | 30 | 0.00% | 8q | HELD |
| FLOW TRADERS U.S. LLC | $1.0K | 21,866 | 0.04% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $330 | 7 | 0.00% | new | NEW |
| MORGAN STANLEY | $172 | 3 | 0.00% | 4q | -40.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 19 | $18.9M | 400,562 | 5 | 4 | 7 | 0.0% |
| Q1 2026 | 19 | $30.9M | 738,763 | 5 | 2 | 8 | 0.0% |
| Q4 2025 | 20 | $23.3M | 521,146 | 2 | 5 | 7 | 0.0% |
| Q3 2025 | 18 | $51.8M | 1,154,705 | 5 | 6 | 4 | 0.0% |
| Q2 2025 | 17 | $50.4M | 1,216,259 | 3 | 7 | 3 | 0.0% |
| Q1 2025 | 18 | $19.4M | 530,813 | 2 | 5 | 5 | 0.0% |
| Q4 2024 | 19 | $29.9M | 772,788 | 7 | 7 | 3 | 0.0% |
| Q3 2024 | 14 | $28.3M | 778,904 | 1 | 7 | 3 | 0.0% |
| Q2 2024 | 15 | $15.7M | 454,393 | 4 | 6 | 3 | 0.0% |
| Q1 2024 | 12 | $14.0M | 414,904 | 6 | 2 | 3 | 0.0% |
| Q4 2023 | 7 | $3.7M | 130,835 | 4 | 2 | 1 | 0.0% |
| Q3 2023 | 6 | $1.4M | 56,846 | 1 | 0 | 5 | 0.0% |
| Q2 2023 | 9 | $6.3M | 250,915 | 3 | 2 | 4 | 0.0% |
| Q1 2023 | 7 | $3.1M | 135,588 | 0 | 1 | 5 | 0.0% |
| Q4 2022 | 8 | $5.1M | 230,916 | 1 | 4 | 1 | 0.0% |
| Q3 2022 | 8 | $41.1M | 2,124,738 | 4 | 1 | 3 | 0.0% |
| Q2 2022 | 4 | $82.1M | 4,018,666 | 1 | 1 | 0 | 0.0% |
| Q1 2022 | 6 | $108.6M | 4,105,651 | 2 | 2 | 0 | 0.0% |
| Q4 2021 | 6 | $1.6M | 56,922 | 3 | 2 | 0 | 0.0% |
| Q3 2021 | 3 | $104.0K | 4,027 | 2 | 0 | 0 | 0.0% |
| Q2 2021 | 3 | $285.0K | 11,198 | 3 | 0 | 0 | 0.0% |