Simplify US Eqty PL BitcoinSPBCETF
13F holders, Q2 2026 (June 30)20holders
5new positions
4sold out
1famous investor
$47.20avg. 13F price*
At the end of Q2 2026, 20 institutions reported holding Simplify US Eqty PL Bitcoin (SPBC) in their 13F filings, unchanged from Q1 2026. 5 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($7.0M), Professional Financial Advisors, LLC ($6.2M) and SFG Wealth Management, LLC. ($1.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify US Eqty PL Bitcoin
- CUSIP
- 82889N848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.0M |
| Exits | 4 | $1.1M |
All 13F filers, Q1 2026 → Q2 2026: 53,112 shares bought and 112,434 shares sold, net −59,322 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| LPL Financial LLC | 0.00% | Add +2.4% | 148,080 | $7.0M |
| Professional Financial Advisors, LLC | 1.07% | Add +2.9% | 130,926 | $6.2M |
| SFG Wealth Management, LLC. | 0.50% | Reduce -0.6% | 29,425 | $1.4M |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -9.8% | 26,319 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.21% | Add +9.8% | 23,086 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 21,866 | $1.0M |
| Arq Wealth Advisors, LLC | 0.07% | New | 11,671 | $557K |
| Private Advisor Group, LLC | 0.00% | Reduce -85.1% | 8,517 | $402K |
| Worth Asset Management, LLC | 0.13% | New | 8,397 | $396K |
| Citadel Advisors | 0.00% | Reduce -71.5% | 6,567 | $310K |
| Osaic Holdings, Inc. | 0.00% | Reduce -61.1% | 3,528 | $167K |
| UBS Group AG | 0.00% | Add +1093.0% | 2,052 | $97K |
| NewEdge Advisors, LLC | 0.00% | Reduce -91.4% | 1,228 | $58K |
| Private Trust Co. NA | 0.00% | No change | 303 | $14K |
| JPMorgan Chase & Co. | 0.00% | Reduce -34.7% | 226 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 115 | $5K |
| Asset Planning,Inc | 0.00% | New | 82 | $4K |
| MRP Capital Investments, LLC | 0.00% | No change | 30 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 7 | $330 |
| Morgan Stanley | 0.00% | Reduce -40.0% | 3 | $172 |
"% of holder's portfolio" is SPBC's weight in each manager's 13F, not the share of Simplify US Eqty PL Bitcoin the manager owns.