Simplify US Eqty PL BitcoinSPBCETF
13F holders, Q1 2024 (March 31)12holders
$33.82avg. 13F price*
At the end of Q1 2024, 12 institutions reported holding Simplify US Eqty PL Bitcoin (SPBC) in their 13F filings. The largest holders were SFG Wealth Management, LLC. ($6.0M), Private Advisor Group, LLC ($3.5M) and Total Clarity Wealth Management, Inc. ($1.7M).
- Company
- Simplify US Eqty PL Bitcoin
- CUSIP
- 82889N848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $6.4M |
| Exits | 1 | $57 |
Ownership 12 holders
| SFG Wealth Management, LLC. | 3.58% | Add +303.6% | 178,089 | $6.0M |
| Private Advisor Group, LLC | 0.03% | New | 102,774 | $3.5M |
| Total Clarity Wealth Management, Inc. | 0.59% | New | 50,121 | $1.7M |
| LPL Financial LLC | 0.00% | New | 35,293 | $1.2M |
| Worth Asset Management, LLC | 0.43% | Reduce -59.0% | 20,466 | $692K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.1% | 14,365 | $486K |
| Envestnet Asset Management Inc. | 0.00% | Add +13.8% | 12,939 | $438K |
| Royal Bank of Canada | 0.00% | New | 547 | $18K |
| Private Trust Co. NA | 0.00% | New | 200 | $7K |
| UBS Group AG | 0.00% | Reduce -3.2% | 90 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 17 | $572 |
| Morgan Stanley | 0.00% | New | 1 | $50 |
"% 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.