Simplify US Eqty PL BitcoinSPBCETF
13F holders, Q2 2024 (June 30)16holders +4
5new positions
1sold out
$34.52avg. 13F price*
At the end of Q2 2024, 16 institutions reported holding Simplify US Eqty PL Bitcoin (SPBC) in their 13F filings, up 4 from Q1 2024. 5 opened new positions and 1 sold out. The largest holders were SFG Wealth Management, LLC. ($7.2M), Total Clarity Wealth Management, Inc. ($2.6M) and Private Advisor Group, LLC ($1.9M).
- Company
- Simplify US Eqty PL Bitcoin
- CUSIP
- 82889N848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.4M |
| Exits | 1 | $572 |
All 13F filers, Q1 2024 → Q2 2024: 111,216 shares bought and 57,688 shares sold, net +53,528 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| SFG Wealth Management, LLC. | 4.09% | Add +16.7% | 207,793 | $7.2M |
| Total Clarity Wealth Management, Inc. | 0.89% | Add +48.5% | 74,425 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -45.4% | 56,137 | $1.9M |
| LPL Financial LLC | 0.00% | Add +45.8% | 51,447 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.2% | 14,342 | $495K |
| Householder Group Estate & Retirement Specialist, LLC | 0.14% | New | 14,037 | $484K |
| Old Mission Capital LLC | 0.01% | New | 13,721 | $474K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.4% | 13,508 | $466K |
| Susquehanna International Group, LLP | 0.00% | New | 9,893 | $342K |
| Worth Asset Management, LLC | 0.19% | Reduce -53.8% | 9,455 | $326K |
| TCTC Holdings, LLC | 0.00% | New | 1,467 | $51K |
| UBS Group AG | 0.00% | Add +1492.2% | 1,433 | $49K |
| Royal Bank of Canada | 0.00% | Add +0.6% | 550 | $19K |
| Private Trust Co. NA | 0.00% | No change | 200 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 20 | $689 |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $74 |
"% 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.