Simplify US Eqty PL BitcoinSPBCETF
13F holders, Q3 2024 (September 30)15holders −1
1new positions
2sold out
$36.35avg. 13F price*
At the end of Q3 2024, 15 institutions reported holding Simplify US Eqty PL Bitcoin (SPBC) in their 13F filings, down 1 from Q2 2024. 1 opened new positions and 2 sold out. The largest holders were Private Advisor Group, LLC ($13.0M), SFG Wealth Management, LLC. ($8.1M) and Total Clarity Wealth Management, Inc. ($2.9M).
- Company
- Simplify US Eqty PL Bitcoin
- CUSIP
- 82889N848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 2 | $763 |
All 13F filers, Q2 2024 → Q3 2024: 332,219 shares bought and 11,126 shares sold, net +321,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Private Advisor Group, LLC | 0.08% | Add +537.2% | 357,723 | $13.0M |
| SFG Wealth Management, LLC. | 4.31% | Add +7.5% | 223,279 | $8.1M |
| Total Clarity Wealth Management, Inc. | 0.94% | Add +7.4% | 79,940 | $2.9M |
| LPL Financial LLC | 0.00% | Add +7.5% | 55,315 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +7.2% | 15,372 | $559K |
| Susquehanna International Group, LLP | 0.00% | Add +44.3% | 14,271 | $519K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.0% | 12,838 | $467K |
| Householder Group Estate & Retirement Specialist, LLC | 0.11% | Reduce -24.4% | 10,619 | $386K |
| Worth Asset Management, LLC | 0.19% | Add +3.4% | 9,780 | $356K |
| Old Mission Capital LLC | 0.01% | Reduce -40.9% | 8,105 | $295K |
| TCTC Holdings, LLC | 0.00% | No change | 1,467 | $53K |
| Royal Bank of Canada | 0.00% | Add +0.2% | 551 | $20K |
| Private Trust Co. NA | 0.00% | No change | 200 | $7K |
| UBS Group AG | 0.00% | Reduce -97.7% | 33 | $1K |
| MRP Capital Investments, LLC | 0.00% | New | 30 | $1K |
"% 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.