Simplify US Eqty PL BitcoinSPBCETF
13F holders, Q4 2024 (December 31)20holders +5
7new positions
2sold out
1famous investor
$38.63avg. 13F price*
At the end of Q4 2024, 20 institutions reported holding Simplify US Eqty PL Bitcoin (SPBC) in their 13F filings, up 5 from Q3 2024. 7 opened new positions and 2 sold out. The largest holders were Private Advisor Group, LLC ($9.5M), SFG Wealth Management, LLC. ($8.8M) and LPL Financial LLC ($4.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.7M |
| Exits | 2 | $539K |
All 13F filers, Q3 2024 → Q4 2024: 168,087 shares bought and 184,811 shares sold, net −16,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Private Advisor Group, LLC | 0.05% | Reduce -30.9% | 247,130 | $9.5M |
| SFG Wealth Management, LLC. | 4.61% | Add +1.8% | 227,329 | $8.8M |
| LPL Financial LLC | 0.00% | Add +86.8% | 103,341 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +165.7% | 34,116 | $1.3M |
| Total Clarity Wealth Management, Inc. | 0.40% | Reduce -60.1% | 31,925 | $1.2M |
| Ferguson Shapiro LLC | 0.31% | New | 22,010 | $850K |
| Old Mission Capital LLC | 0.02% | Add +165.6% | 21,530 | $832K |
| Worth Asset Management, LLC | 0.35% | Add +73.0% | 16,919 | $653K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.0% | 14,599 | $564K |
| Jane Street Group, LLC | 0.00% | New | 13,986 | $540K |
| Citadel Advisors | 0.00% | New | 12,387 | $478K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 10,258 | $396K |
| Chicago Partners Investment Group LLC | 0.01% | New | 9,682 | $377K |
| UBS Group AG | 0.00% | Add +13057.6% | 4,342 | $168K |
| NewEdge Advisors, LLC | 0.00% | New | 1,535 | $59K |
| TCTC Holdings, LLC | 0.00% | No change | 1,467 | $57K |
| Private Trust Co. NA | 0.00% | Add +0.5% | 201 | $8K |
| MRP Capital Investments, LLC | 0.00% | No change | 30 | $1K |
| Morgan Stanley | 0.00% | New | 1 | $49 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -99.9% | 11 | $0 |
"% 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.