Simplify US Eqty PL BitcoinSPBCETF
13F holders, Q1 2025 (March 31)18holders −2
2new positions
3sold out
1famous investor
$36.48avg. 13F price*
At the end of Q1 2025, 18 institutions reported holding Simplify US Eqty PL Bitcoin (SPBC) in their 13F filings, down 2 from Q4 2024. 2 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($6.7M), SFG Wealth Management, LLC. ($3.7M) and Osaic Holdings, Inc. ($2.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $215K |
| Exits | 3 | $2.0M |
All 13F filers, Q4 2024 → Q1 2025: 144,458 shares bought and 386,433 shares sold, net −241,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| LPL Financial LLC | 0.00% | Add +78.8% | 184,756 | $6.7M |
| SFG Wealth Management, LLC. | 1.82% | Reduce -54.7% | 102,878 | $3.7M |
| Osaic Holdings, Inc. | 0.00% | Add +302.7% | 58,792 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -77.9% | 54,613 | $2.0M |
| Total Clarity Wealth Management, Inc. | 0.40% | Reduce -0.2% | 31,868 | $1.2M |
| Citadel Advisors | 0.00% | Add +67.2% | 20,711 | $752K |
| Ferguson Shapiro LLC | 0.27% | Reduce -8.9% | 20,048 | $728K |
| Chicago Partners Investment Group LLC | 0.02% | Add +45.3% | 14,067 | $524K |
| Old Mission Capital LLC | 0.01% | Reduce -43.9% | 12,071 | $438K |
| Worth Asset Management, LLC | 0.23% | Reduce -32.8% | 11,376 | $413K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.3% | 10,289 | $374K |
| Arq Wealth Advisors, LLC | 0.08% | New | 5,796 | $210K |
| NewEdge Advisors, LLC | 0.00% | Add +13.0% | 1,735 | $63K |
| TCTC Holdings, LLC | 0.00% | No change | 1,467 | $53K |
| Private Trust Co. NA | 0.00% | No change | 201 | $7K |
| Larson Financial Group LLC | 0.00% | New | 114 | $4K |
| MRP Capital Investments, LLC | 0.00% | No change | 30 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $58 |
"% 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.