Simplify US Eqty PL BitcoinSPBCETF
13F holders, Q2 2025 (June 30)18holders
4new positions
4sold out
$41.44avg. 13F price*
At the end of Q2 2025, 18 institutions reported holding Simplify US Eqty PL Bitcoin (SPBC) in their 13F filings, unchanged from Q1 2025. 4 opened new positions and 4 sold out. The largest holders were Private Advisor Group, LLC ($31.7M), Cwm, LLC ($11.3M) and LPL Financial LLC ($9.3M).
- Company
- Simplify US Eqty PL Bitcoin
- CUSIP
- 82889N848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $13.5M |
| Exits | 4 | $4.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,100,492 shares bought and 142,070 shares sold, net +958,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Private Advisor Group, LLC | 0.17% | Add +1300.2% | 764,678 | $31.7M |
| Cwm, LLC | 0.04% | New | 273,476 | $11.3M |
| LPL Financial LLC | 0.00% | Add +21.1% | 223,822 | $9.3M |
| Osaic Holdings, Inc. | 0.01% | Add +14.2% | 67,132 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | New | 48,886 | $2.0M |
| Total Clarity Wealth Management, Inc. | 0.49% | Add +30.3% | 41,529 | $1.7M |
| Chicago Partners Investment Group LLC | 0.02% | Add +33.8% | 18,814 | $806K |
| Ferguson Shapiro LLC | 0.24% | Reduce -13.5% | 17,349 | $719K |
| Old Mission Capital LLC | 0.02% | Add +31.7% | 15,893 | $659K |
| Worth Asset Management, LLC | 0.13% | Reduce -44.4% | 6,329 | $262K |
| Arq Wealth Advisors, LLC | 0.07% | No change | 5,796 | $210K |
| UBS Group AG | 0.00% | New | 1,828 | $76K |
| TCTC Holdings, LLC | 0.00% | No change | 1,467 | $61K |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.6% | 1,290 | $53K |
| Royal Bank of Canada | 0.00% | New | 500 | $21K |
| Private Trust Co. NA | 0.00% | Add +50.3% | 302 | $13K |
| Larson Financial Group LLC | 0.00% | No change | 114 | $5K |
| MRP Capital Investments, LLC | 0.00% | No change | 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.