Simplify US Eqty PL BitcoinSPBCETF
13F holders, Q3 2025 (September 30)20holders +2
6new positions
4sold out
$44.85avg. 13F price*
At the end of Q3 2025, 20 institutions reported holding Simplify US Eqty PL Bitcoin (SPBC) in their 13F filings, up 2 from Q2 2025. 6 opened new positions and 4 sold out. The largest holders were Private Advisor Group, LLC ($19.2M), LPL Financial LLC ($17.7M) and Cwm, LLC ($12.3M).
- Company
- Simplify US Eqty PL Bitcoin
- CUSIP
- 82889N848
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $8.3M |
| Exits | 4 | $3.4M |
All 13F filers, Q2 2025 → Q3 2025: 386,188 shares bought and 438,690 shares sold, net −52,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Private Advisor Group, LLC | 0.09% | Reduce -44.1% | 427,580 | $19.2M |
| LPL Financial LLC | 0.01% | Add +76.2% | 394,437 | $17.7M |
| Cwm, LLC | 0.04% | Add +0.3% | 274,163 | $12.3M |
| SFG Wealth Management, LLC. | 1.93% | New | 99,269 | $4.5M |
| WJ Wealth Management, LLC | 0.98% | New | 48,919 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.5% | 50,702 | $2.2M |
| Total Clarity Wealth Management, Inc. | 0.48% | Reduce -2.4% | 40,518 | $1.8M |
| Chicago Partners Investment Group LLC | 0.03% | Add +53.7% | 28,910 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 23,285 | $1.0M |
| Worth Asset Management, LLC | 0.36% | Add +179.7% | 17,702 | $794K |
| NewEdge Advisors, LLC | 0.00% | Add +630.1% | 9,418 | $422K |
| HRT Financial LP | 0.00% | New | 7,865 | $352K |
| Arq Wealth Advisors, LLC | 0.09% | Add +11.5% | 6,460 | $290K |
| Jane Street Group, LLC | 0.00% | New | 5,280 | $237K |
| TCTC Holdings, LLC | 0.00% | No change | 1,467 | $66K |
| UBS Group AG | 0.00% | Reduce -83.3% | 305 | $14K |
| Private Trust Co. NA | 0.00% | No change | 302 | $14K |
| Larson Financial Group LLC | 0.00% | Add +0.9% | 115 | $5K |
| MRP Capital Investments, LLC | 0.00% | No change | 30 | $1K |
| Morgan Stanley | 0.00% | New | 6 | $291 |
"% 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.