Simplify US Eqty PL BitcoinSPBCETF
13F holders, Q4 2025 (December 31)22holders +2
3new positions
2sold out
1famous investor
$44.74avg. 13F price*
At the end of Q4 2025, 22 institutions reported holding Simplify US Eqty PL Bitcoin (SPBC) in their 13F filings, up 2 from Q3 2025. 3 opened new positions and 2 sold out. The largest holders were Cwm, LLC ($12.5M), LPL Financial LLC ($7.7M) and SFG Wealth Management, LLC. ($4.5M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $730K |
| Exits | 2 | $589K |
All 13F filers, Q3 2025 → Q4 2025: 35,355 shares bought and 665,590 shares sold, net −630,235 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Cwm, LLC | 0.03% | Add +2.0% | 279,525 | $12.5M |
| LPL Financial LLC | 0.00% | Reduce -56.1% | 173,245 | $7.7M |
| SFG Wealth Management, LLC. | 1.76% | Add +1.1% | 100,401 | $4.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -86.7% | 56,716 | $2.5M |
| Total Clarity Wealth Management, Inc. | 0.52% | Add +19.6% | 48,480 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.3% | 48,018 | $2.1M |
| Chicago Partners Investment Group LLC | 0.03% | Add +2.6% | 29,657 | $1.3M |
| Worth Asset Management, LLC | 0.30% | Reduce -11.2% | 15,723 | $703K |
| NewEdge Advisors, LLC | 0.00% | Add +32.2% | 12,448 | $557K |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.2% | 11,586 | $518K |
| Citadel Advisors | 0.00% | New | 10,115 | $452K |
| Arq Wealth Advisors, LLC | 0.09% | Add +12.4% | 7,263 | $325K |
| Flow Traders U.S. LLC | 0.01% | New | 5,857 | $262K |
| WJ Wealth Management, LLC | 0.10% | Reduce -89.9% | 4,939 | $221K |
| TCTC Holdings, LLC | 0.00% | No change | 1,467 | $66K |
| JPMorgan Chase & Co. | 0.00% | New | 346 | $15K |
| Private Trust Co. NA | 0.00% | Add +0.3% | 303 | $14K |
| UBS Group AG | 0.00% | Reduce -15.4% | 258 | $12K |
| Larson Financial Group LLC | 0.00% | No change | 115 | $5K |
| High Point Wealth Management, LLC | 0.00% | — | 30 | $1K |
| MRP Capital Investments, LLC | 0.00% | No change | 30 | $1K |
| Morgan Stanley | 0.00% | No change | 6 | $299 |
"% 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.