Simplify US Eqty PL BitcoinSPBCETF
13F holders, Q1 2026 (March 31)20holders −2
5new positions
7sold out
1famous investor
$41.76avg. 13F price*
At the end of Q1 2026, 20 institutions reported holding Simplify US Eqty PL Bitcoin (SPBC) in their 13F filings, down 2 from Q4 2025. 5 opened new positions and 7 sold out. The largest holders were Cwm, LLC ($11.3M), LPL Financial LLC ($6.0M) and Professional Financial Advisors, LLC ($5.3M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $6.3M |
| Exits | 7 | $2.1M |
All 13F filers, Q4 2025 → Q1 2026: 167,936 shares bought and 221,442 shares sold, net −53,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Cwm, LLC | 0.03% | Reduce -3.0% | 271,272 | $11.3M |
| LPL Financial LLC | 0.00% | Reduce -16.5% | 144,680 | $6.0M |
| Professional Financial Advisors, LLC | 1.08% | New | 127,184 | $5.3M |
| Private Advisor Group, LLC | 0.01% | Add +0.9% | 57,214 | $2.4M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -1.6% | 29,176 | $1.3M |
| SFG Wealth Management, LLC. | 0.51% | Reduce -70.5% | 29,616 | $1.2M |
| Citadel Advisors | 0.00% | Add +128.2% | 23,086 | $960K |
| Total Clarity Wealth Management, Inc. | 0.21% | Reduce -56.6% | 21,019 | $874K |
| NewEdge Advisors, LLC | 0.00% | Add +14.6% | 14,259 | $593K |
| Old Mission Capital LLC | 0.01% | New | 10,141 | $422K |
| Osaic Holdings, Inc. | 0.00% | Reduce -81.1% | 9,073 | $377K |
| Jane Street Group, LLC | 0.00% | New | 8,196 | $341K |
| Raymond James Financial Inc. | 0.00% | New | 7,111 | $296K |
| JPMorgan Chase & Co. | 0.00% | No change | 346 | $14K |
| Private Trust Co. NA | 0.00% | No change | 303 | $13K |
| UBS Group AG | 0.00% | Reduce -33.3% | 172 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 115 | $5K |
| MRP Capital Investments, LLC | 0.00% | No change | 30 | $1K |
| Royal Bank of Canada | 0.00% | New | 24 | $1K |
| Morgan Stanley | 0.00% | Reduce -16.7% | 5 | $225 |
"% 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.