This company has been marked as potentially delisted and may not be actively trading. Simplify U.S. Equity PLUS GBTC ETF (SPBC) Institutional Ownership Add Compare Share Share Ownership Stock AnalysisDividendHeadlinesHoldingsOptions ChainOwnershipRatingsTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Simplify U.S. Equity PLUS GBTC ETF (NASDAQ:SPBC)Number ofInstitutional Buyers(last 12 months)14TotalInstitutional Inflows(last 12 months)$35.51MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$18.61M Get SPBC Insider Trade Alerts Want to know when executives and insiders are buying or selling Simplify U.S. Equity PLUS GBTC ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SPBC Institutional Buying and Selling by Quarter Simplify U.S. Equity PLUS GBTC ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/1/2025 Ferguson Shapiro LLC17,349$719K0.2%-13.5%0.948% 8/1/2025 Envestnet Asset Management Inc.48,886$2.03M0.0%N/A2.671% 7/29/2025 Chicago Partners Investment Group LLC18,814$806K0.0%+33.7%1.028% 7/25/2025 Total Clarity Wealth Management Inc.41,529$1.72M0.5%+30.3%2.269% 7/25/2025 CWM LLC273,476$11.33M0.0%N/A14.944% 7/10/2025 Worth Asset Management LLC6,329$262K0.1%-44.4%0.346% 5/15/2025OLD Mission Capital LLC12,071$438K0.0%-43.9%1.665% 5/9/2025 Chicago Partners Investment Group LLC14,067$524K0.0%+45.3%1.940% 5/7/2025LPL Financial LLC184,756$6.71M0.0%+78.8%25.484% 5/5/2025ARQ Wealth Advisors LLC5,796$210K0.1%N/A0.799% Get the Latest News and Ratings for SPBC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Simplify U.S. Equity PLUS GBTC ETF and its competitors with MarketBeat's FREE daily newsletter. 5/5/2025Private Advisor Group LLC54,613$1.98M0.0%-77.9%7.533% 4/23/2025 SFG Wealth Management LLC.102,878$3.74M1.8%-54.7%13.717% 4/23/2025 Ferguson Shapiro LLC20,048$728K0.3%-8.9%2.673% 4/9/2025 Worth Asset Management LLC11,376$413K0.2%-32.8%1.422% 3/17/2025 Wealth Enhancement Advisory Services LLC10,258$396K0.0%N/A1.080% 2/14/2025Jane Street Group LLC13,986$540K0.0%N/A2.432% 2/13/2025NewEdge Advisors LLC1,535$59K0.0%N/A0.267% 2/13/2025 Envestnet Asset Management Inc.34,116$1.32M0.0%+165.7%5.933% 2/12/2025OLD Mission Capital LLC21,530$832K0.0%+165.6%3.744% 2/11/2025LPL Financial LLC103,341$3.99M0.0%+86.8%17.972% 2/3/2025Private Advisor Group LLC247,130$9.55M0.1%-30.9%42.979% 1/24/2025 Chicago Partners Investment Group LLC9,682$377K0.0%N/A1.684% 1/24/2025 Total Clarity Wealth Management Inc.31,925$1.23M0.4%-60.1%5.552% 1/23/2025 Ferguson Shapiro LLC22,010$850K0.3%N/A3.828% 1/16/2025 SFG Wealth Management LLC.227,329$8.78M4.6%+1.8%39.535% 1/8/2025 Worth Asset Management LLC16,919$653K0.3%+73.0%2.942% 11/1/2024 SFG Wealth Management LLC.223,279$8.12M4.3%+7.5%38.831% 10/22/2024Private Advisor Group LLC357,723$13.00M0.1%+537.2%62.213% 10/9/2024 Worth Asset Management LLC9,780$356K0.2%+3.4%1.701% 8/9/2024 Total Clarity Wealth Management Inc.74,425$2.57M0.9%+48.5%12.943% 8/5/2024Private Advisor Group LLC56,137$1.94M0.0%-45.4%9.763% 7/19/2024 SFG Wealth Management LLC.207,793$7.17M4.1%+16.7%36.138% 7/11/2024 Worth Asset Management LLC9,455$326K0.2%-53.8%1.644% 4/30/2024Private Advisor Group LLC102,774$3.48M0.0%N/A15.226% 4/26/2024 SFG Wealth Management LLC.178,089$6.02M3.6%+303.6%26.384% 4/12/2024 Worth Asset Management LLC20,466$692K0.4%-59.0%0.000% 1/19/2024 SFG Wealth Management LLC.44,121$1.25M0.8%N/A0.000% 1/11/2024 Worth Asset Management LLC49,965$1.42M1.0%+76.7%0.000% 10/11/2023 Worth Asset Management LLC28,281$678K0.5%N/A0.000% 8/4/2023 Envestnet Asset Management Inc.74,750$1.87M0.0%N/A0.000% If you saw this, you'd be scared too (Ad)Markets may look strong—but one veteran analyst warns we’re nearing a financial breaking point. After 40+ years of navigating crashes and crises, he says traditional strategies could soon become wealth destroyers. A time-sensitive briefing reveals what to do now.Watch his urgent warning before this “dark day” hits7/31/2023 WealthPLAN Partners LLC40,795$1.02M0.1%-33.7%0.000% 7/25/2023 WealthPlan Investment Management LLC561$85K0.0%-98.3%0.000% 5/10/2023 WealthPLAN Partners LLC61,486$1.40M0.2%-36.0%0.000% 5/8/2023 WealthPlan Investment Management LLC32,453$740K0.1%-66.2%0.000% 3/6/2023OLD Mission Capital LLC21,857$440K0.0%+111.3%0.000% 12/12/2022 WealthPlan Investment Management LLC98,413$2.03M0.1%N/A0.000% 11/14/2022OLD Mission Capital LLC10,344$198K0.0%-13.4%0.000% 11/8/2022 IFP Advisors Inc1,821$46K0.0%N/A0.000% 8/5/2022OLD Mission Capital LLC11,943$244K0.0%N/A0.000% 5/11/2022Ovata Capital Management Ltd4,000,000$106.12M32.7%N/A0.000% 5/3/2022 WealthPLAN Partners LLC50,296$1.20M0.1%N/A0.000% 2/10/2022Private Advisor Group LLC24,785$697K0.0%N/A0.000% 2/3/2022Advisor Group Holdings Inc.4,541$128K0.0%+22.7%0.000% 11/5/2021Advisor Group Holdings Inc.3,700$95K0.0%N/A0.000% 8/13/2021OLD Mission Capital LLC9,997$254K0.0%N/A0.000% (Data available from 1/1/2016 forward) SPBC Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SPBC shares? During the previous two years, 14 institutional investors and hedge funds held shares of Simplify U.S. Equity PLUS GBTC ETF. The most heavily invested institutionals were CWM LLC ($11.33M), LPL Financial LLC ($6.71M), SFG Wealth Management LLC. ($3.74M), Envestnet Asset Management Inc. ($2.03M), Private Advisor Group LLC ($1.98M), Total Clarity Wealth Management Inc. ($1.72M), and Chicago Partners Investment Group LLC ($806K).Learn more on Simplify U.S. Equity PLUS GBTC ETF's institutional investors. Which institutional investors have been buying Simplify U.S. Equity PLUS GBTC ETF's stock? Of the 14 institutional investors that purchased Simplify U.S. Equity PLUS GBTC ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($404.36K), CWM LLC ($273.48K), SFG Wealth Management LLC. ($227.33K), LPL Financial LLC ($129.44K), Envestnet Asset Management Inc. ($70.16K), Worth Asset Management LLC ($57.43K), and Total Clarity Wealth Management Inc. ($33.97K). How much institutional buying is happening at Simplify U.S. Equity PLUS GBTC ETF? Institutional investors have bought a total of 921,456 shares in the last 24 months. This purchase volume represents approximately $35.51M in transactions. Which of Simplify U.S. Equity PLUS GBTC ETF's major shareholders have been selling company stock? The following institutional investors have sold Simplify U.S. Equity PLUS GBTC ETF stock in the last 24 months: Private Advisor Group LLC ($303.11K), SFG Wealth Management LLC. ($124.45K), Total Clarity Wealth Management Inc. ($48.02K), Worth Asset Management LLC ($10.59K), OLD Mission Capital LLC ($9.46K), and Ferguson Shapiro LLC ($4.66K). How much institutional selling is happening at Simplify U.S. Equity PLUS GBTC ETF? Institutional investors have sold a total of 500,286 shares in the last 24 months. This volume of shares sold represents approximately $18.61M in transactions. 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