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Simplify U.S. Equity PLUS GBTC ETF (SPBC) Institutional Ownership

$47.33 -0.05 (-0.11%)
Closing price 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify U.S. Equity PLUS GBTC ETF (NASDAQ:SPBC)

Current
Institutional Ownership
Percentage
31.71%
Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$27.61M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$28.53M
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SPBC Institutional Buying and Selling by Quarter

Simplify U.S. Equity PLUS GBTC ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Professional Financial Advisors LLC130,926$6.18M1.1%+2.9%14.078%
7/9/2026 Worth Asset Management LLC8,397$396K0.1%N/A0.903%
6/3/2026NewEdge Advisors LLC14,259$593K0.0%+14.5%1.533%
5/4/2026Chicago Partners Investment Group LLC29,176$1.35M0.0%-1.6%3.137%
4/27/2026Private Advisor Group LLC57,214$2.38M0.0%+0.9%5.838%
4/17/2026Total Clarity Wealth Management Inc.21,019$874K0.2%-56.6%2.145%
2/18/2026NewEdge Advisors LLC12,448$557K0.0%+32.2%0.680%
2/17/2026Osaic Holdings Inc.48,018$2.15M0.0%-5.3%2.624%
2/11/2026LPL Financial LLC173,245$7.75M0.0%-56.1%9.467%
2/9/2026ARQ Wealth Advisors LLC7,263$325K0.1%+12.4%0.397%
2/5/2026WJ Wealth Management LLC4,939$221K0.1%-89.9%0.270%
2/3/2026SFG Wealth Management LLC.100,401$4.49M1.8%+1.1%5.486%
2/2/2026Total Clarity Wealth Management Inc.48,480$2.17M0.5%+19.7%2.649%
1/28/2026Chicago Partners Investment Group LLC29,657$1.34M0.0%+2.6%1.621%
1/26/2026CWM LLC279,525$12.50M0.0%+2.0%15.275%
1/14/2026 Worth Asset Management LLC15,723$703K0.3%-11.2%0.859%
11/25/2025WJ Wealth Management LLC48,919$2.23M1.0%N/A2.673%
11/25/2025ARQ Wealth Advisors LLC6,460$290K0.1%+11.5%0.353%
11/17/2025NewEdge Advisors LLC9,418$422K0.0%+630.1%0.515%
11/17/2025WJ Wealth Management LLC61,531$2.76M0.8%N/A3.362%
11/17/2025Susquehanna International Group LLP23,285$1.04M0.0%N/A1.272%
11/13/2025SFG Wealth Management LLC.99,269$4.45M1.9%N/A5.425%
11/13/2025Private Advisor Group LLC427,580$19.18M0.1%-44.1%23.365%
11/12/2025Total Clarity Wealth Management Inc.40,518$1.82M0.5%-2.4%2.214%
10/30/2025Chicago Partners Investment Group LLC28,910$1.34M0.0%+53.7%1.580%
10/17/2025 Worth Asset Management LLC17,702$794K0.4%+179.7%0.967%
10/15/2025CWM LLC274,163$12.30M0.0%+0.3%14.982%
9/4/2025Osaic Holdings Inc.67,132$2.78M0.0%+14.2%3.668%
8/14/2025NewEdge Advisors LLC1,290$53K0.0%-25.6%0.070%
8/1/2025 Ferguson Shapiro LLC17,349$719K0.2%-13.5%0.948%
8/1/2025Envestnet Asset Management Inc.48,886$2.03M0.0%N/A2.671%
7/29/2025Chicago Partners Investment Group LLC18,814$806K0.0%+33.7%1.028%
7/25/2025Total Clarity Wealth Management Inc.41,529$1.72M0.5%+30.3%2.269%
7/25/2025CWM 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%
5/9/2025Chicago 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%
5/5/2025Private Advisor Group LLC54,613$1.98M0.0%-77.9%7.533%
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4/23/2025SFG Wealth Management LLC.102,878$3.74M1.8%-54.7%13.717%
4/23/2025Ferguson Shapiro LLC20,048$728K0.3%-8.9%2.673%
4/9/2025Worth Asset Management LLC11,376$413K0.2%-32.8%1.422%
3/17/2025Wealth 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%
2/13/2025Envestnet 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%
1/24/2025Chicago Partners Investment Group LLC9,682$377K0.0%N/A1.684%
1/24/2025Total Clarity Wealth Management Inc.31,925$1.23M0.4%-60.1%5.552%
1/23/2025Ferguson Shapiro LLC22,010$850K0.3%N/A3.828%
1/16/2025SFG Wealth Management LLC.227,329$8.78M4.6%+1.8%39.535%
1/8/2025Worth Asset Management LLC16,919$653K0.3%+73.0%2.942%
11/1/2024SFG 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%
10/9/2024Worth Asset Management LLC9,780$356K0.2%+3.4%1.701%
8/9/2024Total 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%
7/19/2024SFG Wealth Management LLC.207,793$7.17M4.1%+16.7%36.138%
7/11/2024Worth Asset Management LLC9,455$326K0.2%-53.8%1.644%
4/30/2024Private Advisor Group LLC102,774$3.48M0.0%N/A15.226%
4/26/2024SFG Wealth Management LLC.178,089$6.02M3.6%+303.6%26.384%
4/12/2024Worth Asset Management LLC20,466$692K0.4%-59.0%0.000%
1/19/2024SFG Wealth Management LLC.44,121$1.25M0.8%N/A0.000%
1/11/2024Worth Asset Management LLC49,965$1.42M1.0%+76.7%0.000%
10/11/2023Worth Asset Management LLC28,281$678K0.5%N/A0.000%
8/4/2023Envestnet Asset Management Inc.74,750$1.87M0.0%N/A0.000%
7/31/2023WealthPLAN Partners LLC40,795$1.02M0.1%-33.7%0.000%
7/25/2023WealthPlan Investment Management LLC561$85K0.0%-98.3%0.000%
5/10/2023WealthPLAN Partners LLC61,486$1.40M0.2%-36.0%0.000%
5/8/2023WealthPlan Investment Management LLC32,453$740K0.1%-66.2%0.000%
3/6/2023OLD Mission Capital LLC21,857$440K0.0%+111.3%0.000%
12/12/2022WealthPlan Investment Management LLC98,413$2.03M0.1%N/A0.000%
11/14/2022OLD Mission Capital LLC10,344$198K0.0%-13.4%0.000%
11/8/2022IFP 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%
5/3/2022WealthPLAN Partners LLC50,296$1.20M0.1%N/A0.000%


SPBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 18 institutional investors and hedge funds held shares of Simplify U.S. Equity PLUS GBTC ETF. The most heavily invested institutionals were CWM LLC ($12.50M), LPL Financial LLC ($7.75M), Professional Financial Advisors LLC ($6.18M), SFG Wealth Management LLC. ($4.49M), Private Advisor Group LLC ($2.38M), Osaic Holdings Inc. ($2.15M), and Envestnet Asset Management Inc. ($2.03M).Learn more on Simplify U.S. Equity PLUS GBTC ETF's institutional investors.

31.71% of Simplify U.S. Equity PLUS GBTC ETF's stock is owned by institutional investors. Learn more on SPBC's institutional investor holdings.

Of the 18 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 ($302.08K), CWM LLC ($279.53K), LPL Financial LLC ($129.44K), SFG Wealth Management LLC. ($119.94K), WJ Wealth Management LLC ($110.45K), Envestnet Asset Management Inc. ($70.16K), and Total Clarity Wealth Management Inc. ($41.93K).

Institutional investors have bought a total of 642,546 shares in the last 24 months. This purchase volume represents approximately $27.61M in transactions.

Of the 9 institutional investors that sold Simplify U.S. Equity PLUS GBTC ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Advisor Group LLC ($337.10K), LPL Financial LLC ($221.19K), WJ Wealth Management LLC ($43.98K), Total Clarity Wealth Management Inc. ($28.47K), Ferguson Shapiro LLC ($2.70K), Osaic Holdings Inc. ($2.68K), and Worth Asset Management LLC ($1.98K).

Institutional investors have sold a total of 639,030 shares in the last 24 months. This volume of shares sold represents approximately $28.53M in transactions.


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This page (NASDAQ:SPBC) was last updated on 7/20/2026 by MarketBeat.com Staff.
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