Simplify U.S. Equity PLUS GBTC ETF (SPBC) Institutional Ownership → These AI trades triggered this morning (545% return) (From Prosper Trading Academy) (Ad) Free SPBC Stock Alerts Notice: This company has been marked as potentially delisted and may not be actively trading. Add Compare Share Share OwnershipStock AnalysisDividendHeadlinesHoldingsOwnershipRatingsShort InterestSocial MediaStock AnalysisDividendHeadlinesHoldingsOwnershipRatingsShort InterestSocial Media Institutional Ownership Changes (13F Filings) for Simplify U.S. Equity PLUS GBTC ETF (NASDAQ:SPBC)Number ofInstitutional Buyers(last 12 months)3TotalInstitutional Inflows(last 12 months)$8.95MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$6.80M 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 Ad Prosper Trading AcademyThese AI trades triggered this morning (545% return)If you think a market crash is possible in 2024, I don't know why you're not using this yet. Click Here To Get Your Free Copy 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 CompanyDetails4/26/2024 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% 8/4/2023Envestnet 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% 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, the following institutional investors and hedge funds held shares of Simplify U.S. Equity PLUS GBTC ETF shares: Ovata Capital Management Ltd ($106.12M), SFG Wealth Management LLC. ($6.02M), Envestnet Asset Management Inc. ($1.87M), WealthPLAN Partners LLC ($1.02M), Worth Asset Management LLC ($692K), OLD Mission Capital LLC ($440K), and WealthPlan Investment Management LLC ($85K).Learn more on SPBC's institutional investors. Which institutional investors have been buying Simplify U.S. Equity PLUS GBTC ETF stock? The following institutional investors have purchased Simplify U.S. Equity PLUS GBTC ETF stock in the last 24 months: Ovata Capital Management Ltd ($4M), SFG Wealth Management LLC. ($178.09K), WealthPlan Investment Management LLC ($98.41K), Envestnet Asset Management Inc. ($74.75K), WealthPLAN Partners LLC ($50.30K), Worth Asset Management LLC ($49.97K), and OLD Mission Capital LLC ($23.46K). How much institutional buying is happening at Simplify U.S. Equity PLUS GBTC ETF? Institutional investors have bought a total of 4,476,790 shares in the last 24 months. This purchase volume represents approximately $230.33M in transactions. Which Simplify U.S. Equity PLUS GBTC ETF 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: WealthPlan Investment Management LLC ($95.55K), WealthPLAN Partners LLC ($55.34K), Worth Asset Management LLC ($29.50K), and OLD Mission Capital LLC ($1.60K). How much institutional selling is happening at Simplify U.S. Equity PLUS GBTC ETF? Institutional investors have sold a total of 181,993 shares in the last 24 months. This volume of shares sold represents approximately $6.86M in transactions. 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