Who Owns SPBC?
Simplify US Equity PLUS Bitcoin Strategy ETF — Institutional Ownership & 13F Holdings
$46.24
-0.02 (-0.04%)
Market Cap
$74.6M
Shares Outstanding
1,717,879
Institutional Holders
20
Total Inst. Value
$14.9M
% of Float Held
—
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
8
Closed Positions
4
Increased
6
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SFG Wealth Management, LLC.New | $3.7M | 102,878 |
| 2 | OSAIC HOLDINGS, INC. | $2.1M | 58,792 |
| 3 | Private Advisor Group, LLC | $2.0M | 54,613 |
| 4 | Simplify Asset Management Inc.New | $1.9M | 95,000 |
| 5 | Total Clarity Wealth Management, Inc.New | $1.2M | 31,868 |
| 6 | OLD MISSION CAPITAL LLC | $849K | 33,082 |
| 7 | CITADEL ADVISORS LLC | $752K | 20,711 |
| 8 | Ferguson Shapiro LLCNew | $728K | 20,048 |
| 9 | Chicago Partners Investment Group LLC | $524K | 14,067 |
| 10 | Worth Asset Management, LLCNew | $413K | 11,376 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SFG Wealth Management, LLC.New | +103K | $3.7M |
| OSAIC HOLDINGS, INC. | +43K | $2.1M |
| Simplify Asset Management Inc.New | +95K | $1.9M |
| Total Clarity Wealth Management, Inc.New | +32K | $1.2M |
| OLD MISSION CAPITAL LLC | +12K | $849K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Private Advisor Group, LLC | -193K | $2.0M |
| UBS Group AG | -4K | $4K |
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Frequently Asked Questions
How many institutional investors hold SPBC?
As of Q1 2025, 20 institutional investors report holding SPBC (Simplify US Equity PLUS Bitcoin Strategy ETF) in their 13F filings.
Which hedge fund owns the most SPBC?
The largest institutional holder of SPBC is SFG Wealth Management, LLC. with $3.7M in shares.
Are institutions buying or selling SPBC?
This quarter, 8 institutions opened new positions in SPBC and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.