Who owns Simplify US Equity PLUS Bitcoin Strategy ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SPBC from SEC Form 13F filings across 20 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 20 institutions disclosed 422,428 shares of Simplify US Equity PLUS Bitcoin Strategy ETF worth $18.9M — about 48.3% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
20
13F holders
$18.9M
value, 2026 filers
48.3%
of shares outstanding (422,428 sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SPBC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 148,080 | $7.0M | 0.0% | 16.9% | +2.4% |
| 2 | Professional Financial Advisors, LLC | 130,926 | $6.2M | 1.1% | 15% | +2.9% |
| 3 | SFG Wealth Management, LLC. | 29,425 | $1.4M | 0.5% | 3.4% | -0.6% |
| 4 | Chicago Partners Investment Group LLC | 26,319 | $1.2M | 0.0% | 3% | -9.8% |
| 5 | Total Clarity Wealth Management, Inc. | 23,086 | $1.1M | 0.2% | 2.6% | +9.8% |
| 6 | FLOW TRADERS U.S. LLCNEW | 21,866 | $1,032 | 0.0% | 2.5% | new |
| 7 | ARQ WEALTH ADVISORS, LLCNEW | 11,671 | $557,279 | 0.1% | 1.3% | new |
| 8 | Private Advisor Group, LLC | 8,517 | $401,913 | 0.0% | 1% | -85.1% |
| 9 | Worth Asset Management, LLCNEW | 8,397 | $396,272 | 0.1% | 1% | new |
| 10 | CITADEL ADVISORS LLC | 6,567 | $309,910 | 0.0% | 0.8% | -71.6% |
| 11 | OSAIC HOLDINGS, INC. | 3,528 | $166,565 | 0.0% | 0.4% | -61.1% |
| 12 | UBS Group AG | 2,052 | $96,838 | 0.0% | 0.2% | +1093.0% |
| 13 | NewEdge Advisors, LLCNEW | 1,228 | $57,952 | 0.0% | 0.1% | new |
| 14 | PRIVATE TRUST CO NA | 303 | $14,301 | 0.0% | 0% | 0.0% |
| 15 | JPMORGAN CHASE & CONEW | 226 | $10,603 | 0.0% | 0% | new |
| 16 | Larson Financial Group LLC | 115 | $5,442 | 0.0% | 0% | 0.0% |
| 17 | Asset Planning,IncNEW | 82 | $3,870 | 0.0% | 0% | new |
| 18 | MRP Capital Investments, LLC | 30 | $1,416 | 0.0% | 0% | 0.0% |
| 19 | O'SHAUGHNESSY ASSET MANAGEMENT, LLCNEW | 7 | $330 | 0.0% | 0% | new |
| 20 | MORGAN STANLEY | 3 | $172 | 0.0% | 0% | -40.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.