9 institutions reported holding $11.3M of Simplify Exchan/simplify Us Equity (SPBC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Professional Financial Advisors, LLC ($6.2M), SFG Wealth Management, LLC. ($1.4M), Chicago Partners Investment Group LLC ($1.2M), Total Clarity Wealth Management, Inc. ($1.1M), ARQ WEALTH ADVISORS, LLC ($557,279). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Professional Financial Advisors, LLC | $6.2M | 130,926 | Added |
| 2 | SFG Wealth Management, LLC. | $1.4M | 29,425 | Trimmed |
| 3 | Chicago Partners Investment Group LLC | $1.2M | 26,319 | Trimmed |
| 4 | Total Clarity Wealth Management, Inc. | $1.1M | 23,086 | Added |
| 5 | ARQ WEALTH ADVISORS, LLC | $557,279 | 11,671 | New |
| 6 | Private Advisor Group, LLC | $401,913 | 8,517 | Trimmed |
| 7 | Worth Asset Management, LLC | $396,272 | 8,397 | New |
| 8 | PRIVATE TRUST CO NA | $14,301 | 303 | Hold |
| 9 | Asset Planning,Inc | $3,870 | 82 | New |
Source: SEC Form 13F filings · as of 2026-06-30