Who Owns SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC)? -- Institutional Holders (2026-03-31)
27 institutions reported holding $30.9M of SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC) in SEC 13F filings for 2026-03-31. Largest institutional holders: CWM, LLC ($11.3M), LPL Financial LLC ($6.0M), Professional Financial Advisors, LLC ($5.3M), Private Advisor Group, LLC ($2.4M), Chicago Partners Investment Group LLC ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CWM, LLC | $11.3M | 271,272 | Trimmed |
| 2 | LPL Financial LLC | $6.0M | 144,680 | Trimmed |
| 3 | Professional Financial Advisors, LLC | $5.3M | 127,184 | New |
| 4 | Private Advisor Group, LLC | $2.4M | 57,214 | Added |
| 5 | Chicago Partners Investment Group LLC | $1.3M | 29,176 | Trimmed |
| 6 | SFG Wealth Management, LLC. | $1.2M | 29,616 | Trimmed |
| 7 | CITADEL ADVISORS LLC | $960,064 | 23,086 | Added |
| 8 | Total Clarity Wealth Management, Inc. | $874,101 | 21,019 | Trimmed |
| 9 | OLD MISSION CAPITAL LLC | $421,727 | 10,141 | New |
| 10 | OSAIC HOLDINGS, INC. | $377,408 | 9,073 | Trimmed |
| 11 | JANE STREET GROUP, LLC | $340,842 | 8,196 | New |
| 12 | RAYMOND JAMES FINANCIAL INC | $295,721 | 7,111 | New |
| 13 | JPMORGAN CHASE & CO | $13,953 | 346 | Hold |
| 14 | PRIVATE TRUST CO NA | $12,602 | 303 | Hold |
| 15 | UBS Group AG | $7,153 | 172 | Trimmed |
| 16 | Larson Financial Group LLC | $4,785 | 115 | Hold |
| 17 | MRP Capital Investments, LLC | $1,248 | 30 | Hold |
| 18 | Royal Bank of Canada | $1,000 | 24 | New |
| 19 | MORGAN STANLEY | $225 | 5 | Trimmed |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 21 | High Point Wealth Management, LLC | $0 | 0 | Exited |
| 22 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
| 23 | TCTC Holdings, LLC | $0 | 0 | Exited |
| 24 | NewEdge Advisors, LLC | $0 | 0 | Exited |
| 25 | Worth Asset Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31