SIMPLIFY US EQ PLUS GBTC ETF (SPBC) Institutional Ownership Changes & 13F Activity
SIMPLIFY US EQ PLUS GBTC ETF (SPBC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cwm, Llc, Private Advisor Group, Llc, Flow Traders U.S. Llc, Citadel Advisors Llc, and Arq Wealth Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -16,519 | -71.6% | 6,567 | $309.91K | Q2 2026 | Sep 02, 2026 |
| Flow Traders U.S. Llc | Buy | +21,866 | — | 21,866 | $1.03M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -5,545 | -61.1% | 3,528 | $166.56K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +1,880 | +1093.0% | 2,052 | $96.84K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +7 | — | 7 | $330.00 | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -2 | -40.0% | 3 | $172.00 | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +1,228 | — | 1,228 | $57.95K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +226 | — | 226 | $10.60K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +3,400 | +2.4% | 148,080 | $6.99M | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group Llc | Sell | -2,857 | -9.8% | 26,319 | $1.24M | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, Llc | Sell | -48,697 | -85.1% | 8,517 | $401.91K | Q2 2026 | Jul 27, 2026 |
| Asset Planning,Inc | Buy | +82 | — | 82 | $3.87K | Q2 2026 | Jul 27, 2026 |
| Arq Wealth Advisors, Llc | Buy | +11,671 | — | 11,671 | $557.28K | Q2 2026 | Jul 24, 2026 |
| Total Clarity Wealth Management, Inc. | Buy | +2,067 | +9.8% | 23,086 | $1.09M | Q2 2026 | Jul 23, 2026 |
| Sfg Wealth Management, Llc. | Sell | -191 | -0.6% | 29,425 | $1.39M | Q2 2026 | Jul 22, 2026 |
| Professional Financial Advisors, Llc | Buy | +3,742 | +2.9% | 130,926 | $6.18M | Q2 2026 | Jul 09, 2026 |
| Worth Asset Management, Llc | Buy | +8,397 | — | 8,397 | $396.27K | Q2 2026 | Jul 08, 2026 |
| Old Mission Capital Llc | Sell | -10,141 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -24 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -271,272 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Raymond James Financial Inc | Sell | -7,111 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Jane Street Group, Llc | Sell | -8,196 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about SPBC activity
Which institutional owners are buying SPBC?
Institutional owners buying SPBC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SPBC activity?
"Buy" means an investor increased their reported position in SPBC compared to the prior reporting period. This reflects growing exposure to SIMPLIFY US EQ PLUS GBTC ETF (SPBC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPBC increasing?
Institutional interest in SPBC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.