SPBC · Simplify US Equity PLUS Bitcoin Strategy ETF ETF
$50.27
-0.37 (-0.74%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $309,909
Total Shares: 6,567
Institutional Ownership Trend
13 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2024Top Holder
100.0%
+57.1 pts
Top 5
100.0%
+6.8 pts
Top 10
100.0%
+0.0 pts
HHI
10,000
Highly concentrated+7,280
Quarterly Activity
vs Mar 31, 2024
New
1
Increased
0
Decreased
0
Sold Out
13
Unchanged
0
Holder count:
-12
Institutional value:
-97.8%
Shares held:
-98.4%
Top New Positions
vs Mar 31, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 6,567 | $309,909 |
Top Sold-Out Positions
vs Mar 31, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro SFG Wealth Management, LLC. | 178,089 | $6,022,969 | |
| Mid Private Advisor Group, LLC | 102,774 | $3,475,816 | |
| Small Total Clarity Wealth Management, Inc. | 50,121 | $1,695,092 | |
| Mega LPL Financial LLC | 35,293 | $1,193,609 | |
| Micro Worth Asset Management, LLC | 20,466 | $692,159 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC SPBC | $309,909 | 100.00% | 6,567 | Shares | 2026-09-02 |