Who Owns Simplify US Equity PLUS Bitcoin Strategy ETF (SPBC)?Hedge Fund & Institutional Holders

$42.46-0.27 (-0.64%)Financial ServicesNASDAQ

Institutional Holders

24

as of Q4 2025

Total Institutional Value

$4.48900021680002e+86T

% of Float Held

—

QoQ Change in Holders

+8 / -2

Price History

$32.08$35.60$39.12$42.64$46.16Aug 24May 25Mar 26

SPBC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Worth Asset Management, LLCNew Position+16K+$702.0M
Total Clarity Wealth Management, Inc.Increased+8K+$350.8M
SFG Wealth Management, LLC.Increased+1K+$36.8M
ARQ WEALTH ADVISORS, LLCIncreased+803+$34.3M
PRIVATE TRUST CO NANew Position+303+$13.0M
CWM, LLCNew Position+280K+$12.5M
Chicago Partners Investment Group LLCNew Position+30K+$1.3M
High Point Wealth Management, LLCNew Position+30+$1K
CITADEL ADVISORS LLCNew Position+10K+$0
FLOW TRADERS U.S. LLCNew Position+6K+$0
JPMORGAN CHASE & CONew Position+346+$0
NewEdge Advisors, LLCIncreased+3K+$-422.4M

SPBC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-221K-$17.7B
Private Advisor Group, LLCDecreased-371K-$17.2B
WJ Wealth Management, LLCDecreased-57K-$2.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-12K-$1.0B
JANE STREET GROUP, LLCClosed Position-5K-$236.8M
OSAIC HOLDINGS, INC.Decreased-3K-$200.2M
UBS Group AGDecreased-47-$2.7M
HRT FINANCIAL LPClosed Position-8K-$352K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SFG Wealth Management, LLC.100,401$4.5B1.76%Share
2Total Clarity Wealth Management, Inc.48,480$2.2B0.52%Share
3OSAIC HOLDINGS, INC.48,018$2.0B0.00%Share
4Private Advisor Group, LLC56,716$2.0B0.01%Share
5Worth Asset Management, LLC12,196$545.0M0.23%Share
6ARQ WEALTH ADVISORS, LLC7,263$324.0M0.09%Share
7WJ Wealth Management, LLC4,939$220.0M0.10%Share
8Worth Asset Management, LLC3,473$155.0M0.07%Share
9TCTC Holdings, LLC1,467$65.0M0.00%Share
10PRIVATE TRUST CO NA303$13.0M0.00%Share
11CWM, LLC279,525$12.5M0.03%Share
12UBS Group AG258$11.0M0.00%Share
13LPL Financial LLC173,245$7.0M0.00%Share
14Worth Asset Management, LLC54$2.0M0.00%Share
15Chicago Partners Investment Group LLC29,657$1.3M0.03%Share
16MRP Capital Investments, LLC30$1.0M0.00%Share
17High Point Wealth Management, LLC30$1K0.00%Share
18SUSQUEHANNA INTERNATIONAL GROUP, LLP11,586$00.00%Share
19MORGAN STANLEY6$00.00%Share
20NewEdge Advisors, LLC12,448$00.00%Share
21JPMORGAN CHASE & CO346$00.00%Share
22Larson Financial Group LLC115$00.00%Share
23FLOW TRADERS U.S. LLC5,857$00.00%Share
24CITADEL ADVISORS LLC10,115$00.00%Share

SPBC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202522$12.0B+6
Q3 202516$50.2B-2
Q2 202518$47.6B-2
Q1 202520$21.6B+4
Q4 202416$19.7B+5
Q3 202411$2.8T-2
Q2 202413$469.2B+3
Q1 202410$441.6B—

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As of Q4 2025, 24 institutional investors hold SPBC (Simplify US Equity PLUS Bitcoin Strategy ETF). The largest holder is SFG Wealth Management, LLC. with $4.5B in shares. This quarter, 8 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SPBC?

As of Q4 2025, 24 institutional investors report holding SPBC (Simplify US Equity PLUS Bitcoin Strategy ETF) in their 13F filings.

Who is the largest institutional holder of SPBC?

The largest institutional holder of SPBC is SFG Wealth Management, LLC. with $4.5B in shares.

Is institutional ownership of SPBC increasing or decreasing?

This quarter, 8 institutions opened new positions in SPBC and 2 closed their positions.