SPBC Institutional Ownership
Simplify US Equity PLUS Bitcoin Strategy ETF
1W: -0.2%
1M: +1.6%
3M: +5.8%
YTD: +12.7%
1Y: +12.2%
3Y: +117.1%
5Y: +107.1%
$50.56
+0.34 (+0.67%)
Weekly Expected Move ±2.1%
$48
$50
$51
$52
$53
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPBC
24
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
20M
Total Invested
5
New Positions
4
Increased
12
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (29 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 271,272 | 14M | -8,253 | -3.0% | 4Q | SEC ↗ |
| 2 | LPL Financial LLC | 148,080 | 7M | +3,400 | +2.4% | 10Q | SEC ↗ |
| 3 | Professional Financial Advisors, LLC | 130,926 | 7M | +3,742 | +2.9% | 2Q | SEC ↗ |
| 4 | SFG Wealth Management, LLC. | 29,425 | 1M | -191 | -0.6% | 4Q | SEC ↗ |
| 5 | Chicago Partners Investment Group LLC | 26,319 | 1M | -2,857 | -9.8% | 7Q | SEC ↗ |
| 6 | Total Clarity Wealth Management, Inc. | 23,086 | 1M | +2,067 | +9.8% | 10Q | SEC ↗ |
| 7 | FLOW TRADERS U.S. LLC NEW | 21,866 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 8 | ARQ WEALTH ADVISORS, LLC NEW | 11,671 | 590K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Private Advisor Group, LLC | 8,517 | 431K | -48,697 | -85.1% | 10Q | SEC ↗ |
| 10 | Worth Asset Management, LLC NEW | 8,397 | 425K | — | +0.0% | 1Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC | 6,567 | 332K | -16,519 | -71.6% | 3Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 3,528 | 178K | -5,545 | -61.1% | 20Q | SEC ↗ |
| 13 | UBS Group AG | 2,052 | 104K | +1,880 | +1093.0% | 5Q | SEC ↗ |
| 14 | NewEdge Advisors, LLC | 1,228 | 62K | -13,031 | -91.4% | 7Q | SEC ↗ |
| 15 | PRIVATE TRUST CO NA | 303 | 15K | — | +0.0% | 10Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 226 | 11K | -120 | -34.7% | 3Q | SEC ↗ |
| 17 | Larson Financial Group LLC | 115 | 6K | — | +0.0% | 6Q | SEC ↗ |
| 18 | Asset Planning,Inc NEW | 82 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 19 | MRP Capital Investments, LLC | 30 | 2K | — | +0.0% | 8Q | SEC ↗ |
| 20 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC NEW | 7 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 21 | MORGAN STANLEY | 3 | 0K | -2 | -40.0% | 4Q | SEC ↗ |
| 22 | RAYMOND JAMES FINANCIAL INC | 0 | 0K | -7,111 | -100.0% | 1Q | SEC ↗ |
| 23 | High Point Wealth Management, LLC | 0 | 0K | -30 | -100.0% | 1Q | SEC ↗ |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -11,586 | -100.0% | 2Q | SEC ↗ |
| 25 | JANE STREET GROUP, LLC | 0 | 0K | -8,196 | -100.0% | 1Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 0 | 0K | -24 | -100.0% | 1Q | SEC ↗ |
| 27 | OLD MISSION CAPITAL LLC | 0 | 0K | -10,141 | -100.0% | 1Q | SEC ↗ |
| 28 | WJ Wealth Management, LLC | 0 | 0K | -4,939 | -100.0% | 2Q | SEC ↗ |
| 29 | TCTC Holdings, LLC | 0 | 0K | -1,467 | -100.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 21,866 | 1M |
| ARQ WEALTH ADVISORS, LLC | 11,671 | 590K |
| Worth Asset Management, LLC | 8,397 | 425K |
| Asset Planning,Inc | 82 | 4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 0K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,586 | 586K |
| OLD MISSION CAPITAL LLC | 10,141 | 513K |
| JANE STREET GROUP, LLC | 8,196 | 414K |
| RAYMOND JAMES FINANCIAL INC | 7,111 | 360K |
| WJ Wealth Management, LLC | 4,939 | 250K |
| TCTC Holdings, LLC | 1,467 | 74K |
| High Point Wealth Management, LLC | 30 | 2K |
| ROYAL BANK OF CANADA | 24 | 1K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Professional Financial Advisors, LL | +3,742 | +2.9% | 130,926 |
| LPL Financial LLC | +3,400 | +2.4% | 148,080 |
| Total Clarity Wealth Management, In | +2,067 | +9.8% | 23,086 |
| UBS Group AG | +1,880 | +1093.0% | 2,052 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | -48,697 | -85.1% | 8,517 |
| CITADEL ADVISORS LLC | -16,519 | -71.6% | 6,567 |
| NewEdge Advisors, LLC | -13,031 | -91.4% | 1,228 |
| CWM, LLC | -8,253 | -3.0% | 271,272 |
| OSAIC HOLDINGS, INC. | -5,545 | -61.1% | 3,528 |
| Chicago Partners Investment Group L | -2,857 | -9.8% | 26,319 |
| SFG Wealth Management, LLC. | -191 | -0.6% | 29,425 |
| JPMORGAN CHASE & CO | -120 | -34.7% | 226 |
| MORGAN STANLEY | -2 | -40.0% | 3 |