SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC)

CUSIP: 82889N848

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / SIMPLIFY US EQT
Total 13F shares
1,489,235
Share change
+958,423
Total reported value
$61,711,296
Price per share
$41.44
Number of holders
18
Value change
+$40,410,953
Number of buys
11
Number of sells
6

Quarterly Holders Quick Answers

What is CUSIP 82889N848?
CUSIP 82889N848 identifies SPBC - SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of SPBC - SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) as of Q2 2025

As of 30 Jun 2025, SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) was held by 18 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,489,235 shares. The largest 10 holders included Private Advisor Group, LLC, CWM, LLC, LPL Financial LLC, OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, Total Clarity Wealth Management, Inc., Chicago Partners Investment Group LLC, Ferguson Shapiro LLC, OLD MISSION CAPITAL LLC, and Worth Asset Management, LLC. This page lists 18 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
17
Q2 2025 holders
18
Holder diff
1
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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