Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SIMPLIFY US EQT
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Number of holders
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18
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Total 13F shares, excl. options
-
1,489,235
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Shares change
-
+958,423
-
Total reported value, excl. options
-
$61,711,296
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Value change
-
+$40,410,953
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Number of buys
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11
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Number of sells
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-6
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Price
-
$41.44
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) as of Q2 2025
21 filings reported holding SPBC - SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT as of Q2 2025.
SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,489,235 shares
.
Largest 10 shareholders include Private Advisor Group, LLC (764,678 shares), CWM, LLC (273,476 shares), LPL Financial LLC (223,822 shares), OSAIC HOLDINGS, INC. (67,132 shares), ENVESTNET ASSET MANAGEMENT INC (48,886 shares), Total Clarity Wealth Management, Inc. (41,529 shares), Chicago Partners Investment Group LLC (18,814 shares), Ferguson Shapiro LLC (17,349 shares), OLD MISSION CAPITAL LLC (15,893 shares), and Worth Asset Management, LLC (6,329 shares).
This table shows the top 18 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.