SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC)

CUSIP: 82889N848

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / SIMPLIFY US EQT
Total 13F shares
1,436,733
Share change
-52,502
Total reported value
$64,440,410
Price per share
$44.85
Number of holders
20
Value change
-$1,996,413
Number of buys
13
Number of sells
8

Quarterly Holders Quick Answers

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

Need full ownership history?
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 Q3 2025

As of 30 Sep 2025, SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) was held by 20 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,436,733 shares. The largest 10 holders included Private Advisor Group, LLC, LPL Financial LLC, CWM, LLC, SFG Wealth Management, LLC., OSAIC HOLDINGS, INC., WJ Wealth Management, LLC, Total Clarity Wealth Management, Inc., Chicago Partners Investment Group LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, and Worth Asset Management, LLC. This page lists 20 institutional shareholders reporting positions in this security for the Q3 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2025 vs Q2 2025 Across Filers

Q2 2025 holders
18
Q3 2025 holders
20
Holder diff
2
Investor Q2 2025 Shares Q3 2025 Shares Share Diff Share Chg % Q2 2025 Value $ Q3 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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