Simplify Exchange Traded Funds - SPBC
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Funds
· Industry:
Investment Company
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Company profile
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Quarter snapshot
Latest / Compare
Q2 2026
· Q1 2026
Value (USD)
Total reported value ($000)
$31.21M
QoQ value delta ($000)
-$229K
(-0.73%)
Implied price effect (QoQ)
+7.76%
Shares
Total shares
693,700
QoQ shares delta
-59,322
(-7.88%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
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Top holders (Q2 2026)
Top 25 only
Full list
Partial Q2 2026 data: 20 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| CWM, LLC | 11,281 | 271,272 | 0.03% |
| LPL Financial LLC | 6,988 | 148,080 | 0.0% |
| Professional Financial Advisors, LLC | 6,178 | 130,926 | 1.07% |
| SFG Wealth Management, LLC. | 1,388 | 29,425 | 0.5% |
| Chicago Partners Investment Group LLC | 1,238 | 26,319 | 0.02% |
| Total Clarity Wealth Management, Inc. | 1,089 | 23,086 | 0.21% |
| FLOW TRADERS U.S. LLC | 1,032 | 21,866 | 0.04% |
| ARQ WEALTH ADVISORS, LLC | 557 | 11,671 | 0.07% |
| Private Advisor Group, LLC | 401 | 8,517 | 0.0% |
| Worth Asset Management, LLC | 396 | 8,397 | 0.13% |
| CITADEL ADVISORS LLC | 309 | 6,567 | 0.0% |
| OSAIC HOLDINGS, INC. | 166 | 3,528 | 0.0% |
| UBS Group AG | 96 | 2,052 | 0.0% |
| NewEdge Advisors, LLC | 57 | 1,228 | 0.0% |
| PRIVATE TRUST CO NA | 14 | 303 | 0.0% |
| JPMORGAN CHASE & CO | 10 | 226 | 0.0% |
| Larson Financial Group LLC | 5 | 115 | 0.0% |
| Asset Planning,Inc | 3 | 82 | 0.0% |
| MRP Capital Investments, LLC | 1 | 30 | 0.0% |
| MORGAN STANLEY | 0 | 3 | 0.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0 | 7 | 0.0% |