Citadel Advisors
SPBC icon

Citadel Advisors’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Citadel Advisors’s Portfolio SPBC Stock Details SPBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$960K Buy
23,086
+12,971
+128% +$570K ﹤0.01% 7745
2025
Q4 		$452K Buy
+10,115
New +$453K ﹤0.01% 9272
2025
Q2 		– Sell
-20,711
Closed -$752K – 14902
2025
Q1 		$752K Buy
20,711
+8,324
+67% +$323K ﹤0.01% 7585
2024
Q4 		$478K Buy
+12,387
New +$476K ﹤0.01% 8650

Other funds holding SPBC

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors's SPBC Position: Q1 2026 in Review

Citadel Advisors increased its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 128% in Q1 2026, buying an estimated $570K and bringing the position to 23,086 shares worth $960K. The position accounts for ﹤0.01% of the portfolio, ranked #7745.

Citadel Advisors first reported a position in SPBC in Q4 2024 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold SPBC as of Q1 2026.

  • Citadel Advisors held 23,086 shares of Simplify US Equity PLUS GBTC ETF worth $960K as of Q1 2026.
  • Citadel Advisors bought 12,971 Simplify US Equity PLUS GBTC ETF shares in Q1 2026, an estimated $570K.
  • Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #7745 holding.
  • Citadel Advisors first reported a position in Simplify US Equity PLUS GBTC ETF in Q4 2024 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.