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 Q2	$310K	Sell	6,567 -16,519	-72%	-$770K	﹤0.01%	11042
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors's SPBC Position: Q2 2026 in Review

Citadel Advisors reduced its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 72% in Q2 2026, selling an estimated $770K and leaving 6,567 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #11042.

Citadel Advisors first reported a position in SPBC in Q4 2024 and has held it in 5 quarters since. The position peaked at $960K in Q1 2026. 20 funds tracked by Wall St. Rank hold SPBC as of Q2 2026.

Citadel Advisors held 6,567 shares of Simplify US Equity PLUS GBTC ETF worth $310K as of Q2 2026.
Citadel Advisors sold 16,519 Simplify US Equity PLUS GBTC ETF shares in Q2 2026, an estimated $770K.
Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #11042 holding.
Citadel Advisors first reported a position in Simplify US Equity PLUS GBTC ETF in Q4 2024 and has held it in 5 quarters since.
Citadel Advisors's Simplify US Equity PLUS GBTC ETF position peaked at $960K in Q1 2026.
20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.