LPL Financial’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

LPL Financial’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	$6.99M	Buy	148,080 +3,400	+2%	+$158K	﹤0.01%	2481
2026 Q1	$6.02M	Sell	144,680 -28,565	-16%	-$1.26M	﹤0.01%	2460
2025 Q4	$7.75M	Sell	173,245 -221,192	-56%	-$9.91M	﹤0.01%	2152
2025 Q3	$17.7M	Buy	394,437 +170,615	+76%	+$7.36M	0.01%	1443
2025 Q2	$9.28M	Buy	223,822 +39,066	+21%	+$1.48M	﹤0.01%	1794
2025 Q1	$6.71M	Buy	184,756 +81,415	+79%	+$3.15M	﹤0.01%	1905
2024 Q4	$3.99M	Buy	103,341 +48,026	+87%	+$1.84M	﹤0.01%	2256
2024 Q3	$2.01M	Buy	55,315 +3,868	+8%	+$135K	﹤0.01%	2736
2024 Q2	$1.78M	Buy	51,447 +16,154	+46%	+$539K	﹤0.01%	2710
2024 Q1	$1.19M	Buy	+35,293	New	+$1.09M	﹤0.01%	3019

Other funds holding SPBC

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

LPL Financial's SPBC Position: Q2 2026 in Review

LPL Financial increased its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 2.4% in Q2 2026, buying an estimated $158K and bringing the position to 148,080 shares worth $6.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

LPL Financial first reported a position in SPBC in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.7M in Q3 2025. 20 funds tracked by Wall St. Rank hold SPBC as of Q2 2026.

LPL Financial held 148,080 shares of Simplify US Equity PLUS GBTC ETF worth $6.99M as of Q2 2026.
LPL Financial bought 3,400 Simplify US Equity PLUS GBTC ETF shares in Q2 2026, an estimated $158K.
Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2481 holding.
LPL Financial first reported a position in Simplify US Equity PLUS GBTC ETF in Q1 2024 and has held it in 10 quarters since.
LPL Financial's Simplify US Equity PLUS GBTC ETF position peaked at $17.7M in Q3 2025.
20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.