O'Shaughnessy Asset Management’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

O'Shaughnessy Asset Management’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	$330	Buy	+7	New	+$326	﹤0.01%	2565

Other funds holding SPBC

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

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

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

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

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

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

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

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

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

Citadel Advisors

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

O'Shaughnessy Asset Management's SPBC Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in Simplify US Equity PLUS GBTC ETF (SPBC) in Q2 2026: 7 shares worth $330. The stake represents ﹤0.01% of the portfolio and ranks #2565 among its holdings.

20 funds tracked by Wall St. Rank hold SPBC as of Q2 2026.

O'Shaughnessy Asset Management held 7 shares of Simplify US Equity PLUS GBTC ETF worth $330 as of Q2 2026.
Simplify US Equity PLUS GBTC ETF was a new O'Shaughnessy Asset Management position in Q2 2026.
Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2565 holding.
20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.