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Simplify US Equity PLUS GBTC ETF

18 hedge funds and large institutions have $19.4M invested in Simplify US Equity PLUS GBTC ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
6
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$6.71M +$2.96M +81,415 +79%
SWM
2
SFG Wealth Management
Maryland
$3.74M -$4.52M -124,451 -55%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.13M +$1.6M +44,193 +303%
PAG
4
Private Advisor Group
New Jersey
$1.98M -$6.99M -192,517 -78%
TCWM
5
Total Clarity Wealth Management
Illinois
$1.23M -$2.2K -57 -0.2%
Citadel Advisors
6
Citadel Advisors
Florida
$752K +$302K +8,324 +67%
FS
7
Ferguson Shapiro
Georgia
$728K -$71.2K -1,962 -9%
CPIG
8
Chicago Partners Investment Group
Illinois
$524K +$163K +4,385 +45%
OMC
9
Old Mission Capital
Illinois
$438K -$343K -9,459 -44%
WAM
10
Worth Asset Management
Texas
$413K -$201K -5,543 -33%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$374K +$1.13K +31 +0.3%
AWA
12
ARQ Wealth Advisors
Arizona
$210K +$210K +5,796 New
NA
13
NewEdge Advisors
Louisiana
$63K +$7.26K +200 +13%
TH
14
TCTC Holdings
Texas
$53.3K
PTC
15
Private Trust Company
Ohio
$7.3K
LFG
16
Larson Financial Group
Missouri
$4.14K +$4.14K +114 New
MCI
17
MRP Capital Investments
Georgia
$1.09K
Morgan Stanley
18
Morgan Stanley
New York
$58
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
-$1.32M -34,116 Closed
Jane Street
20
Jane Street
New York
-$540K -13,986 Closed
UBS Group
21
UBS Group
Switzerland
-$168K -4,342 Closed