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Simplify US Equity PLUS GBTC ETF
SPBC

Overview Fund Activity

18 hedge funds and large institutions have $60M invested in Simplify US Equity PLUS GBTC ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$29.4M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$11.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.03M
4
LPL Financial
LPL Financial
California
+$1.62M
5
TCWM
Total Clarity Wealth Management
Illinois
+$400K

Top Sellers

1
SWM
SFG Wealth Management
Maryland
-$3.74M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.31M
3
Citadel Advisors
Citadel Advisors
Florida
-$752K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$374K
5
WAM
Worth Asset Management
Texas
-$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
1
Private Advisor Group
New Jersey
$31.7M +$29.4M +710,065 +1,300%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$11.3M +$11.3M +273,476 New
LPL Financial
3
LPL Financial
California
$9.28M +$1.62M +39,066 +21%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.03M +$2.03M +48,886 New
TCWM
5
Total Clarity Wealth Management
Illinois
$1.72M +$400K +9,661 +30%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.05M -$1.31M -32,683 -56%
CPIG
7
Chicago Partners Investment Group
Illinois
$806K +$203K +4,747 +34%
FS
8
Ferguson Shapiro
Georgia
$719K -$112K -2,699 -13%
OMC
9
Old Mission Capital
Illinois
$659K +$158K +3,822 +32%
WAM
10
Worth Asset Management
Texas
$262K -$209K -5,047 -44%
AWA
11
ARQ Wealth Advisors
Arizona
$210K – – –
UBS Group
12
UBS Group
Switzerland
$75.8K +$75.8K +1,828 New
TH
13
TCTC Holdings
Texas
$60.8K – – –
NA
14
NewEdge Advisors
Louisiana
$53.5K -$18.4K -445 -26%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$21K +$21K +500 New
PTC
16
Private Trust Company
Ohio
$12.5K +$4.18K +101 +50%
LFG
17
Larson Financial Group
Missouri
$4.74K – – –
MCI
18
MRP Capital Investments
Georgia
$1.24K – – –
SWM
19
SFG Wealth Management
Maryland
– -$3.74M -102,878 Closed
Citadel Advisors
20
Citadel Advisors
Florida
– -$752K -20,711 Closed
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
– -$374K -10,289 Closed
Morgan Stanley
22
Morgan Stanley
New York
– -$58 -1 Closed