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Simplify US Equity PLUS GBTC ETF
SPBC
SPBC
49.77
USD
+0.46
0.93%
At close
Updated
Sep 11, 4:00 PM EDT
Pre-market
After hours
1 day
0.93%
5 days
-1.03%
1 month
1.63%
3 months
6.12%
6 months
14.7%
Year to date
10.95%
1 year
12.42%
5 years
85.36%
10 years
100.44%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
OCM
1
Ovata Capital Management
Hong Kong
| $106M | +$104M | +4,000,000 | New |
|
| 2 |
WIM
2
WealthPlan Investment Management
Omaha,
Nebraska
| $1.2M | +$1.3M | +50,296 | New |
|
| 3 |
WP
3
WealthPLAN Partners
Omaha,
Nebraska
| $1.2M | +$1.3M | +50,296 | New |
|
| 4 |
4
Osaic Holdings
Scottsdale,
Arizona
| $122K | +$1.76K | +68 | +1% |
|
| 5 |
5
JP Morgan Chase
New York
| $8K | – | – | – |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $4K | +$1.19K | +46 | +44% |
|
| 7 |
NA
7
NewEdge Advisors
New Orleans,
Louisiana
| – | -$749K | -26,645 | Closed |
|
| 8 |
PAG
8
Private Advisor Group
Morristown,
New Jersey
| – | -$697K | -24,785 | Closed |
|
| 9 |
TRCT
9
Tower Research Capital (TRC)
New York
| – | -$15K | -547 | Closed |
|