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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

SPBC

SPBC Institutional Ownership Tracker

Simplify US Eqty Pl Bitcoin

-$5.2M

Net Activity

Institutions Holding

19

Popularity Rank

#8334

Avg Weight

0.10%

Total Value

$30.9M

Ownership Trend

19 institutions currently hold SPBC, with 7 net buyers and 16 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

16

Net Buying Institutions

7

Key Holders

Key Holders

Top 5 by Value

LPL Financial LLC

Professional Financial Advisors, LLC

Private Advisor Group, LLC

Chicago Partners Investment Group LLC

Top 5 by Conviction

Professional Financial Advisors, LLC

SFG Wealth Management, LLC.

Total Clarity Wealth Management, Inc.

Chicago Partners Investment Group LLC

View all 19 holding institutions

Quarterly Activity

Recent Activity

+$9.7M

Total Buy Value

$33.1M

Total Sell Value

New buy5

Trim8

Add2

Sold out8

7

Net Buyers

16

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SIMPLIFY US EQTY PL BITCOIN (SPBC)?

Major stakeholders currently include Cwm, LLC ($11.3M), LPL Financial LLC ($6.0M), Professional Financial Advisors, LLC ($5.3M). Based on the latest 13F filings, there are a total of 19 tracked investment funds and institutions maintaining positions in SPBC.

What is the overall institutional sentiment toward SPBC recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $5.2M, driven by 7 managers accumulating shares while 16 reduced their exposure.

Which institutions have been selling or reducing their SPBC positions?

In the latest period, 8 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $33.1M.

Are there any notable investors adding SPBC to their portfolios?

Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $9.7M.

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