Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SIMPLIFY US EQT
-
Total 13F shares
-
806,528
-
Share change
-
-630,235
-
Total reported value
-
$36,082,688
-
Price per share
-
$44.72
-
Number of holders
-
22
-
Value change
-
-$28,184,451
-
Number of buys
-
10
-
Number of sells
-
9
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) as of Q4 2025
As of 31 Dec 2025,
SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
806,528 shares.
The largest 10 holders included
CWM, LLC, LPL Financial LLC, SFG Wealth Management, LLC., Private Advisor Group, LLC, Total Clarity Wealth Management, Inc., OSAIC HOLDINGS, INC., Chicago Partners Investment Group LLC, Worth Asset Management, LLC, NewEdge Advisors, LLC, and SUSQUEHANNA INTERNATIONAL GROUP, LLP.
This page lists
22
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.