SIMPLIFY EXCHANGE TRADED FUN

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SPBC·82889N848·US·ETF

SPBC institutional ownership changes in Q2 2026: 3 institutions opened or added positions, 9 trimmed or exited. SPBC (SIMPLIFY EXCHANGE TRADED FUN) is held by 9 institutional investors as of Q2 2026. Top institutional shareholders: LPL Financial LLC ($7M), Private Advisor Group, LLC ($401,913), CITADEL ADVISORS LLC ($309,910). Net institutional sentiment: Bearish.

9

Holders

$8M

Total Value

25% (12)

Consensus

3 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)43

Insider (Form 4)38

Activist (13D/13G)67

Congressional (STOCK Act)33

Holder Quality

27

★★★★★

Elite

19

★★★★

Strong

35

★★★

Solid

73

★★

Below

52

★

Weak

Held by 9 funds

Who's Trading

Source dates: Price Oct 23, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SPBC.

Top Holders

Top Holders (9)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	148,080(+2.4%)	$7M	0.0%	+14.48%	28
Private Advisor Group, LLC	Decreased	8,517(-85.1%)	$401,913	0.0%	+23.07%	0
CITADEL ADVISORS LLC	Decreased	6,567(-71.5%)	$309,910	0.0%	+16.89%	0
OSAIC HOLDINGS, INC.	Decreased	3,528(-61.1%)	$166,565	0.0%	+43.75%	0
UBS Group AG	Increased	2,052(+1093.0%)	$96,838	0.0%	+6.64%	24
NewEdge Advisors, LLC	Decreased	1,228(-91.4%)	$57,952	0.0%	+14.93%	0
JPMORGAN CHASE & CO	Decreased	226(-34.7%)	$10,603	0.0%	+10.87%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	New	7	$330	0.0%	+6.06%	17
MORGAN STANLEY	Decreased	3(-40.0%)	$172	0.0%	+11.25%	0
RAYMOND JAMES FINANCIAL INC	Exited	0(-100.0%)	$295,721	0.0%	+8.46%	0
ROYAL BANK OF CANADA	Exited	0(-100.0%)	$1,000	0.0%	+13.73%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$340,842	0.0%	+8.46%	0

SPBCSIMPLIFY EXCHANGE TRADED FUN

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer