24 institutions reported holding $19.9M of Simplify Exchan/simplify Us Equity (SPBC) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($7.0M), Professional Financial Advisors, LLC ($6.2M), SFG Wealth Management, LLC. ($1.4M), Chicago Partners Investment Group LLC ($1.2M), Total Clarity Wealth Management, Inc. ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $7.0M | 148,080 | Added |
| 2 | Professional Financial Advisors, LLC | $6.2M | 130,926 | Added |
| 3 | SFG Wealth Management, LLC. | $1.4M | 29,425 | Trimmed |
| 4 | Chicago Partners Investment Group LLC | $1.2M | 26,319 | Trimmed |
| 5 | Total Clarity Wealth Management, Inc. | $1.1M | 23,086 | Added |
| 6 | FLOW TRADERS U.S. LLC | $1.0M | 21,866 | New |
| 7 | ARQ WEALTH ADVISORS, LLC | $557,279 | 11,671 | New |
| 8 | Private Advisor Group, LLC | $401,913 | 8,517 | Trimmed |
| 9 | Worth Asset Management, LLC | $396,272 | 8,397 | New |
| 10 | CITADEL ADVISORS LLC | $309,910 | 6,567 | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $166,565 | 3,528 | Trimmed |
| 12 | UBS Group AG | $96,838 | 2,052 | Added |
| 13 | NewEdge Advisors, LLC | $57,952 | 1,228 | Trimmed |
| 14 | PRIVATE TRUST CO NA | $14,301 | 303 | Hold |
| 15 | JPMORGAN CHASE & CO | $10,603 | 226 | Trimmed |
| 16 | Larson Financial Group LLC | $5,442 | 115 | Hold |
| 17 | Asset Planning,Inc | $3,870 | 82 | New |
| 18 | MRP Capital Investments, LLC | $1,416 | 30 | Hold |
| 19 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $330 | 7 | New |
| 20 | MORGAN STANLEY | $172 | 3 | Trimmed |
| 21 | Royal Bank of Canada | $0 | 0 | Exited |
| 22 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 23 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 24 | RAYMOND JAMES FINANCIAL INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30