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SPBC — SIMPLIFY US EQTY PL BITCOIN

Reported value held$417.58K
Funds holding (latest)5
Sector—
Funds holding (Q2 2026)4
Institutional value$417.52K · 8.85K sh
New / Add / Cut / Exit1 / 1 / 2 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -62.0% (-14.41K sh)
Institutional value change Down -56.8%

As of Q2 2026, 4 SEC-registered investment managers reported holding SPBC (SIMPLIFY US EQTY PL BITCOIN) in their latest 13F filings, with a combined reported value of $417.52K across 8.85K shares. That is -62.0% by share count (-14.41K shares) versus the previous quarter, while reported value moved -56.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Citadel Advisors history Q2 2026 6.57K $309.91K 0.00% Reduce
UBS Group AG history Q2 2026 2.05K $96.84K 0.00% Add
JPMorgan Chase & Co history Q2 2026 226 $10.60K 0.00% New
Morgan Stanley history Q2 2026 3 $172 0.00% Reduce
Bank of America Corp history Q4 2023 2 $57 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 5 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Citadel Advisors — — — — — — — — — — — — 12.39K 20.71K — — 10.12K 23.09K 6.57K
UBS Group AG — 104 150 — 96 242 245 126 93 90 1.43K 33 4.34K — 1.83K 305 258 172 2.05K
JPMorgan Chase & Co 300 300 300 300 — — — — — — — — — — — — 346 — 226
Morgan Stanley — — — — — — 1 — — 1 2 — 1 1 — 6 6 5 3
Bank of America Corp — — — — — — — — 2 — — — — — — — — — —

Download holders (CSV)