SPBC — SIMPLIFY US EQTY PL BITCOIN
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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)
- JPMorgan Chase & Co 226 sh · $10.60K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details