IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Simplify US Eqty PL Bitcoin (SPBC)

CUSIP: 82889N848 | NYSE | 45 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Professional Financial Advisors, LLC136,705
1.2% of portfolio›$6.8M
LPL Financial LLC70,569
0.0% of portfolio›$3.5M
SFG Wealth Management, Llc.29,696
0.5% of portfolio›$1.5M
Chicago Partners Investment Group LLC25,331
0.0% of portfolio›$1.3M
Total Clarity Wealth Management, Inc.23,504
0.2% of portfolio›$1.2M
Worth Asset Management, LLC14,158
0.2% of portfolio›$709.3K
ARQ Wealth Advisors, LLC12,348
0.1% of portfolio›$618.6K
Private Trust Co NA303
0.0% of portfolio›$15.2K
Larson Financial Group LLC116
0.0% of portfolio›$5.8K
Asset Planning,Inc82
0.0% of portfolio›$4.1K
GK Wealth Management LLC40
0.0% of portfolio›$2.0K
StyleTurnoverLocationFiled
Professional Financial Advisors, LLC
136,705$6.8M1.2%ETFMediumNorth Platte, NE2026-10-13
LPL Financial LLC
70,569$3.5M0.0%IndexVery LowFort Mill, SC2026-11-06
SFG Wealth Management, Llc.
29,696$1.5M0.5%ETFMediumTowson, MD2026-10-23
Chicago Partners Investment Group LLC
25,331$1.3M0.0%GARPLowChicago, IL2026-10-27
Total Clarity Wealth Management, Inc.
23,504$1.2M0.2%ETFMediumSt. Charles, IL2026-10-26
Worth Asset Management, LLC
14,158$709.3K0.2%ETFHighDallas, TX2026-10-07
ARQ Wealth Advisors, LLC
12,348$618.6K0.1%ETFLowScottsdale, AZ2026-10-29
Private Trust Co NA
303$15.2K0.0%CoreLowCleveland, OH2026-10-20
Larson Financial Group LLC
116$5.8K0.0%GrowthLowSt Louis, MO2026-11-05
Asset Planning,Inc
82$4.1K0.0%CoreVery LowLos Alamitos, CA2026-10-26
GK Wealth Management LLC
40$2.0K0.0%GARPVery HighReno, NV2026-10-09