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Simplify US Eqty PL Bitcoin (SPBC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Professional Financial Advisors, LLC
INCREASED
Shares136,705 from 130,926
Change+5,779 (+4%)
Value$6.8M (+$669.7K)
Filed 2026-10-13
LPL Financial LLC
DECREASED
Shares70,569 from 148,080
Change-77,511 (-52%)
Value$3.5M (-$3.5M)
Filed 2026-11-06
SFG Wealth Management, Llc.
INCREASED
Shares29,696 from 29,425
Change+271 (+1%)
Value$1.5M (+$99.0K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
DECREASED
Shares25,331 from 26,319
Change-988 (-4%)
Value$1.3M (+$21.3K)
Filed 2026-10-27
Total Clarity Wealth Management, Inc.
INCREASED
Shares23,504 from 23,086
Change+418 (+2%)
Value$1.2M (+$88.0K)
Filed 2026-10-26
Worth Asset Management, LLC
INCREASED
Shares14,158 from 8,397
Change+5,761 (+69%)
Value$709.3K (+$313.0K)
Filed 2026-10-07
ARQ Wealth Advisors, LLC
INCREASED
Shares12,348 from 11,671
Change+677 (+6%)
Value$618.6K (+$61.3K)
Filed 2026-10-29
Private Trust Co NA
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$15.2K (+$880)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares116 from 115
Change+1 (+1%)
Value$5.8K (+$346)
Filed 2026-11-05
Asset Planning,Inc
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$4.1K (+$238)
Filed 2026-10-26
GK Wealth Management LLC
NEW
Shares40
Change+40
Value$2.0K
Filed 2026-10-09
Flow Traders U.S. LLC
N/A
Shares— from 21,866
Change-21,866 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,517
Change-8,517 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,567
Change-6,567 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,528
Change-3,528 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 226
Change-226 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Professional Financial Advisors, LLC
INCREASED136,705130,926+5,779+4%$6.2M$6.8M+$669.7K2026-10-13
LPL Financial LLC
DECREASED70,569148,080-77,511-52%$7.0M$3.5M-$3.5M2026-11-06
SFG Wealth Management, Llc.
INCREASED29,69629,425+271+1%$1.4M$1.5M+$99.0K2026-10-23
Chicago Partners Investment Group LLC
DECREASED25,33126,319-988-4%$1.2M$1.3M+$21.3K2026-10-27
Total Clarity Wealth Management, Inc.
INCREASED23,50423,086+418+2%$1.1M$1.2M+$88.0K2026-10-26
Worth Asset Management, LLC
INCREASED14,1588,397+5,761+69%$396.3K$709.3K+$313.0K2026-10-07
ARQ Wealth Advisors, LLC
INCREASED12,34811,671+677+6%$557.3K$618.6K+$61.3K2026-10-29
Private Trust Co NA
UNCHANGED30330300%$14.3K$15.2K+$8802026-10-20
Larson Financial Group LLC
INCREASED116115+1+1%$5.4K$5.8K+$3462026-11-05
Asset Planning,Inc
UNCHANGED828200%$3.9K$4.1K+$2382026-10-26
GK Wealth Management LLC
NEW40—+40——$2.0K—2026-10-09
Flow Traders U.S. LLC
N/A—21,866-21,866-100%$1.0M———
Private Advisor Group, LLC
N/A—8,517-8,517-100%$401.9K———
Citadel Advisors LLC
N/A—6,567-6,567-100%$309.9K———
Osaic Holdings, Inc.
N/A—3,528-3,528-100%$166.6K———
UBS Group AG
N/A—2,052-2,052-100%$96.8K———
NewEdge Advisors, LLC
N/A—1,228-1,228-100%$58.0K———
JPMorgan Chase & Co
N/A—226-226-100%$10.6K———
MRP Capital Investments, LLC
N/A—30-30-100%$1.4K———
O'shaughnessy Asset Management, LLC
N/A—7-7-100%$330———
Morgan Stanley
N/A—3-3-100%$172———
Showing 21 of 21 institutions