As of 30 Sep 2025, 20 institutional investors reported holding 1,436,733 shares of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 1,436,733 | $64,440,410 | -$1,996,388 | $44.85 | 20 |
| 2025 Q2 | 1,489,235 | $61,711,296 | +$40,410,943 | $41.44 | 18 |
| 2025 Q1 | 530,812 | $19,361,340 | -$8,903,328 | $36.31 | 17 |
| 2024 Q4 | 773,785 | $29,859,462 | -$547,333 | $38.62 | 19 |
| 2024 Q3 | 789,523 | $28,701,024 | +$11,672,452 | $36.35 | 15 |
| 2024 Q2 | 468,430 | $16,169,935 | +$1,847,239 | $34.52 | 16 |
| 2024 Q1 | 414,902 | $14,031,770 | +$9,606,455 | $33.82 | 12 |
| 2023 Q4 | 130,835 | $3,719,658 | +$2,219,831 | $28.43 | 7 |
| 2023 Q3 | 56,846 | $1,362,623 | -$4,763,650 | $23.97 | 6 |
| 2023 Q2 | 250,271 | $6,255,956 | +$2,892,737 | $25.00 | 9 |
| 2023 Q1 | 135,588 | $3,094,949 | -$42,543,323 | $22.80 | 7 |
| 2022 Q4 | 2,232,793 | $45,452,797 | +$234,327 | $20.14 | 11 |
| 2022 Q3 | 2,124,738 | $41,094,000 | -$37,449,994 | $19.29 | 8 |
| 2022 Q2 | 4,018,666 | $82,100,000 | +$240,000 | $20.43 | 4 |
| 2022 Q1 | 4,105,651 | $108,648,000 | +$105,857,228 | $26.50 | 6 |
| 2021 Q4 | 56,922 | $1,600,000 | +$1,486,963 | $28.12 | 6 |
| 2021 Q3 | 4,027 | $104,000 | -$181,000 | $26.67 | 3 |
| 2021 Q2 | 11,198 | $285,000 | +$285,000 | $25.53 | 3 |