SPBC Hedge Fund Ownership (Q2 2026)

Simplify Exchange Traded Fun (SPBC)

20 + Investors. Track Smart Money conviction in SPBC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SPBC

Based on 20 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added SPBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 91% of 3.0Y peak

91% of all-time peak

20 funds currently hold this stock — 91% of the 3.0-year high of 22 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q

+2 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 50% buying

11 buying11 selling

Last quarter: 11 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 4 → 5 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 30% medium ■ 20% new

10 out of 20 hedge funds have held SPBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~7 new funds/quarter

4 → 6 → 4 → 5 → 7 new funds/Q

New funds entering each quarter: 6 → 4 → 5 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 60% veterans vs 20% newcomers

■ 60% veterans ■ 20% 1-2yr ■ 20% new

Entry-cohort mix of 20 holders: 12 (60%) are 2+ year veterans, 4 entered 1–2 years ago, and 4 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

5 of 20 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	20	18	11.11%
13F Shares	422K	738K	-42.79%
Total Value	$19M	$31M	-38.69%
New Positions	7	5	+2
Increased Positions	4	2	+2
Closed Positions	5	9	-4
Reduced Positions	6	8	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

11.11%

13F Shares

422K

738K

-42.79%

Total Value

$19M

$31M

-38.69%

New Positions

Increased Positions

Closed Positions

-4

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

20 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SPBC. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 19 SPBC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Professional Financial Advisors, LLC	1.07%	130,926	$6.2M
2	SFG Wealth Management, LLC.	0.50%	29,425	$1.4M
3	Total Clarity Wealth Management, Inc.	0.21%	23,086	$1.1M
4	Worth Asset Management, LLC	0.13%	8,397	$396K
5	Arq Wealth Advisors, LLC	0.07%	11,671	$557K
6	Chicago Partners Investment Group LLC	0.02%	26,319	$1.2M
7	Asset Planning,Inc	0.00%	82	$4K
8	Private Advisor Group, LLC	0.00%	8,517	$402K
9	LPL Financial LLC	0.00%	148,080	$7.0M
10	Private Trust Co NA	0.00%	303	$14K
11	MRP Capital Investments, LLC	0.00%	30	$1K
12	Osaic Holdings, INC.	0.00%	3,528	$167K
13	NewEdge Advisors, LLC	0.00%	1,228	$58K
14	Larson Financial Group LLC	0.00%	115	$5K
15	Citadel Advisors LLC	0.00%	6,567	$310K
16	UBS Group AG	0.00%	2,052	$97K
17	O'shaughnessy Asset Management, LLC	0.00%	7	—
18	Jpmorgan Chase & Co	0.00%	226	$11K
19	Morgan Stanley	0.00%	3	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (SPBC)

What does the Smart Money Trend signal show for SPBC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SPBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SPBC?

Slight buying edge — 50% buying: Last quarter: 11 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SPBC holders?

Strong quality — 39% AUM from major funds: 5 of 20 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SPBC?

50% of holders stayed for 2+ years: 10 out of 20 hedge funds have held SPBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Simplify Exchange Traded Fun (SPBC)

Smart Money Signals — SPBC

Buying streak — 1 quarter in a row

High ownership — 91% of 3.0Y peak

Steady growth — +11% more funds vs a year ago

Slight buying edge — 50% buying

Steady new buyers — ~7 new funds per quarter

50% of holders stayed for 2+ years

Steady discovery — ~7 new funds/quarter

Veteran-anchored — 60% veterans vs 20% newcomers

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — SPBC

Hedge Fund Ownership: SPBC

Market Analysis: SPBC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SPBC

Hedge Fund Positioning: SPBC

Statistics: SPBC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Simplify Exchange Traded Fun (SPBC)

Welcome to 13Foresight!