Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (SPBC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
29%

Smart Money Signals — SPBC

Based on 18 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SPBC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 82% of 3.0Y peak

82% of all-time peak
18 funds currently hold this stock — 82% 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SPBC is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 29% buying

7 buying17 selling
Last quarter: 17 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~5 new funds per quarter

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

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 28% medium ■ 17% new
10 out of 18 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 — ~5 new funds/quarter

3 → 4 → 6 → 4 → 5 new funds/Q
New funds entering each quarter: 4 → 6 → 4 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 39% veterans, 22% new entrants

■ 39% veterans ■ 39% 1-2yr ■ 22% new
Of 18 current holders: 7 (39%) held 2+ years, 7 held 1–2 years, 4 (22%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
6 of 18 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — SPBC

In 2026 Q1, 7 hedge funds were net buyers of SPBC (5 opened a new position, 2 added to an existing one), while 17 reduced or exited (8 trimmed, 9 sold completely) — a 29% buyer ratio, indicating net institutional distribution. 24% of total institutional value in SPBC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 18.

Hedge Fund Ownership: SPBC

How many hedge funds hold SPBC — quarterly history vs. share price
Quarterly hedge fund ownership of SPBC vs. share price

Market Analysis: SPBC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPBC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Simplify Exchange Traded Fun (SPBC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SPBC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
SPBC
nan%
SPY
+15.1%

SPBC outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
SPBC
nan%
SPY
+1.3%

Since the filing became public, SPBC outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: SPBC
18 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 18 22 -18.18%
13F Shares 738K 807K -8.44%
Total Value $31M $36M -14.53%
New Positions 5 4 +1
Increased Positions 2 7 -5
Closed Positions 9 2 +7
Reduced Positions 8 7 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPBC

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

18 + 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:
Top 18 SPBC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Professional Financial Advisors, LLC 1.08% 127,184 $5.3M
2 SFG Wealth Management, LLC. 0.51% 29,616 $1.2M
3 Total Clarity Wealth Management, Inc. 0.21% 21,019 $874K
4 Chicago Partners Investment Group LLC 0.03% 29,176 $1.3M
5 Cwm, LLC 0.03% 271,272 $11.3M
6 Private Advisor Group, LLC 0.01% 57,214 $2.4M
7 Old Mission Capital LLC 0.01% 10,141 $422K
8 LPL Financial LLC 0.00% 144,680 $6.0M
9 Private Trust Co NA 0.00% 303 $13K
10 MRP Capital Investments, LLC 0.00% 30 $1K
11 Osaic Holdings, INC. 0.00% 9,073 $377K
12 Citadel Advisors LLC 0.00% 23,086 $960K
13 Larson Financial Group LLC 0.00% 115 $5K
14 Raymond James Financial Inc 0.00% 7,111 $296K
15 Jane Street Group, LLC 0.00% 8,196 $341K
16 UBS Group AG 0.00% 172 $7K
17 Royal Bank of Canada 0.00% 24 $1K
18 Morgan Stanley 0.00% 5 —
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SPBC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SPBC?

Heavy selling pressure — only 29% buying: Last quarter: 17 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for SPBC holders?

Strong quality — 24% AUM from major funds: 6 of 18 holders rank in the top 100 by AUM, accounting for 24% 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?

56% of holders stayed for 2+ years: 10 out of 18 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.

Is it too late to buy Simplify Exchange Traded Fun (SPBC) following the 2026 Q1 hedge fund 13F filings?

As of today, SPBC has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SPBC has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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