Who owns SBIL
Which tracked institutional funds hold SBIL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SBIL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
3 tracked funds added or opened SBIL while 2 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SBIL’s largest tracked holder by dollar value, Simplify Asset Management Inc., sizes it at 69.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 69.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SBIL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 7 tracked filers holding SBIL, 6 increased or opened the position and 3 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SBIL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- CITADEL ADVISORS LLC$3M
Full exits 2
- McIlrath & Eck, LLC$2M
- JANE STREET GROUP, LLC$1M
Largest adds
- Simplify Asset Management Inc.$310M
- ABLES, IANNONE, MOORE & ASSOCIATES, INC.$800K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Simplify Asset Management Inc. added | 49,141,862 | $4.9B | 99.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 26,583 | $3M | 0.1% | 2026-Q2 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. added | 16,878 | $2M | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 4,578 | $458K | 0.0% | 2026-Q2 |
| AXQ CAPITAL, LP new | 3,304 | $331K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 273 | $27K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 185 | $19K | 0.0% | 2026-Q2 |
| McIlrath & Eck, LLC added | 17,985 | $2M | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 12,088 | $1M | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Wellington Shields & Co., LLC trimmed | 2,345 | $235K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,712 | $772K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WEDBUSH SECURITIES INC new | 4,666 | $467K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ | 1,348 | $135K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WOLVERINE TRADING, LLC new | 26,704 | $3M | 0.1% | 2025-Q3 stale (3 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.