Institutional Ownership Simplify Exchange Traded Fds S (BUCK)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (BUCK). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 6.23 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
989,072
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 18.44%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
677,368
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 88.81%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
528,745
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
449,105
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 548.68%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
358,423
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
272,382
shares
|
$0
7.86% of portfolio
|
Q1 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
263,302
shares
|
$0
1.94% of portfolio
|
Q1 2025
Added 58.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
239,042
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2002.02%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
219,040
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 224.43%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
187,802
shares
|
$0
2.31% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
181,073
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 211.21%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
150,209
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
141,576
shares
|
$0
0.09% of portfolio
|
Q1 2025
Added 55.46%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
124,645
shares
|
$0
2.59% of portfolio
|
Q1 2025
Added 742.59%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
116,065
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
99,197
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
74,096
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
66,914
shares
|
$0
0.06% of portfolio
|
Q1 2025
Added 237.9%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
66,740
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
65,797
shares
|
$0
1.31% of portfolio
|
Q1 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
63,410
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
59,169
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 132.14%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
58,301
shares
|
$0
1.14% of portfolio
|
Q1 2025
Added 92.67%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
58,278
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
55,978
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 484.87%
|