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 35 institutions that hold shares in the stock, with a total of 6.38 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 |
|---|---|---|---|---|---|
|
Simplify Asset Management Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
4,448,579
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 38.32%
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
510,063
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 103.22%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
447,266
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
271,797
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 23.78%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
149,425
shares
|
$0
1.4% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
71,123
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
58,184
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 186.38%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
57,241
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 331.0%
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
42,756
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
32,053
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
32,053
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
27,150
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 83.66%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
24,839
shares
|
$0
0.38% of portfolio
|
Q3 2024
Added 65.49%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
23,261
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
23,261
shares
|
$0
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
20,077
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
20,077
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
19,363
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
18,356
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 52.66%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
17,164
shares
|
$0
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
13,351
shares
|
$0
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
12,930
shares
|
$0
0.04% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
12,355
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 387.95%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
11,945
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
10,262
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|