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 82 institutions that hold shares in the stock, with a total of 7.2 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
|
Aug 06, 2025 Q2 2025 |
1,126,495
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
676,304
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
474,377
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
379,147
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 20.73%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
360,359
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
306,979
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 164.49%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
275,685
shares
|
$0
4.66% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
219,040
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 224.43%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
213,540
shares
|
$0
2.4% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
197,794
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 24.88%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
196,052
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 193.75%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
177,433
shares
|
$0
0.15% of portfolio
|
Q2 2025
Added 165.17%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
147,848
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
124,687
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 772.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
122,924
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 65.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
105,606
shares
|
$0
0.05% of portfolio
|
Q2 2025
Added 3555.45%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
104,307
shares
|
$0
2.0% of portfolio
|
Q2 2025
Added 78.91%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
100,013
shares
|
$0
2.13% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
92,544
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 61.29%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Aug 07, 2025 Q2 2025 |
90,780
shares
|
$0
1.63% of portfolio
|
Q2 2025
Reduced 27.17%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
86,214
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 35.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
82,215
shares
|
$0
0.04% of portfolio
|
Q2 2025
Reduced 41.93%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
81,405
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
77,700
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
70,801
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|