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 24 institutions that hold shares in the stock, with a total of 4.55 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 |
Aug 12, 2024 Q2 2024 |
3,216,098
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 26, 2024 Q2 2024 |
421,229
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 5.52%
|
|
|
Peak Financial Advisors LLC
|
Jul 12, 2024 Q2 2024 |
250,994
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
219,580
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 17.18%
|
|
|
Encompass More Asset Management
Danville, CA |
Jul 26, 2024 Q2 2024 |
171,002
shares
|
$0
3.0% of portfolio
|
Q2 2024
Added 9.78%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Aug 05, 2024 Q2 2024 |
70,381
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Aug 02, 2024 Q2 2024 |
44,711
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
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 |
Jul 23, 2024 Q2 2024 |
23,483
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
20,317
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 16, 2024 Q2 2024 |
14,783
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
14,535
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 56.21%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
13,281
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 59.13%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
13,158
shares
|
$0
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Aug 01, 2024 Q2 2024 |
12,024
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
9,550
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
8,163
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 56.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
2,532
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
754
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jul 25, 2024 Q2 2024 |
252
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 4.91%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Jul 23, 2024 Q2 2024 |
30
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
7
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
2
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|