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 78 institutions that hold shares in the stock, with a total of 6.27 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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
55,978
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 484.87%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
50,345
shares
|
$0
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
50,345
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
49,526
shares
|
$0
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
40,080
shares
|
$0
0.86% of portfolio
|
Q1 2025
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
40,014
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
37,400
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
36,962
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
36,651
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
36,174
shares
|
$0
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
34,356
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
29,842
shares
|
$0
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
29,798
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
28,904
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
26,370
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
26,303
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
22,649
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.64%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
22,531
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
22,286
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
21,028
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 29.99%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
20,879
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
20,143
shares
|
$0
0.14% of portfolio
|
Q1 2025
Reduced 58.85%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
17,548
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
16,887
shares
|
$0
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
16,499
shares
|
$0
0.18% of portfolio
|
Q1 2025
New holding
|