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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
16,234
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
16,234
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
14,600
shares
|
$0
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
14,292
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
13,710
shares
|
$0
0.21% of portfolio
|
Q1 2025
Added 334.96%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
12,511
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
12,211
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
12,132
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
11,354
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
11,040
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
10,078
shares
|
$0
0.11% of portfolio
|
Q1 2025
Added 1424.66%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
8,704
shares
|
$0
0.04% of portfolio
|
Q2 2025
Reduced 25.17%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
8,546
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,050
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,699
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,889
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 283.16%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
2,395
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 1115.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,223
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2123.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 34.32%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
900
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
166
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
100
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
37
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
20
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
7
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|