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 41 institutions that hold shares in the stock, with a total of 7.09 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
|
Jan 14, 2025 Q4 2024 |
524,719
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
440,495
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
358,754
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
271,797
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 23.78%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
184,431
shares
|
$0
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
165,801
shares
|
$0
1.34% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
69,378
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
67,516
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 267.81%
|
|
|
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%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
48,949
shares
|
$0
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
39,284
shares
|
$0
0.57% of portfolio
|
Q4 2024
Added 58.15%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
38,249
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
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
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
30,260
shares
|
$0
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
28,584
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
23,261
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
20,077
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
16,504
shares
|
$0
0.15% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
16,177
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
15,480
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 22.9%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
14,793
shares
|
$0
0.36% of portfolio
|
Q4 2024
Added 10.8%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
12,664
shares
|
$0
0.04% of portfolio
|
Q4 2024
Reduced 2.06%
|