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 74 institutions that hold shares in the stock, with a total of 6.83 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
|
Nov 03, 2025 Q3 2025 |
1,033,643
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
646,224
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 36.23%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
604,120
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
377,901
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
376,857
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 72.05%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
310,080
shares
|
$0
4.02% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Nov 03, 2025 Q3 2025 |
307,001
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
273,745
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 24.04%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
251,062
shares
|
$0
0.2% of portfolio
|
Q3 2025
Added 41.5%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
184,510
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
147,848
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
139,189
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 29.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
132,884
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
122,924
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 65.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
122,208
shares
|
$0
0.05% of portfolio
|
Q3 2025
Added 15.72%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
108,954
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 44.92%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Nov 05, 2025 Q3 2025 |
90,960
shares
|
$0
1.43% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Nov 06, 2025 Q3 2025 |
86,930
shares
|
$0
1.52% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
69,682
shares
|
$0
0.03% of portfolio
|
Q3 2025
Reduced 15.24%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
68,859
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 21.28%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
66,010
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
63,459
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 18.33%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
62,198
shares
|
$0
0.22% of portfolio
|
Q3 2025
Added 119.22%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
60,200
shares
|
$0
1.08% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
59,418
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 52.82%
|
|