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 53 institutions that hold shares in the stock, with a total of 7.87 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 |
Feb 11, 2025 Q4 2024 |
4,448,579
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 38.32%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
835,096
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 207.25%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
528,745
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
358,754
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
358,423
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
184,431
shares
|
$0
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
181,073
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 211.21%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
165,801
shares
|
$0
1.34% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
141,576
shares
|
$0
0.09% of portfolio
|
Q1 2025
Added 55.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
69,234
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
67,516
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 267.81%
|
|
|
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
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
38,249
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
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 |
Apr 15, 2025 Q1 2025 |
30,239
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
28,904
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
28,904
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
26,303
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
25,488
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
22,023
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
21,575
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
19,803
shares
|
$0
0.02% of portfolio
|
Q4 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
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
15,480
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 22.9%
|