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 75 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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
17,098
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
16,192
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 30.87%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
15,807
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
15,326
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
15,196
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 30.68%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
15,023
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 44.86%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
14,600
shares
|
$0
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
14,091
shares
|
$0
0.12% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Sage Capital Advisors,Llc
|
Oct 07, 2025 Q3 2025 |
12,132
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
11,879
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 85.41%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
10,761
shares
|
$0
0.09% of portfolio
|
Q3 2025
Reduced 13.82%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,122
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
9,500
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 19.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
7,023
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 72.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,337
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,000
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
5,026
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 49.18%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,550
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 49.18%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
654
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
461
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
275
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
252
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 25100.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
147
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 539.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 97.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|