SIMPLIFY EXCHANGE TRADED FUN (BUCK)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
98
Reporting holders
$241.5M
Reported value
0.0%
Held as options
+15
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | $39.8M | 1,700,000 | 0.55% | 2q | HELD |
| AE Wealth Management LLC | $24.0M | 1,025,769 | 0.11% | 10q | +2.0%+$480.9K |
| LPL Financial LLC | $21.7M | 925,508 | 0.00% | 7q | +12.1%+$2.3M |
| PRINCIPAL SECURITIES, INC. | $14.2M | 608,397 | 0.17% | 9q | +47.8%+$4.6M |
| Elevated Capital Advisors, LLC | $11.7M | 497,573 | 3.20% | 9q | +12.7%+$1.3M |
| CAPTRUST FINANCIAL ADVISORS | $10.5M | 446,645 | 0.02% | 3q | +219.2%+$7.2M |
| RiverTree Advisors, LLC | $7.9M | 336,734 | 4.66% | 6q | +8.2%+$596.6K |
| ENVESTNET ASSET MANAGEMENT INC | $7.5M | 319,302 | 0.00% | 6q | -44.4%-$6.0M |
| FSA Advisors, Inc. | $6.3M | 270,804 | 1.45% | 3q | +125.6%+$3.5M |
| Orion Porfolio Solutions, LLC | $6.0M | 257,395 | 0.05% | 6q | +19.8%+$997.6K |
| Key Capital Management, INC | $5.7M | 243,255 | 2.93% | 3q | +7.3%+$385.8K |
| Owen LaRue, LLC | $5.3M | 228,395 | 1.86% | 3q | -10.8%-$648.3K |
| LANE BROTHERS & CO INC | $4.1M | 175,178 | 2.68% | 3q | +160.9%+$2.5M |
| HOWARD BAILEY SECURITIES, LLC | $4.1M | 174,639 | 1.53% | 8q | +0.8%+$33.6K |
| B.O.S.S. Retirement Advisors, LLC | $3.4M | 145,512 | 0.92% | 7q | +7.5%+$238.4K |
| Park Edge Advisors, LLC | $3.3M | 142,406 | 0.70% | 14q | +1.7%+$55.3K |
| Fiduciary Alliance LLC | $3.2M | 135,512 | 0.21% | 2q | +14.8%+$410.0K |
| Impact Partnership Wealth, LLC | $3.1M | 130,452 | 0.30% | 5q | +29.9%+$703.8K |
| SteelPeak Wealth, LLC | $2.9M | 123,900 | 0.08% | 6q | +132.5%+$1.7M |
| Encompass More Asset Management | $2.9M | 122,659 | 0.42% | 10q | +4.5%+$123.0K |
| CreativeOne Wealth, LLC | $2.1M | 91,008 | 0.05% | 6q | +44.8%+$659.3K |
| Reyes Financial Architecture, Inc. | $2.1M | 87,750 | 1.15% | 3q | HELD |
| Authentikos Wealth Advisory, LLC | $2.0M | 84,383 | 1.26% | 8q | -4.7%-$98.2K |
| OSAIC HOLDINGS, INC. | $2.0M | 84,071 | 0.00% | 9q | +20.4%+$333.6K |
| SMART Wealth LLC | $1.9M | 80,602 | 0.41% | 2q | -6.7%-$136.2K |
| GK Wealth Management LLC | $1.9M | 79,699 | 0.98% | new | NEW |
| Beacon Capital Management, LLC | $1.7M | 73,671 | 0.25% | 7q | -26.7%-$628.8K |
| Blackston Financial Advisory Group, LLC | $1.7M | 73,343 | 0.97% | 5q | +7.1%+$113.6K |
| Alpine Bank Wealth Management | $1.6M | 67,324 | 0.20% | 5q | +15.5%+$211.9K |
| WCG Wealth Advisors LLC | $1.6M | 67,104 | 0.04% | 5q | -7.6%-$129.0K |
| Integrated Wealth Concepts LLC | $1.6M | 66,630 | 0.01% | 2q | +93.1%+$752.4K |
| Integrated Advisors Network LLC | $1.5M | 64,012 | 0.07% | 6q | +49.5%+$496.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 61,438 | 0.00% | 2q | +163.8%+$893.4K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $1.4M | 58,076 | 0.08% | new | NEW |
| Patten Group, Inc. | $1.3M | 54,276 | 0.20% | 2q | +219.1%+$872.7K |
| Cambridge Advisors Inc. | $1.3M | 53,854 | 0.22% | 7q | +5.3%+$64.0K |
| Networth Advisors, LLC | $1.2M | 52,584 | 0.72% | 3q | +4.1%+$49.0K |
| Independent Advisor Alliance | $1.2M | 50,525 | 0.03% | 4q | -11.2%-$149.9K |
| Mosley Wealth Management | $1.1M | 47,333 | 0.35% | 3q | +188.3%+$724.0K |
| Redhawk Wealth Advisors, Inc. | $1.0M | 43,764 | 0.10% | 9q | +6.1%+$58.9K |
| Moors & Cabot, Inc. | $1.0M | 43,411 | 0.04% | 6q | +16.7%+$145.4K |
| Brookwood Investment Group LLC | $1.0M | 43,370 | 0.11% | 6q | -13.2%-$155.1K |
| Soltis Investment Advisors LLC | $968.0K | 41,332 | 0.05% | 5q | +14.4%+$122.2K |
| Arax Advisory Partners | $913.9K | 39,021 | 0.01% | 3q | +21.1%+$159.4K |
| Kestra Advisory Services, LLC | $895.3K | 38,229 | 0.00% | 9q | -8.1%-$78.4K |
| COMPASS CAPITAL CORP /MA/ /ADV | $889.7K | 38,037 | 0.29% | 3q | -28.3%-$351.1K |
| Advisory Services Network, LLC | $848.9K | 36,248 | 0.01% | 6q | -6.7%-$60.9K |
| Dynamic Advisor Solutions LLC | $847.7K | 36,197 | 0.02% | 4q | -3.6%-$32.0K |
| WINNACLE WEALTH LLC | $831.6K | 35,506 | 0.57% | 3q | +207.1%+$560.8K |
| TME FINANCIAL, INC. | $766.6K | 32,732 | 0.47% | 6q | -14.6%-$130.7K |
| Legacy Wealth Managment, LLC/ID | $753.3K | 32,164 | 0.31% | 8q | +30.4%+$175.6K |
| BANK OF AMERICA CORP /DE/ | $747.9K | 31,936 | 0.00% | new | NEW |
| WealthCare Asset Management, LLC | $745.9K | 31,848 | 0.31% | 2q | +102.9%+$378.2K |
| Revisor Wealth Management LLC | $684.0K | 29,204 | 0.16% | 6q | +19.9%+$113.5K |
| NFSG Corp | $665.6K | 28,419 | 0.08% | 3q | +21.7%+$118.5K |
| Sanctuary Advisors, LLC | $660.9K | 28,220 | 0.00% | 3q | -6.0%-$42.5K |
| Lloyd Advisory Services, LLC. | $643.3K | 27,470 | 0.25% | new | NEW |
| Astoria Portfolio Advisors LLC. | $624.9K | 26,684 | 0.11% | new | NEW |
| Private Advisor Group, LLC | $499.5K | 21,326 | 0.00% | 7q | -51.7%-$535.5K |
| Straight Path Wealth Management | $496.8K | 21,212 | 0.12% | 7q | -10.3%-$56.9K |
| Everstar Asset Management, LLC | $463.6K | 19,795 | 0.22% | new | NEW |
| Resurgent Financial Advisors LLC | $449.5K | 19,195 | 0.13% | new | NEW |
| Caerus Investment Advisors, LLC | $385.4K | 16,456 | 0.13% | 4q | -70.2%-$909.8K |
| Strategic Blueprint, LLC | $375.2K | 16,020 | 0.02% | 2q | +17.5%+$55.8K |
| Western Wealth Management, LLC | $374.0K | 15,969 | 0.01% | 2q | +204.6%+$251.2K |
| JANE STREET GROUP, LLC | $373.1K | 15,932 | 0.00% | 3q | -47.3%-$335.0K |
| Decker Retirement Planning Inc. | $363.5K | 15,521 | 0.12% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $354.8K | 15,149 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $326.8K | 13,953 | 0.02% | 3q | +339.2%+$252.4K |
| CITADEL ADVISORS LLC | $294.7K | 12,582 | 0.00% | new | NEW |
| Koshinski Asset Management, Inc. | $293.6K | 12,536 | 0.02% | 3q | +2.9%+$8.4K |
| GFS Advisors, LLC | $292.3K | 25,095 | 0.02% | 2q | +179.8%+$187.8K |
| Advisor OS, LLC | $290.7K | 12,414 | 0.02% | 3q | +3.0%+$8.4K |
| LifeWealth Investments, LLC | $264.6K | 11,300 | 0.07% | 2q | +14.5%+$33.6K |
| Blueprint Investment Partners LLC | $249.5K | 10,655 | 0.02% | new | NEW |
| Mariner, LLC | $218.7K | 9,339 | 0.00% | new | NEW |
| Sowell Financial Services LLC | $202.3K | 8,640 | 0.01% | new | NEW |
| Golden State Wealth Management, LLC | $195.9K | 8,366 | 0.02% | 5q | +63.8%+$76.3K |
| NewEdge Advisors, LLC | $194.2K | 8,291 | 0.00% | new | NEW |
| TOUNJIAN ADVISORY PARTNERS, LLC | $192.6K | 8,224 | 0.08% | new | NEW |
| Farther Finance Advisors, LLC | $177.5K | 7,581 | 0.00% | 8q | -30.9%-$79.5K |
| EP Wealth Advisors, LLC | $159.3K | 6,800 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $140.5K | 6,000 | 0.00% | 5q | HELD |
| POM Investment Strategies, LLC | $104.3K | 4,454 | 0.12% | 6q | -57.1%-$139.1K |
| HOLLENCREST CAPITAL MANAGEMENT | $48.9K | 2,090 | 0.00% | 3q | HELD |
| Buck Wealth Strategies, LLC | $37.9K | 1,620 | 0.00% | new | NEW |
| Montgomery Financial Services LLC | $37.5K | 1,603 | 0.03% | new | FIRST |
| Regatta Research & Money Management | $25.0K | 1,068 | 0.02% | new | FIRST |
| WELLS FARGO & COMPANY/MN | $16.6K | 710 | 0.00% | 8q | +35400.0%+$16.6K |
| Asset Planning,Inc | $14.2K | 608 | 0.01% | new | NEW |
| IFG Advisory, LLC | $12.2K | 519 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $8.9K | 380,116 | 0.23% | 7q | +27.7%+$1.9K |
| HARBOUR INVESTMENTS, INC. | $8.0K | 341 | 0.00% | 7q | +140.1%+$4.7K |
| Ameritas Advisory Services, LLC | $7.5K | 321 | 0.00% | new | NEW |
| MORGAN STANLEY | $5.9K | 251 | 0.00% | 7q | HELD |
| VANGUARD ADVISERS INC | $2.3K | 98 | 0.00% | new | NEW |
| Triumph Capital Management | $2.0K | 85 | 0.00% | 3q | -69.1%-$4.5K |
| Janney Montgomery Scott LLC | $1.4K | 61,250 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $820 | 35 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $710 | 30,336 | 0.00% | 6q | -9.8% |
Showing the largest 100 of 101 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 98 | $241.5M | 10,323,668 | 22 | 47 | 21 | 0.0% |
| Q1 2026 | 83 | $217.8M | 9,266,137 | 13 | 35 | 25 | 0.0% |
| Q4 2025 | 83 | $162.1M | 6,837,865 | 20 | 34 | 20 | 0.0% |
| Q3 2025 | 69 | $155.6M | 6,525,783 | 8 | 25 | 28 | 0.0% |
| Q2 2025 | 77 | $169.4M | 7,155,758 | 18 | 35 | 17 | 0.0% |
| Q1 2025 | 74 | $171.8M | 6,969,189 | 38 | 24 | 7 | 0.0% |
| Q4 2024 | 47 | $193.5M | 7,882,872 | 11 | 12 | 15 | 0.0% |
| Q3 2024 | 32 | $156.3M | 6,358,252 | 10 | 12 | 5 | 0.0% |
| Q2 2024 | 22 | $111.8M | 4,541,868 | 11 | 4 | 6 | 0.0% |
| Q1 2024 | 14 | $101.3M | 4,039,970 | 8 | 5 | 1 | 0.0% |
| Q4 2023 | 7 | $37.0M | 1,480,946 | 3 | 3 | 1 | 0.0% |
| Q3 2023 | 6 | $9.8M | 389,933 | 2 | 1 | 2 | 0.0% |
| Q2 2023 | 5 | $11.3M | 451,872 | 1 | 2 | 1 | 0.0% |
| Q1 2023 | 6 | $9.7M | 388,316 | 4 | 1 | 1 | 0.0% |
| Q4 2022 | 3 | $805.6K | 32,161 | 3 | 0 | 0 | 0.0% |