Simplify Exchange Traded Funds - BUCK

Sector: Funds · Industry: Investment Company

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$249.1M

QoQ value delta ($000)

+$22.03M (+9.7%)

Implied price effect (QoQ)

-0.39%

Total shares

10,640,099

QoQ shares delta

+978,975 (+10.13%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q2 2026 data: 102 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
Simplify Asset Management Inc.	39,814	1,700,000	0.55%
AE Wealth Management LLC	24,023	1,025,769	0.11%
LPL Financial LLC	21,675	925,508	0.0%
PRINCIPAL SECURITIES, INC.	14,248	608,397	0.17%
Elevated Capital Advisors, LLC	11,653	497,573	3.2%
CAPTRUST FINANCIAL ADVISORS	10,460	446,645	0.02%
WEDBUSH SECURITIES INC	8,902	380,116	0.23%
RiverTree Advisors, LLC	7,886	336,734	4.66%
ENVESTNET ASSET MANAGEMENT INC	7,478	319,302	0.0%
Orion Porfolio Solutions, LLC	6,028	257,395	0.05%
Key Capital Management, INC	5,697	243,255	2.93%
Owen LaRue, LLC	5,349	228,395	1.86%
LANE BROTHERS & CO INC	4,102	175,178	2.68%
HOWARD BAILEY SECURITIES, LLC	4,090	174,639	1.53%
B.O.S.S. Retirement Advisors, LLC	3,407	145,512	0.92%
Park Edge Advisors, LLC	3,335	142,406	0.7%
Fiduciary Alliance LLC	3,173	135,512	0.21%
FSA Advisors, Inc.	3,171	135,402	1.45%
Impact Partnership Wealth, LLC	3,055	130,452	0.3%
SteelPeak Wealth, LLC	2,901	123,900	0.08%
Encompass More Asset Management	2,872	122,659	0.42%
CreativeOne Wealth, LLC	2,131	91,008	0.05%
Reyes Financial Architecture, Inc.	2,055	87,750	1.15%
Authentikos Wealth Advisory, LLC	1,976	84,383	1.26%
OSAIC HOLDINGS, INC.	1,968	84,071	0.0%