Simplify Exchange Traded Funds - BUCK

Sector: Funds · Industry: Investment Company

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$227.6M

QoQ value delta ($000)

+$58.25M (+34.39%)

Implied price effect (QoQ)

-0.83%

Total shares

9,684,931

QoQ shares delta

+2,538,388 (+35.52%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 87 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.	39,958	1,700,000	0.61%
AE Wealth Management LLC	23,628	1,005,237	0.13%
LPL Financial LLC	19,403	825,521	0.01%
ENVESTNET ASSET MANAGEMENT INC	13,509	574,740	0.0%
Elevated Capital Advisors, LLC	10,375	441,417	2.61%
PRINCIPAL SECURITIES, INC.	9,673	411,536	0.14%
RiverTree Advisors, LLC	7,316	311,262	4.63%
VanWeelden Wealth Management, LLC	7,146	304,046	5.7%
WEDBUSH SECURITIES INC	6,998	297,732	0.2%
Owen LaRue, LLC	6,019	256,075	2.31%
Key Capital Management, INC	5,330	226,781	3.52%
Orion Porfolio Solutions, LLC	5,048	214,797	0.04%
HOWARD BAILEY SECURITIES, LLC	4,071	173,204	1.67%
Park Edge Advisors, LLC	3,291	140,046	0.76%
CAPTRUST FINANCIAL ADVISORS	3,288	139,917	0.01%
B.O.S.S. Retirement Advisors, LLC	3,180	135,332	0.97%
FSA Advisors, Inc.	2,820	120,011	1.86%
Fiduciary Alliance LLC	2,783	118,006	0.17%
Encompass More Asset Management	2,759	117,407	0.46%
Beacon Capital Management, LLC	2,362	100,518	0.42%
Impact Partnership Wealth, LLC	2,359	100,402	0.29%
Authentikos Wealth Advisory, LLC	2,082	88,578	1.41%
Reyes Financial Architecture, Inc.	2,067	87,980	1.69%
SMART Wealth LLC	2,031	86,417	0.59%
WCG Wealth Advisors LLC	1,706	72,613	0.05%