Simplify Exchange Traded Funds - BUCK

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

Latest / Compare
Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$169.4M
QoQ value delta ($000)
+$8.637M (+5.37%)
Implied price effect (QoQ)
-0.61%
Shares
Total shares
7,146,543
QoQ shares delta
+405,833 (+6.02%)
Total shares held by funds (by quarter)

Market chart (BUCK)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
AE Wealth Management LLC 27,598 1,164,244 0.16%
LPL Financial LLC 15,481 653,105 0.0%
Elevated Capital Advisors, LLC 10,641 448,925 2.48%
RiverTree Advisors, LLC 7,467 315,004 4.76%
POM Investment Strategies, LLC 6,930 292,378 3.56%
WEDBUSH SECURITIES INC 6,176 260,525 0.18%
Park Edge Advisors, LLC 5,343 225,404 1.21%
PRINCIPAL SECURITIES, INC. 4,840 204,192 0.07%
Orion Porfolio Solutions, LLC 4,682 197,522 0.03%
Key Capital Management, INC 4,534 191,273 4.49%
ENVESTNET ASSET MANAGEMENT INC 4,485 189,230 0.0%
Beacon Capital Management, LLC 3,732 157,460 0.58%
HOWARD BAILEY SECURITIES, LLC 3,688 155,592 1.45%
B.O.S.S. Retirement Advisors, LLC 2,968 125,208 0.93%
FSA Advisors, Inc. 2,853 120,380 1.98%
Owen LaRue, LLC 2,615 110,354 0.99%
Encompass More Asset Management 2,610 110,138 0.48%
Kestra Advisory Services, LLC 2,584 109,036 0.01%
WCG Wealth Advisors LLC 2,440 102,933 0.07%
CreativeOne Wealth, LLC 2,365 99,809 0.06%
Authentikos Wealth Advisory, LLC 2,257 95,250 1.49%
GK Wealth Management LLC 2,004 84,552 1.33%
Impact Partnership Wealth, LLC 1,905 80,389 0.24%
COMPASS CAPITAL CORP /MA/ /ADV 1,836 77,454 0.71%
Prime Capital Investment Advisors, LLC 1,612 68,020 0.02%