Simplify Exchange Traded Funds - BUCK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | History | Added to | 1,164,244 | 27,598 | 0.16% | 0.16% | 1 | +130,601 | 12.64% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 653,105 | 15,481 | 0.0% | 0.0% | 2 | +6,881 | 1.06% | Q4 2025 | Feb 11, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 448,925 | 10,641 | 2.48% | 2.23% | 3 | +72,068 | 19.12% | Q4 2025 | Jan 27, 2026 |
| RiverTree Advisors, LLC | History | Added to | 315,004 | 7,467 | 4.76% | 4.69% | 4 | +8,003 | 2.61% | Q4 2025 | Jan 15, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 292,378 | 6,930 | 3.56% | 4.02% | 5 | -17,702 | -5.71% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 260,525 | 6,176 | 0.18% | 0.2% | 6 | +9,463 | 3.77% | Q4 2025 | Feb 12, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 225,404 | 5,343 | 1.21% | 1.51% | 7 | -48,341 | -17.66% | Q4 2025 | Jan 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 204,192 | 4,840 | 0.07% | 0.05% | 8 | +81,984 | 67.09% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 197,522 | 4,682 | 0.03% | 0.03% | 9 | +13,012 | 7.05% | Q4 2025 | Feb 12, 2026 |
| Key Capital Management, INC | History | New | 191,273 | 4,534 | 4.49% | — | 10 | +191,273 | New | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 189,230 | 4,485 | 0.0% | 0.0% | 11 | +50,041 | 35.95% | Q4 2025 | Feb 10, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 157,460 | 3,732 | 0.58% | 2.05% | 12 | -446,660 | -73.94% | Q4 2025 | Feb 13, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 155,592 | 3,688 | 1.45% | 0.97% | 13 | +13,079 | 9.18% | Q4 2025 | Feb 11, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 125,208 | 2,968 | 0.93% | 0.3% | 14 | +72,799 | 138.91% | Q4 2025 | Feb 02, 2026 |
| FSA Advisors, Inc. | History | New | 120,380 | 2,853 | 1.98% | — | 15 | +120,380 | New | Q4 2025 | Feb 02, 2026 |
| Owen LaRue, LLC | History | New | 110,354 | 2,615 | 0.99% | — | 16 | +110,354 | New | Q4 2025 | Feb 05, 2026 |
| Encompass More Asset Management | History | Added to | 110,138 | 2,610 | 0.48% | 0.5% | 17 | +1,184 | 1.09% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 109,036 | 2,584 | 0.01% | 0.04% | 18 | -268,865 | -71.15% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 102,933 | 2,440 | 0.07% | 0.09% | 19 | +39,474 | 62.2% | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 99,809 | 2,365 | 0.06% | 0.08% | 20 | -33,075 | -24.89% | Q4 2025 | Feb 13, 2026 |
| Authentikos Wealth Advisory, LLC | History | Added to | 95,250 | 2,257 | 1.49% | 1.43% | 21 | +4,290 | 4.72% | Q4 2025 | Feb 06, 2026 |
| GK Wealth Management LLC | History | Reduced | 84,552 | 2,004 | 1.33% | 1.52% | 22 | -2,378 | -2.74% | Q4 2025 | Jan 05, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 80,389 | 1,905 | 0.24% | 0.22% | 23 | +18,191 | 29.25% | Q4 2025 | Feb 10, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 77,454 | 1,836 | 0.71% | — | 24 | +77,454 | New | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 68,020 | 1,612 | 0.02% | 0.02% | 25 | +2,010 | 3.04% | Q4 2025 | Jan 21, 2026 |
| LANE BROTHERS & CO INC | History | New | 67,154 | 1,591 | 1.15% | — | 26 | +67,154 | New | Q4 2025 | Mar 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 66,529 | 1,577 | 0.02% | 0.03% | 27 | -3,153 | -4.52% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 64,261 | 1,523 | 0.0% | 0.0% | 28 | +4,843 | 8.15% | Q4 2025 | Feb 17, 2026 |
| TME FINANCIAL, INC. | History | Added to | 63,183 | 1,497 | 1.05% | 1.08% | 29 | +2,983 | 4.96% | Q4 2025 | Jan 27, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 59,832 | 1,418 | 0.06% | 0.07% | 30 | -9,027 | -13.11% | Q4 2025 | Feb 17, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 58,505 | 1,386 | 0.84% | 0.56% | 31 | +18,842 | 47.51% | Q4 2025 | Feb 06, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 56,800 | 1,346 | 0.04% | 0.02% | 32 | +30,853 | 118.91% | Q4 2025 | Jan 20, 2026 |
| Caerus Investment Advisors, LLC | History | Added to | 55,304 | 1,310 | 0.42% | 0.41% | 33 | +12,781 | 30.06% | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 53,909 | 1,277 | 0.05% | 0.04% | 34 | +9,075 | 20.24% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 53,909 | 1,277 | 0.19% | 0.17% | 35 | +9,075 | 20.24% | Q4 2025 | Jan 27, 2026 |
| Cambridge Advisors Inc. | History | Added to | 49,326 | 1,169 | 0.22% | 0.15% | 36 | +17,703 | 55.98% | Q4 2025 | Jan 21, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 49,274 | 1,168 | 0.13% | 0.14% | 37 | -121 | -0.24% | Q4 2025 | Jan 14, 2026 |
| Independent Advisor Alliance | History | Added to | 47,975 | 1,137 | 0.03% | 0.02% | 38 | +15,455 | 47.52% | Q4 2025 | Feb 04, 2026 |
| Networth Advisors, LLC | History | New | 41,223 | 977 | 0.72% | — | 39 | +41,223 | New | Q4 2025 | Jan 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 38,848 | 920 | 0.01% | 0.01% | 40 | +2,211 | 6.03% | Q4 2025 | Feb 17, 2026 |
| Andina Capital Management, LLC | History | Reduced | 37,513 | 889 | 0.54% | 0.53% | 41 | -1,741 | -4.44% | Q4 2025 | Feb 12, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 35,340 | 837 | 0.04% | 0.04% | 42 | -3,610 | -9.27% | Q4 2025 | Feb 10, 2026 |
| Brookwood Investment Group LLC | History | Added to | 34,466 | 817 | 0.1% | 0.08% | 43 | +7,759 | 29.05% | Q4 2025 | Jan 22, 2026 |
| Alpine Bank Wealth Management | History | Added to | 34,294 | 812 | 0.11% | 0.11% | 44 | +1,874 | 5.78% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 33,380 | 791 | 0.0% | 0.02% | 45 | -89,544 | -72.85% | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 32,300 | 765 | 0.02% | 0.01% | 46 | +7,581 | 30.67% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 32,031 | 759 | 0.02% | 0.02% | 47 | +7,810 | 32.24% | Q4 2025 | Jan 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 31,707 | 752 | 0.0% | 0.0% | 48 | +9,526 | 42.95% | Q4 2025 | Feb 05, 2026 |
| Straight Path Wealth Management | History | Reduced | 26,575 | 629 | 0.17% | 0.18% | 49 | -932 | -3.39% | Q4 2025 | Feb 11, 2026 |
| Revisor Wealth Management LLC | History | Added to | 25,952 | 616 | 0.16% | 0.09% | 50 | +15,191 | 141.17% | Q4 2025 | Jan 27, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 23,807 | 564 | 0.19% | — | 51 | +23,807 | New | Q4 2025 | Mar 27, 2026 |
| Sanctuary Advisors, LLC | History | New | 21,340 | 505 | 0.0% | — | 52 | +21,340 | New | Q4 2025 | Jan 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 21,148 | 501 | 0.24% | 0.28% | 53 | -4,693 | -18.16% | Q4 2025 | Feb 03, 2026 |
| Mosley Wealth Management | History | New | 20,447 | 487 | 0.22% | — | 54 | +20,447 | New | Q4 2025 | Feb 12, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 20,228 | 479 | 0.19% | — | 55 | +20,228 | New | Q4 2025 | Feb 06, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 19,561 | 463 | 0.03% | 0.03% | 56 | +2,003 | 11.41% | Q4 2025 | Apr 02, 2026 |
| JANE STREET GROUP, LLC | History | New | 17,609 | 417 | 0.0% | — | 57 | +17,609 | New | Q4 2025 | Feb 12, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 16,983 | 402 | 0.2% | 0.38% | 58 | -12,053 | -41.51% | Q4 2025 | Jan 26, 2026 |
| RFG Advisory, LLC | History | Added to | 15,980 | 378 | 0.01% | 0.01% | 59 | +654 | 4.27% | Q4 2025 | Feb 03, 2026 |
| HRT FINANCIAL LP | History | New | 14,520 | 344 | 0.0% | — | 60 | +14,520 | New | Q4 2025 | Feb 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 14,411 | 341 | 0.0% | 0.0% | 61 | +4,289 | 42.37% | Q4 2025 | Feb 10, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 13,645 | 323 | 0.05% | — | 62 | +13,645 | New | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Reduced | 13,516 | 320 | 0.0% | 0.0% | 63 | -1,680 | -11.06% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 12,531 | 297 | 0.0% | — | 64 | +12,531 | New | Q4 2025 | Feb 17, 2026 |
| Sage Capital Advisors,llc | History | No change | 12,132 | 287 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,684 | 276 | 0.0% | 0.0% | 66 | -30,003 | -71.97% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 11,299 | 267 | 0.01% | 0.01% | 67 | -3,724 | -24.79% | Q4 2025 | Jan 14, 2026 |
| Leo Wealth, LLC | History | New | 10,332 | 244 | 0.02% | — | 68 | +10,332 | New | Q4 2025 | Jan 21, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 10,180 | 241 | 0.15% | — | 69 | +10,180 | New | Q4 2025 | Jan 26, 2026 |
| Koshinski Asset Management, Inc. | History | New | 9,111 | 215 | 0.01% | — | 70 | +9,111 | New | Q4 2025 | Feb 03, 2026 |
| Advisor OS, LLC | History | New | 8,989 | 213 | 0.02% | — | 71 | +8,989 | New | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 6,971 | 165 | 0.0% | 0.0% | 72 | -52 | -0.74% | Q4 2025 | Feb 18, 2026 |
| Arax Advisory Partners | History | New | 6,744 | 159 | 0.0% | — | 73 | +6,744 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,000 | 142 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 5,067 | 120 | 0.01% | 0.01% | 75 | +41 | 0.82% | Q4 2025 | Feb 13, 2026 |
| WINNOW WEALTH LLC | History | New | 2,109 | 50 | 0.04% | — | 77 | +2,109 | New | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,124 | 50 | 0.0% | 0.0% | 76 | +1,663 | 360.74% | Q4 2025 | Jan 21, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 2,090 | 49 | 0.0% | — | 78 | +2,090 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 1,926 | 46 | 0.0% | 0.0% | 79 | +1,779 | 1210.2% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | New | 1,782 | 42 | 0.0% | — | 80 | +1,782 | New | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,550 | 36 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | New | 1,490 | 35 | 0.0% | — | 82 | +1,490 | New | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 600 | 14 | 0.0% | — | 83 | +600 | New | Q4 2025 | Jan 21, 2026 |
| Triumph Capital Management | History | New | 275 | 6 | 0.0% | — | 84 | +275 | New | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | No change | 252 | 5 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 142 | 3 | 0.0% | 0.0% | 86 | -6,195 | -97.76% | Q4 2025 | Feb 09, 2026 |
| J HAGAN CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.78% | — | -54,087 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,098 | -100.0% | Q3 2025 | Feb 04, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,192 | -100.0% | Q3 2025 | Oct 23, 2025 |
| JBR Co Financial Management Inc | History | Closed out | 0 | 0 | — | 0.15% | — | -14,600 | -100.0% | Q3 2025 | Oct 14, 2025 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,879 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -9,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |