Simplify Exchange Traded Funds - BUCK
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Simplify Asset Management Inc. | History | New | 1,700,000 | 39,958 | 0.61% | — | 1 | +1,700,000 | New | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,005,237 | 23,628 | 0.13% | 0.16% | 2 | -159,007 | -13.66% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 825,521 | 19,403 | 0.01% | 0.0% | 3 | +172,416 | 26.4% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 574,740 | 13,509 | 0.0% | 0.0% | 4 | +385,510 | 203.73% | Q1 2026 | May 04, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 441,417 | 10,375 | 2.61% | 2.48% | 5 | -7,508 | -1.67% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 411,536 | 9,673 | 0.14% | 0.07% | 6 | +207,344 | 101.54% | Q1 2026 | May 13, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 311,262 | 7,316 | 4.63% | 4.76% | 7 | -3,742 | -1.19% | Q1 2026 | Apr 20, 2026 |
| VanWeelden Wealth Management, LLC | History | New | 304,046 | 7,146 | 5.7% | — | 8 | +304,046 | New | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 297,732 | 6,998 | 0.2% | 0.18% | 9 | +37,207 | 14.28% | Q1 2026 | Apr 21, 2026 |
| Owen LaRue, LLC | History | Added to | 256,075 | 6,019 | 2.31% | 0.99% | 10 | +145,721 | 132.05% | Q1 2026 | Apr 30, 2026 |
| Key Capital Management, INC | History | Added to | 226,781 | 5,330 | 3.52% | 4.49% | 11 | +35,508 | 18.56% | Q1 2026 | May 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 214,797 | 5,048 | 0.04% | 0.03% | 12 | +17,275 | 8.75% | Q1 2026 | May 13, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 173,204 | 4,071 | 1.67% | 1.45% | 13 | +17,612 | 11.32% | Q1 2026 | Apr 23, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 140,046 | 3,291 | 0.76% | 1.21% | 14 | -85,358 | -37.87% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 139,917 | 3,288 | 0.01% | 0.0% | 15 | +127,386 | 1016.57% | Q1 2026 | May 14, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 135,332 | 3,180 | 0.97% | 0.93% | 16 | +10,124 | 8.09% | Q1 2026 | Apr 28, 2026 |
| FSA Advisors, Inc. | History | Reduced | 120,011 | 2,820 | 1.86% | 1.98% | 17 | -369 | -0.31% | Q1 2026 | May 06, 2026 |
| Fiduciary Alliance LLC | History | New | 118,006 | 2,783 | 0.17% | — | 18 | +118,006 | New | Q1 2026 | Apr 20, 2026 |
| Encompass More Asset Management | History | Added to | 117,407 | 2,759 | 0.46% | 0.48% | 19 | +7,269 | 6.6% | Q1 2026 | Apr 28, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 100,518 | 2,362 | 0.42% | 0.58% | 20 | -56,942 | -36.16% | Q1 2026 | May 11, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 100,402 | 2,359 | 0.29% | 0.24% | 21 | +20,013 | 24.9% | Q1 2026 | Apr 23, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 88,578 | 2,082 | 1.41% | 1.49% | 22 | -6,672 | -7.0% | Q1 2026 | May 07, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 87,980 | 2,067 | 1.69% | 0.15% | 23 | +77,800 | 764.24% | Q1 2026 | May 11, 2026 |
| SMART Wealth LLC | History | New | 86,417 | 2,031 | 0.59% | — | 24 | +86,417 | New | Q1 2026 | Apr 23, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 72,613 | 1,706 | 0.05% | 0.07% | 25 | -30,320 | -29.46% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 69,827 | 1,641 | 0.0% | 0.0% | 26 | +5,566 | 8.66% | Q1 2026 | May 15, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 68,492 | 1,609 | 1.01% | 0.84% | 27 | +9,987 | 17.07% | Q1 2026 | Apr 23, 2026 |
| LANE BROTHERS & CO INC | History | No change | 67,154 | 1,578 | 1.15% | 1.15% | 28 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 62,856 | 1,477 | 0.03% | 0.06% | 29 | -36,953 | -37.02% | Q1 2026 | May 15, 2026 |
| Alpine Bank Wealth Management | History | Added to | 58,278 | 1,369 | 0.2% | 0.11% | 30 | +23,984 | 69.94% | Q1 2026 | Apr 21, 2026 |
| Independent Advisor Alliance | History | Added to | 56,925 | 1,338 | 0.01% | 0.03% | 31 | +8,950 | 18.66% | Q1 2026 | May 12, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 55,304 | 1,310 | 0.42% | 0.42% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 53,284 | 1,252 | 0.04% | 0.04% | 33 | -3,516 | -6.19% | Q1 2026 | May 05, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 53,048 | 1,247 | 0.45% | 0.71% | 34 | -24,406 | -31.51% | Q1 2026 | May 08, 2026 |
| Cambridge Advisors Inc. | History | Added to | 51,120 | 1,201 | 0.23% | 0.22% | 35 | +1,794 | 3.64% | Q1 2026 | Apr 16, 2026 |
| Networth Advisors, LLC | History | Added to | 50,491 | 1,186 | 0.84% | 0.72% | 36 | +9,268 | 22.48% | Q1 2026 | Apr 22, 2026 |
| Brookwood Investment Group LLC | History | Added to | 49,991 | 1,175 | 0.15% | 0.1% | 37 | +15,525 | 45.04% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 44,190 | 1,038 | 0.0% | 0.0% | 38 | +30,674 | 226.95% | Q1 2026 | Apr 24, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 42,829 | 1,006 | 0.05% | 0.06% | 39 | -17,003 | -28.42% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 41,576 | 977 | 0.0% | 0.01% | 40 | -67,460 | -61.87% | Q1 2026 | Apr 30, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 41,251 | 969 | 0.11% | 0.13% | 41 | -8,023 | -16.28% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | No change | 38,848 | 913 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 38,311 | 900 | 0.62% | 1.05% | 43 | -24,872 | -39.37% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 37,563 | 882 | 0.03% | 0.02% | 44 | +5,532 | 17.27% | Q1 2026 | Apr 08, 2026 |
| Moors & Cabot, Inc. | History | Added to | 37,201 | 874 | 0.04% | 0.04% | 45 | +1,861 | 5.27% | Q1 2026 | May 08, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 36,116 | 848 | 0.05% | 0.03% | 46 | +16,555 | 84.63% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | New | 34,504 | 811 | 0.01% | — | 47 | +34,504 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 33,644 | 791 | 0.0% | 0.0% | 48 | +1,937 | 6.11% | Q1 2026 | Apr 30, 2026 |
| Andina Capital Management, LLC | History | Reduced | 33,225 | 780 | 0.69% | 0.54% | 49 | -4,288 | -11.43% | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | Added to | 32,215 | 757 | 0.02% | 0.0% | 50 | +25,471 | 377.68% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 30,238 | 710 | 0.0% | 0.0% | 51 | +12,629 | 71.72% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 30,036 | 705 | 0.0% | 0.0% | 52 | +8,696 | 40.75% | Q1 2026 | May 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 24,666 | 579 | 0.29% | 0.24% | 53 | +3,518 | 16.64% | Q1 2026 | May 07, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 24,358 | 572 | 0.16% | 0.16% | 54 | -1,594 | -6.14% | Q1 2026 | Apr 27, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 23,807 | 564 | 0.19% | 0.19% | 55 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Straight Path Wealth Management | History | Reduced | 23,641 | 555 | 0.15% | 0.17% | 56 | -2,934 | -11.04% | Q1 2026 | Apr 22, 2026 |
| NFSG Corp | History | Added to | 23,358 | 549 | 0.09% | 0.05% | 57 | +9,713 | 71.18% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 23,292 | 547 | 0.0% | — | 58 | +23,292 | New | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | Added to | 22,952 | 539 | 0.0% | 0.0% | 59 | +8,432 | 58.07% | Q1 2026 | May 14, 2026 |
| Patten Group, Inc. | History | New | 17,011 | 399 | 0.07% | — | 60 | +17,011 | New | Q1 2026 | Apr 24, 2026 |
| Mosley Wealth Management | History | Reduced | 16,420 | 391 | 0.18% | 0.22% | 61 | -4,027 | -19.69% | Q1 2026 | Apr 27, 2026 |
| WealthCare Asset Management, LLC | History | New | 15,700 | 369 | 0.39% | — | 62 | +15,700 | New | Q1 2026 | Apr 30, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 15,556 | 365 | 0.17% | 0.2% | 63 | -1,427 | -8.4% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Reduced | 14,642 | 344 | 0.01% | 0.01% | 64 | -1,338 | -8.37% | Q1 2026 | Apr 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 14,173 | 333 | 0.0% | 0.0% | 65 | -238 | -1.65% | Q1 2026 | May 11, 2026 |
| Strategic Blueprint, LLC | History | New | 13,639 | 320 | 0.02% | — | 66 | +13,639 | New | Q1 2026 | Apr 29, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 12,179 | 286 | 0.02% | 0.01% | 67 | +3,068 | 33.67% | Q1 2026 | Apr 27, 2026 |
| Sage Capital Advisors,llc | History | No change | 12,132 | 285 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Advisor OS, LLC | History | Added to | 12,057 | 283 | 0.02% | 0.02% | 69 | +3,068 | 34.13% | Q1 2026 | May 07, 2026 |
| WINNOW WEALTH LLC | History | Added to | 11,561 | 271 | 0.21% | 0.04% | 70 | +9,452 | 448.17% | Q1 2026 | May 19, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,974 | 258 | 0.0% | 0.02% | 71 | -55,555 | -83.5% | Q1 2026 | Apr 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 10,904 | 256 | 0.0% | 0.01% | 72 | -395 | -3.5% | Q1 2026 | Apr 14, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 10,393 | 244 | 0.3% | 3.56% | 73 | -281,985 | -96.45% | Q1 2026 | May 11, 2026 |
| LifeWealth Investments, LLC | History | New | 9,867 | 231 | 0.07% | — | 74 | +9,867 | New | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,000 | 141 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | New | 5,242 | 123 | 0.0% | — | 76 | +5,242 | New | Q1 2026 | May 19, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 5,107 | 120 | 0.01% | 0.01% | 77 | +40 | 0.79% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Added to | 4,748 | 111 | 0.0% | 0.0% | 78 | +2,822 | 146.52% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,177 | 74 | 0.01% | 0.0% | 79 | +1,395 | 78.28% | Q1 2026 | Apr 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,090 | 49 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,550 | 36 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 510 | 12 | 0.0% | 0.0% | 82 | -1,614 | -75.99% | Q1 2026 | Apr 27, 2026 |
| Triumph Capital Management | History | No change | 275 | 6 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | No change | 252 | 5 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 137 | 3 | 0.0% | — | 86 | +137 | New | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 142 | 3 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.33% | — | -84,552 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -68,020 | -100.0% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -53,909 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -53,909 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,380 | -100.0% | Q1 2026 | May 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -32,300 | -100.0% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.19% | — | -20,228 | -100.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,684 | -100.0% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,332 | -100.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,971 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,490 | -100.0% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |