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 | No change | 1,700,000 | 39,814 | 0.55% | 0.61% | 1 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | Added to | 1,025,769 | 24,023 | 0.11% | 0.13% | 2 | +20,532 | 2.04% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 925,508 | 21,675 | 0.0% | 0.01% | 3 | +99,987 | 12.11% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 608,397 | 14,248 | 0.17% | 0.14% | 4 | +196,861 | 47.84% | Q2 2026 | Aug 04, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 497,573 | 11,653 | 3.2% | 2.61% | 5 | +56,156 | 12.72% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 446,645 | 10,460 | 0.02% | 0.01% | 6 | +306,728 | 219.22% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 380,116 | 8,902 | 0.23% | 0.2% | 7 | +82,384 | 27.67% | Q2 2026 | Jul 28, 2026 |
| RiverTree Advisors, LLC | History | Added to | 336,734 | 7,886 | 4.66% | 4.63% | 8 | +25,472 | 8.18% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 319,302 | 7,478 | 0.0% | 0.0% | 9 | -255,438 | -44.44% | Q2 2026 | Aug 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 257,395 | 6,028 | 0.05% | 0.04% | 10 | +42,598 | 19.83% | Q2 2026 | Aug 14, 2026 |
| Key Capital Management, INC | History | Added to | 243,255 | 5,697 | 2.93% | 3.52% | 11 | +16,474 | 7.26% | Q2 2026 | Jul 27, 2026 |
| Owen LaRue, LLC | History | Reduced | 228,395 | 5,349 | 1.86% | 2.31% | 12 | -27,680 | -10.81% | Q2 2026 | Jul 22, 2026 |
| LANE BROTHERS & CO INC | History | Added to | 175,178 | 4,102 | 2.68% | 1.15% | 13 | +108,024 | 160.86% | Q2 2026 | Aug 05, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 174,639 | 4,090 | 1.53% | 1.67% | 14 | +1,435 | 0.83% | Q2 2026 | Aug 10, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 145,512 | 3,407 | 0.92% | 0.97% | 15 | +10,180 | 7.52% | Q2 2026 | Jul 20, 2026 |
| Park Edge Advisors, LLC | History | Added to | 142,406 | 3,335 | 0.7% | 0.76% | 16 | +2,360 | 1.69% | Q2 2026 | Jul 10, 2026 |
| Fiduciary Alliance LLC | History | Added to | 135,512 | 3,173 | 0.21% | 0.17% | 17 | +17,506 | 14.83% | Q2 2026 | Jul 20, 2026 |
| FSA Advisors, Inc. | History | Added to | 135,402 | 3,171 | 1.45% | 1.86% | 18 | +15,391 | 12.82% | Q2 2026 | Aug 17, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 130,452 | 3,055 | 0.3% | 0.29% | 19 | +30,050 | 29.93% | Q2 2026 | Jul 29, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 123,900 | 2,901 | 0.08% | 0.04% | 20 | +70,616 | 132.53% | Q2 2026 | Jul 13, 2026 |
| Encompass More Asset Management | History | Added to | 122,659 | 2,872 | 0.42% | 0.46% | 21 | +5,252 | 4.47% | Q2 2026 | Jul 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 91,008 | 2,131 | 0.05% | 0.03% | 22 | +28,152 | 44.79% | Q2 2026 | Aug 13, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 87,750 | 2,055 | 1.15% | 1.69% | 23 | -230 | -0.26% | Q2 2026 | Jul 16, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 84,383 | 1,976 | 1.26% | 1.41% | 24 | -4,195 | -4.74% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 84,071 | 1,968 | 0.0% | 0.0% | 25 | +14,244 | 20.4% | Q2 2026 | Aug 14, 2026 |
| SMART Wealth LLC | History | Reduced | 80,602 | 1,887 | 0.41% | 0.59% | 26 | -5,815 | -6.73% | Q2 2026 | Aug 05, 2026 |
| GK Wealth Management LLC | History | New | 79,699 | 1,866 | 0.98% | — | 27 | +79,699 | New | Q2 2026 | Jul 07, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 73,671 | 1,725 | 0.25% | 0.42% | 28 | -26,847 | -26.71% | Q2 2026 | Jul 29, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 73,343 | 1,717 | 0.97% | 1.01% | 29 | +4,851 | 7.08% | Q2 2026 | Aug 14, 2026 |
| Alpine Bank Wealth Management | History | Added to | 67,324 | 1,576 | 0.2% | 0.2% | 30 | +9,046 | 15.52% | Q2 2026 | Aug 07, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 67,104 | 1,571 | 0.04% | 0.05% | 31 | -5,509 | -7.59% | Q2 2026 | Aug 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 64,012 | 1,499 | 0.07% | 0.05% | 32 | +21,183 | 49.46% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 61,438 | 1,438 | 0.0% | 0.0% | 33 | +38,146 | 163.77% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | New | 61,250 | 1,434 | 0.0% | — | 34 | +61,250 | New | Q2 2026 | Aug 05, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 58,076 | 1,360 | 0.08% | — | 35 | +58,076 | New | Q2 2026 | Jul 29, 2026 |
| Patten Group, Inc. | History | Added to | 54,276 | 1,271 | 0.2% | 0.07% | 36 | +37,265 | 219.06% | Q2 2026 | Aug 06, 2026 |
| Cambridge Advisors Inc. | History | Added to | 53,854 | 1,261 | 0.22% | 0.23% | 37 | +2,734 | 5.35% | Q2 2026 | Jul 16, 2026 |
| Networth Advisors, LLC | History | Added to | 52,584 | 1,231 | 0.72% | 0.84% | 38 | +2,093 | 4.15% | Q2 2026 | Jul 22, 2026 |
| Independent Advisor Alliance | History | Reduced | 50,525 | 1,183 | 0.03% | 0.01% | 39 | -6,400 | -11.24% | Q2 2026 | Aug 12, 2026 |
| Mosley Wealth Management | History | Added to | 47,333 | 1,108 | 0.35% | 0.18% | 40 | +30,913 | 188.26% | Q2 2026 | Jul 23, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 43,764 | 1,024 | 0.1% | 0.11% | 41 | +2,513 | 6.09% | Q2 2026 | Jul 09, 2026 |
| Moors & Cabot, Inc. | History | Added to | 43,411 | 1,016 | 0.04% | 0.04% | 42 | +6,210 | 16.69% | Q2 2026 | Aug 10, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 43,370 | 1,015 | 0.11% | 0.15% | 43 | -6,621 | -13.24% | Q2 2026 | Jul 23, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 41,332 | 967 | 0.05% | 0.05% | 44 | +5,216 | 14.44% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | Added to | 39,021 | 913 | 0.01% | 0.02% | 45 | +6,806 | 21.13% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 38,229 | 895 | 0.0% | 0.0% | 46 | -3,347 | -8.05% | Q2 2026 | Jul 28, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 38,037 | 889 | 0.29% | 0.45% | 47 | -15,011 | -28.3% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 36,248 | 848 | 0.01% | 0.01% | 48 | -2,600 | -6.69% | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 36,197 | 847 | 0.02% | 0.03% | 49 | -1,366 | -3.64% | Q2 2026 | Jul 07, 2026 |
| WINNACLE WEALTH LLC | History | Added to | 35,506 | 831 | 0.57% | 0.21% | 50 | +23,945 | 207.12% | Q2 2026 | Jul 21, 2026 |
| Schulz Wealth, LTD. | History | New | 35,336 | 827 | 0.43% | — | 51 | +35,336 | New | Q2 2026 | Aug 26, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 33,315 | 780 | 0.01% | 0.01% | 52 | -1,189 | -3.45% | Q2 2026 | Sep 08, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 32,732 | 766 | 0.47% | 0.62% | 53 | -5,579 | -14.56% | Q2 2026 | Jul 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 32,164 | 753 | 0.31% | 0.29% | 54 | +7,498 | 30.4% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 31,936 | 747 | 0.0% | — | 55 | +31,936 | New | Q2 2026 | Aug 14, 2026 |
| WealthCare Asset Management, LLC | History | Added to | 31,848 | 745 | 0.31% | 0.39% | 56 | +16,148 | 102.85% | Q2 2026 | Jul 30, 2026 |
| Revisor Wealth Management LLC | History | Added to | 29,204 | 683 | 0.16% | 0.16% | 57 | +4,846 | 19.89% | Q2 2026 | Jul 21, 2026 |
| NFSG Corp | History | Added to | 28,419 | 665 | 0.08% | 0.09% | 58 | +5,061 | 21.67% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 28,220 | 660 | 0.0% | 0.0% | 59 | -1,816 | -6.05% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 27,470 | 643 | 0.25% | — | 60 | +27,470 | New | Q2 2026 | Aug 07, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 26,684 | 624 | 0.11% | — | 61 | +26,684 | New | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 21,326 | 499 | 0.0% | 0.0% | 62 | -22,864 | -51.74% | Q2 2026 | Jul 27, 2026 |
| Straight Path Wealth Management | History | Reduced | 21,212 | 496 | 0.12% | 0.15% | 63 | -2,429 | -10.27% | Q2 2026 | Jul 27, 2026 |
| Everstar Asset Management, LLC | History | New | 19,795 | 463 | 0.22% | — | 64 | +19,795 | New | Q2 2026 | Aug 03, 2026 |
| Resurgent Financial Advisors LLC | History | New | 19,195 | 449 | 0.12% | — | 65 | +19,195 | New | Q2 2026 | Aug 14, 2026 |
| Caerus Investment Advisors, LLC | History | Reduced | 16,456 | 385 | 0.13% | 0.47% | 66 | -31,430 | -65.64% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 16,020 | 375 | 0.02% | 0.02% | 67 | +2,381 | 17.46% | Q2 2026 | Jul 23, 2026 |
| Western Wealth Management, LLC | History | New | 15,969 | 374 | 0.01% | — | 68 | +15,969 | New | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 15,932 | 373 | 0.0% | 0.0% | 69 | -14,306 | -47.31% | Q2 2026 | Aug 14, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 15,521 | 363 | 0.12% | 0.17% | 70 | -35 | -0.22% | Q2 2026 | Jul 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,168 | 355 | 0.0% | 0.0% | 71 | -18,476 | -54.92% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 15,149 | 354 | 0.0% | — | 72 | +15,149 | New | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 13,953 | 326 | 0.02% | 0.01% | 73 | +10,776 | 339.19% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,582 | 294 | 0.0% | — | 74 | +12,582 | New | Q2 2026 | Sep 02, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 12,536 | 293 | 0.02% | 0.02% | 75 | +357 | 2.93% | Q2 2026 | Jul 27, 2026 |
| Advisor OS, LLC | History | Added to | 12,414 | 290 | 0.02% | 0.02% | 76 | +357 | 2.96% | Q2 2026 | Aug 05, 2026 |
| GFS Advisors, LLC | History | New | 13,625 | 268 | 0.03% | — | 77 | +13,625 | New | Q2 2026 | Aug 04, 2026 |
| LifeWealth Investments, LLC | History | Added to | 11,300 | 264 | 0.07% | 0.07% | 78 | +1,433 | 14.52% | Q2 2026 | Jul 16, 2026 |
| Blueprint Investment Partners LLC | History | New | 10,655 | 249 | 0.02% | — | 79 | +10,655 | New | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | New | 9,339 | 218 | 0.0% | — | 80 | +9,339 | New | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | New | 8,640 | 202 | 0.01% | — | 81 | +8,640 | New | Q2 2026 | Jul 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 8,366 | 195 | 0.02% | 0.01% | 82 | +3,259 | 63.81% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,291 | 194 | 0.0% | 0.0% | 83 | +1,309 | 18.75% | Q2 2026 | Aug 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 8,224 | 192 | 0.08% | — | 84 | +8,224 | New | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,581 | 177 | 0.0% | 0.0% | 85 | -3,393 | -30.92% | Q2 2026 | Jul 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,800 | 159 | 0.0% | — | 86 | +6,800 | New | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,000 | 140 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 4,748 | 111 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 4,454 | 104 | 0.12% | 0.3% | 89 | -5,939 | -57.14% | Q2 2026 | Jul 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,090 | 48 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | New | 1,620 | 37 | 0.0% | — | 91 | +1,620 | New | Q2 2026 | Jul 30, 2026 |
| Montgomery Financial Services LLC | History | New | 1,603 | 37 | 0.03% | — | 92 | +1,603 | New | Q2 2026 | Aug 12, 2026 |
| Regatta Research & Money Management | History | New | 1,068 | 25 | 0.02% | — | 93 | +1,068 | New | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 710 | 16 | 0.0% | — | 94 | +709 | 70900.0% | Q2 2026 | Aug 14, 2026 |
| Asset Planning,Inc | History | New | 608 | 14 | 0.01% | — | 95 | +608 | New | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | New | 519 | 12 | 0.0% | — | 96 | +519 | New | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 321 | 7 | 0.0% | — | 98 | +321 | New | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 341 | 7 | 0.0% | 0.0% | 97 | +199 | 140.14% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 251 | 5 | 0.0% | 0.0% | 99 | -1 | -0.4% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 98 | 2 | 0.0% | — | 100 | +98 | New | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | Reduced | 85 | 1 | 0.0% | 0.0% | 101 | -190 | -69.09% | Q2 2026 | Jul 20, 2026 |
| VanWeelden Wealth Management, LLC | History | Closed out | 0 | 0 | — | 5.7% | — | -304,046 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Andina Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -33,225 | -100.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,952 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,642 | -100.0% | Q2 2026 | Jul 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,173 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Advisors,llc | History | Closed out | 0 | 0 | — | 0.07% | — | -12,132 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,904 | -100.0% | Q2 2026 | Jul 09, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,550 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -510 | -100.0% | Q2 2026 | Jul 20, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 35 | 0 | — | — | — | +35 | New | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |