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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | History | No change | 1,025,769 | 24,023 | 0.11% | 0.11% | 1 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Simplify Asset Management Inc. | History | Reduced | 975,000 | 22,503 | 0.37% | 0.55% | 2 | -725,000 | -42.65% | Q3 2026 | Oct 27, 2026 |
| LPL Financial LLC | History | No change | 925,508 | 21,675 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 608,397 | 14,248 | 0.17% | 0.17% | 4 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 537,538 | 12,406 | 4.13% | 3.2% | 5 | +39,965 | 8.03% | Q3 2026 | Nov 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 446,645 | 10,460 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 352,111 | 8,127 | 0.21% | 0.23% | 7 | -28,005 | -7.37% | Q3 2026 | Oct 22, 2026 |
| WT Wealth Management | History | New | 346,733 | 8,002 | 2.24% | — | 8 | +346,733 | New | Q3 2026 | Oct 13, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 327,984 | 7,569 | 4.51% | 4.66% | 9 | -8,750 | -2.6% | Q3 2026 | Oct 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 319,302 | 7,478 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 257,395 | 6,028 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key Capital Management, INC | History | Added to | 254,718 | 5,878 | 2.15% | 2.93% | 12 | +11,463 | 4.71% | Q3 2026 | Nov 03, 2026 |
| Owen LaRue, LLC | History | No change | 228,395 | 5,349 | 1.86% | 1.86% | 13 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LANE BROTHERS & CO INC | History | Added to | 218,102 | 5,033 | 5.08% | 2.68% | 14 | +42,924 | 24.5% | Q3 2026 | Nov 02, 2026 |
| Fiduciary Alliance LLC | History | Added to | 177,796 | 4,103 | 0.31% | 0.21% | 15 | +42,284 | 31.2% | Q3 2026 | Oct 13, 2026 |
| Encompass More Asset Management | History | Added to | 175,507 | 4,050 | 0.57% | 0.42% | 16 | +52,848 | 43.09% | Q3 2026 | Oct 16, 2026 |
| Schulz Wealth, LTD. | History | Added to | 174,883 | 4,036 | 1.89% | 0.43% | 17 | +139,547 | 394.91% | Q3 2026 | Nov 03, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 166,059 | 3,832 | 1.48% | 1.53% | 18 | -8,580 | -4.91% | Q3 2026 | Oct 27, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 165,852 | 3,827 | 0.09% | 0.08% | 19 | +41,952 | 33.86% | Q3 2026 | Oct 16, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 161,446 | 3,726 | 0.19% | — | 20 | +161,446 | New | Q3 2026 | Oct 21, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 139,775 | 3,226 | 0.93% | 0.92% | 21 | -5,737 | -3.94% | Q3 2026 | Oct 26, 2026 |
| FSA Advisors, Inc. | History | No change | 135,402 | 3,171 | 1.45% | 1.45% | 22 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 130,452 | 3,055 | 0.3% | 0.3% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 122,575 | 2,829 | 0.6% | 0.7% | 24 | -19,831 | -13.93% | Q3 2026 | Oct 28, 2026 |
| Miller Global Investments, LLC | History | New | 114,097 | 2,633 | 2.12% | — | 25 | +114,097 | New | Q3 2026 | Oct 02, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 94,290 | 2,176 | 0.12% | 0.08% | 26 | +36,214 | 62.36% | Q3 2026 | Oct 23, 2026 |
| CreativeOne Wealth, LLC | History | No change | 91,008 | 2,131 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Advisors Network LLC | History | Added to | 87,573 | 2,021 | 0.09% | 0.07% | 28 | +23,561 | 36.81% | Q3 2026 | Oct 20, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 87,585 | 2,021 | 1.25% | 1.15% | 29 | -165 | -0.19% | Q3 2026 | Oct 21, 2026 |
| Patten Group, Inc. | History | Added to | 86,592 | 1,998 | 0.31% | 0.2% | 30 | +32,316 | 59.54% | Q3 2026 | Oct 26, 2026 |
| Authentikos Wealth Advisory, LLC | History | No change | 84,383 | 1,976 | 1.26% | 1.26% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 84,071 | 1,968 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 83,593 | 1,929 | 0.0% | 0.0% | 33 | +22,155 | 36.06% | Q3 2026 | Nov 02, 2026 |
| WINNACLE WEALTH LLC | History | Added to | 80,069 | 1,847 | 1.22% | 0.57% | 34 | +44,563 | 125.51% | Q3 2026 | Oct 14, 2026 |
| SMART Wealth LLC | History | Reduced | 78,049 | 1,801 | 0.37% | 0.41% | 35 | -2,553 | -3.17% | Q3 2026 | Nov 04, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 72,569 | 1,674 | 0.93% | 0.97% | 36 | -774 | -1.06% | Q3 2026 | Nov 04, 2026 |
| Sowell Financial Services LLC | History | Added to | 70,716 | 1,632 | 0.05% | 0.01% | 37 | +62,076 | 718.47% | Q3 2026 | Oct 23, 2026 |
| Mosley Wealth Management | History | Added to | 70,105 | 1,615 | 0.47% | 0.35% | 38 | +22,772 | 48.11% | Q3 2026 | Oct 16, 2026 |
| WCG Wealth Advisors LLC | History | No change | 67,104 | 1,571 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpine Bank Wealth Management | History | Added to | 67,544 | 1,558 | 0.2% | 0.2% | 40 | +220 | 0.33% | Q3 2026 | Oct 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 61,250 | 1,434 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Advisors Inc. | History | Added to | 57,407 | 1,324 | 0.23% | 0.22% | 42 | +3,553 | 6.6% | Q3 2026 | Oct 19, 2026 |
| GK Wealth Management LLC | History | Reduced | 56,116 | 1,295 | 0.73% | 0.98% | 43 | -23,583 | -29.59% | Q3 2026 | Oct 09, 2026 |
| Networth Advisors, LLC | History | Added to | 55,867 | 1,289 | 0.74% | 0.72% | 44 | +3,283 | 6.24% | Q3 2026 | Nov 03, 2026 |
| Independent Advisor Alliance | History | No change | 50,525 | 1,183 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 45,579 | 1,051 | 0.15% | 0.25% | 46 | -28,092 | -38.13% | Q3 2026 | Oct 23, 2026 |
| Moors & Cabot, Inc. | History | No change | 43,411 | 1,016 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookwood Investment Group LLC | History | No change | 43,370 | 1,015 | 0.11% | 0.11% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 43,734 | 1,009 | 0.1% | 0.1% | 49 | -30 | -0.07% | Q3 2026 | Oct 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 41,611 | 960 | 0.03% | 0.02% | 50 | +5,414 | 14.96% | Q3 2026 | Oct 13, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 41,396 | 955 | 0.04% | 0.05% | 51 | +64 | 0.15% | Q3 2026 | Oct 28, 2026 |
| Arax Advisory Partners | History | No change | 39,021 | 913 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 38,037 | 889 | 0.29% | 0.29% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 36,248 | 848 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 34,395 | 793 | 0.0% | 0.0% | 55 | -3,834 | -10.03% | Q3 2026 | Nov 02, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 33,315 | 780 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NFSG Corp | History | Added to | 33,476 | 772 | 0.09% | 0.08% | 57 | +5,057 | 17.79% | Q3 2026 | Oct 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 32,164 | 753 | 0.31% | 0.31% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 32,388 | 747 | 0.04% | 0.02% | 60 | +16,368 | 102.17% | Q3 2026 | Oct 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 31,936 | 747 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 28,220 | 660 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 26,684 | 624 | 0.11% | 0.11% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 26,889 | 620 | 0.24% | 0.25% | 63 | -581 | -2.12% | Q3 2026 | Nov 02, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 26,460 | 610 | 0.37% | 0.47% | 64 | -6,272 | -19.16% | Q3 2026 | Oct 14, 2026 |
| Private Advisor Group, LLC | History | No change | 21,326 | 499 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Straight Path Wealth Management | History | Added to | 21,462 | 495 | 0.11% | 0.12% | 66 | +250 | 1.18% | Q3 2026 | Oct 23, 2026 |
| Everstar Asset Management, LLC | History | No change | 19,795 | 463 | 0.22% | 0.22% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 19,195 | 449 | 0.12% | 0.12% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | New | 19,259 | 444 | 0.02% | — | 69 | +19,259 | New | Q3 2026 | Oct 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 18,810 | 434 | 0.0% | 0.0% | 70 | +3,642 | 24.01% | Q3 2026 | Nov 02, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 17,477 | 403 | 0.03% | 0.02% | 71 | +3,524 | 25.26% | Q3 2026 | Oct 26, 2026 |
| Independent Wealth Network Inc. | History | New | 17,182 | 396 | 0.1% | — | 72 | +17,182 | New | Q3 2026 | Oct 19, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 16,456 | 385 | 0.13% | 0.13% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCare Asset Management, LLC | History | Reduced | 16,606 | 383 | 0.33% | 0.31% | 74 | -15,242 | -47.86% | Q3 2026 | Oct 26, 2026 |
| Western Wealth Management, LLC | History | No change | 15,969 | 374 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 15,932 | 373 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | New | 15,790 | 364 | 0.0% | — | 77 | +15,790 | New | Q3 2026 | Oct 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 15,149 | 354 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 13,881 | 320 | 0.11% | 0.12% | 79 | -1,640 | -10.57% | Q3 2026 | Oct 19, 2026 |
| CITADEL ADVISORS LLC | History | No change | 12,582 | 294 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 12,646 | 291 | 0.02% | 0.02% | 81 | +110 | 0.88% | Q3 2026 | Oct 29, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 11,358 | 262 | 0.06% | 0.16% | 82 | -17,846 | -61.11% | Q3 2026 | Oct 20, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 10,355 | 238 | 0.07% | 0.07% | 83 | -945 | -8.36% | Q3 2026 | Oct 21, 2026 |
| Advisor OS, LLC | History | Reduced | 10,109 | 233 | 0.02% | 0.02% | 84 | -2,305 | -18.57% | Q3 2026 | Nov 03, 2026 |
| City Center Advisors, LLC | History | New | 9,604 | 221 | 0.17% | — | 85 | +9,604 | New | Q3 2026 | Oct 07, 2026 |
| Mariner, LLC | History | No change | 9,339 | 218 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,291 | 194 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 8,129 | 187 | 0.02% | 0.02% | 88 | -237 | -2.83% | Q3 2026 | Nov 02, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 7,948 | 183 | 0.08% | 0.08% | 89 | -276 | -3.36% | Q3 2026 | Nov 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,800 | 159 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,000 | 140 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | New | 2,554 | 58 | 0.0% | — | 92 | +2,554 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,191 | 50 | 0.0% | 0.0% | 93 | -5,390 | -71.1% | Q3 2026 | Oct 08, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,090 | 48 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,620 | 37 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Montgomery Financial Services LLC | History | No change | 1,603 | 36 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Regatta Research & Money Management | History | No change | 1,068 | 25 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 710 | 16 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Planning,Inc | History | Added to | 618 | 14 | 0.01% | 0.01% | 99 | +10 | 1.64% | Q3 2026 | Oct 26, 2026 |
| IFG Advisory, LLC | History | No change | 519 | 12 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 448 | 10 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 448 | 10 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 341 | 7 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 321 | 7 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 251 | 5 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 98 | 2 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 85 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,625 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Blueprint Investment Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,655 | -100.0% | Q3 2026 | Oct 28, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 10 | 0 | — | 0.12% | — | -4,444 | -99.78% | Q3 2026 | Oct 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |