Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: BUCK
- CUSIP Number: 82889n640
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Simplify Exchange Traded Fun stock
Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Simplify Asset Management | 1.7M | $40M | 0% | Jun 2026 |
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| AE Wealth Management | 1.0M | $24M | 2% | Jun 2026 |
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| LPL Financial | 926k | $22M | 12% | Jun 2026 |
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| Principal Securities | 608k | $14M | 48% | Jun 2026 |
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| Elevated Capital Advisors | 498k | $12M | 13% | Jun 2026 |
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| Captrust Financial Advisors | 447k | $11M | 219% | Jun 2026 |
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| Wedbush Morgan Securities | 380k | $8.9M | 28% | Jun 2026 |
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| RiverTree Advisors | 337k | $7.9M | 8% | Jun 2026 |
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| Envestnet Asset Management | 319k | $7.5M | -44% | Jun 2026 |
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| CLS Investments | 257k | $6.0M | 20% | Jun 2026 |
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| Key Capital Management | 243k | $5.7M | 7% | Jun 2026 |
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| Owen LaRue | 228k | $5.3M | -11% | Jun 2026 |
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| Lane Brothers & Co | 175k | $4.1M | 161% | Jun 2026 |
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| Howard Bailey Securities | 175k | $4.1M | 1% | Jun 2026 |
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| B.O.S.S. Retirement Advisors | 146k | $3.4M | 8% | Jun 2026 |
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| Park Edge Advisors | 142k | $3.3M | 2% | Jun 2026 |
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| Fiduciary Alliance | 136k | $3.2M | 15% | Jun 2026 |
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| FSA Advisors | 135k | $3.2M | 13% | Jun 2026 |
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| Impact Partnership Wealth | 131k | $3.1M | 30% | Jun 2026 |
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| Steel Peak Wealth Management | 124k | $2.9M | 133% | Jun 2026 |
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| Encompass More Asset Management | 123k | $2.9M | 4% | Jun 2026 |
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| Change Path | 91k | $2.1M | 45% | Jun 2026 |
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| Reyes Financial Architecture | 88k | $2.1M | 0% | Jun 2026 |
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| Authentikos Wealth Advisory | 84k | $2.0M | -5% | Jun 2026 |
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| Advisor Group Holdings | 84k | $2.0M | 20% | Jun 2026 |
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| SMART Wealth | 81k | $1.9M | -7% | Jun 2026 |
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| GK Wealth Management | 80k | $1.9M | 100% | Jun 2026 |
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| Beacon Capital Management | 74k | $1.7M | -27% | Jun 2026 |
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| Blackston Financial Advisory Group | 73k | $1.7M | 7% | Jun 2026 |
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| Alpine Bank Wealth Management | 67k | $1.6M | 16% | Jun 2026 |
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| WCG Wealth Advisors | 67k | $1.6M | -8% | Jun 2026 |
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| Integrated Wealth Concepts | 67k | $1.6M | 93% | Jun 2026 |
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| Integrated Advisors Network | 64k | $1.5M | 49% | Jun 2026 |
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| Commonwealth Equity Services | 61k | $1.4M | 164% | Jun 2026 |
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| Janney Montgomery Scott | 61k | $1.4M | 100% | Jun 2026 |
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| Beese Fulmer Investment Management | 58k | $1.4M | 100% | Jun 2026 |
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| Patten | 54k | $1.3M | 219% | Jun 2026 |
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| Cambridge Advisors | 54k | $1.3M | 5% | Jun 2026 |
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| Networth Advisors | 53k | $1.2M | 4% | Jun 2026 |
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| Independent Advisor Alliance | 51k | $1.2M | -11% | Jun 2026 |
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| Mosley Wealth Management | 47k | $1.1M | 188% | Jun 2026 |
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| Redhawk Wealth Advisors | 44k | $1.0M | 6% | Jun 2026 |
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| Moors & Cabot | 43k | $1.0M | 17% | Jun 2026 |
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| Brookwood Investment Group | 43k | $1.0M | -13% | Jun 2026 |
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| Soltis Investment Advisors | 41k | $968k | 14% | Jun 2026 |
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| SRS Capital Advisors | 39k | $914k | 21% | Jun 2026 |
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| Kestra Advisory Services | 38k | $895k | -8% | Jun 2026 |
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| Compass Capital Corp | 38k | $890k | -28% | Jun 2026 |
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| Advisory Services Network | 36k | $849k | -7% | Jun 2026 |
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| Dynamic Advisors Solutions | 36k | $848k | -4% | Jun 2026 |
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| Winnow Wealth | 36k | $832k | 207% | Jun 2026 |
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| Schulz Wealth | 35k | $828k | 100% | Jun 2026 |
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| Tme Financial | 33k | $767k | -15% | Jun 2026 |
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| Legacy Wealth Managment | 32k | $753k | 30% | Jun 2026 |
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| Bank of America Corporation | 32k | $748k | 100% | Jun 2026 |
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| WealthCare Asset Management | 32k | $746k | 103% | Jun 2026 |
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| Revisor Wealth Management | 29k | $684k | 20% | Jun 2026 |
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| Newbridge Financial Services Group | 28k | $666k | 22% | Jun 2026 |
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| Sanctuary Advisors | 28k | $661k | -6% | Jun 2026 |
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| Lloyd Advisory Services | 28k | $643k | 100% | Jun 2026 |
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| Astoria Portfolio Advisors | 27k | $625k | 100% | Jun 2026 |
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| Private Advisor | 21k | $500k | -52% | Jun 2026 |
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| Straight Path Wealth Management | 21k | $497k | -10% | Jun 2026 |
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| Everstar Asset Management | 20k | $464k | 100% | Jun 2026 |
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| Resurgent Financial Advisors | 19k | $450k | 100% | Jun 2026 |
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| Caerus Investment Advisors | 17k | $385k | -66% | Jun 2026 |
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| Strategic Blueprint | 16k | $375k | 17% | Jun 2026 |
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| Western Wealth Management | 16k | $374k | 100% | Jun 2026 |
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| Jane Street | 16k | $373k | -47% | Jun 2026 |
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| Decker Retirement Planning | 16k | $364k | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 15k | $355k | -55% | Jun 2026 |
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| Raymond James Financial | 15k | $355k | 100% | Jun 2026 |
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| Nbc Securities | 14k | $327k | 339% | Jun 2026 |
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| GFS Advisors | 12k | $24k | 28% | Jun 2026 |
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| Citadel Advisors | 13k | $295k | 100% | Jun 2026 |
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| Advisor OS | 12k | $291k | 3% | Jun 2026 |
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| Koshinski Asset Management | 12k | $286k | 34% | Mar 2026 |
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| LifeWealth Investments | 11k | $265k | 15% | Jun 2026 |
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| Blueprint Investment Partners | 11k | $250k | 100% | Jun 2026 |
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| Mariner Wealth Advisors | 9.3k | $219k | 100% | Jun 2026 |
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| Sowell Financial Services | 8.6k | $202k | 100% | Jun 2026 |
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| Golden State Wealth Management | 8.4k | $196k | 64% | Jun 2026 |
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| Goss Wealth Management | 8.3k | $194k | 19% | Jun 2026 |
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| Tounjian Advisory Partners | 8.2k | $193k | 100% | Jun 2026 |
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| Farther Finance Advisors | 7.6k | $178k | -31% | Jun 2026 |
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| EP Wealth Advisors | 6.8k | $159k | 100% | Jun 2026 |
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| Pnc Financial Services | 6.0k | $141k | 0% | Jun 2026 |
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| CWM | 4.7k | $112k | 147% | Mar 2026 |
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| POM Investment Strategies | 4.5k | $104k | -57% | Jun 2026 |
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| Hollencrest Securities | 2.1k | $49k | 0% | Jun 2026 |
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| Buck Wealth Strategies | 1.6k | $38k | 100% | Jun 2026 |
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| Montgomery Financial Services | 1.6k | $38k | 100% | Jun 2026 |
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| Wells Fargo & Company | 710.00 | $17k | 70900% | Jun 2026 |
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| Asset Planning | 608.00 | $14k | 100% | Jun 2026 |
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| IFG Advisory | 519.00 | $12k | 100% | Jun 2026 |
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| Harbour Investments | 341.00 | $8.0k | 140% | Jun 2026 |
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| Ameritas Advisory Services | 321.00 | $7.5k | 100% | Jun 2026 |
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| Triumph Capital Management | 275.00 | $6.5k | 0% | Mar 2026 |
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| Morgan Stanley | 252.00 | $5.9k | 0% | Mar 2026 |
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| Vanguard Advisers | 98.00 | $2.3k | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 35.00 | $820.001000 | 100% | Jun 2026 |
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| Royal Bank of Canada | 4.00 | $0 | 0% | Jun 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| VanWeelden Wealth Management | Mar 2026 | 304k | $7.1M |
| Andina Capital Management | Mar 2026 | 33k | $781k |
| Hrt Financial | Mar 2026 | 23k | $539k |
| RFG Advisory | Mar 2026 | 15k | $344k |
| Foundations Investment Advisors | Mar 2026 | 14k | $333k |
| Sage Capital Advisors | Mar 2026 | 12k | $285k |
| Wealthcare Advisory Partners | Mar 2026 | 11k | $256k |
| Leo Wealth | Dec 2025 | 10k | $245k |
| Private Trust Co Na | Mar 2026 | 1.6k | $36k |
| Sound Income Strategies | Mar 2026 | 510.00 | $12k |
| Mather Group | Mar 2026 | 137.00 | $3.2k |