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 | 100% | Mar 2026 |
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| AE Wealth Management | 1.0M | $24M | -14% | Mar 2026 |
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| LPL Financial | 826k | $19M | 26% | Mar 2026 |
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| Envestnet Asset Management | 575k | $14M | 204% | Mar 2026 |
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| Elevated Capital Advisors | 441k | $10M | -2% | Mar 2026 |
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| Principal Securities | 412k | $9.7M | 102% | Mar 2026 |
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| RiverTree Advisors | 311k | $7.3M | -1% | Mar 2026 |
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| VanWeelden Wealth Management | 304k | $7.1M | 100% | Mar 2026 |
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| Wedbush Morgan Securities | 298k | $7.0M | 14% | Mar 2026 |
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| Owen LaRue | 256k | $6.0M | 132% | Mar 2026 |
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| Key Capital Management | 227k | $5.3M | 19% | Mar 2026 |
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| CLS Investments | 215k | $5.0M | 9% | Mar 2026 |
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| Howard Bailey Securities | 173k | $4.1M | 22% | Mar 2026 |
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| Park Edge Advisors | 140k | $3.3M | -38% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 135k | $3.2M | 8% | Mar 2026 |
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| FSA Advisors | 120k | $2.8M | 0% | Mar 2026 |
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| Fiduciary Alliance | 118k | $2.8M | 100% | Mar 2026 |
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| Encompass More Asset Management | 117k | $2.8M | 7% | Mar 2026 |
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| Beacon Capital Management | 101k | $2.4M | -36% | Mar 2026 |
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| Impact Partnership Wealth | 100k | $2.4M | 25% | Mar 2026 |
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| Authentikos Wealth Advisory | 89k | $2.1M | -7% | Mar 2026 |
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| Reyes Financial Architecture | 88k | $2.1M | 764% | Mar 2026 |
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| SMART Wealth | 86k | $2.0M | 100% | Mar 2026 |
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| WCG Wealth Advisors | 73k | $1.7M | -29% | Mar 2026 |
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| Blackston Financial Advisory Group | 69k | $1.6M | 17% | Mar 2026 |
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| Lane Brothers & Co | 67k | $1.6M | 0% | Mar 2026 |
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| Advisor Group Holdings | 64k | $1.5M | 8% | Dec 2025 |
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| Change Path | 63k | $1.5M | -37% | Mar 2026 |
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| Alpine Bank Wealth Management | 58k | $1.4M | 70% | Mar 2026 |
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| Independent Advisor Alliance | 57k | $1.3M | 19% | Mar 2026 |
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| Steel Peak Wealth Management | 53k | $1.3M | -6% | Mar 2026 |
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| Compass Capital Corp | 53k | $1.2M | -32% | Mar 2026 |
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| Cambridge Advisors | 51k | $1.2M | 4% | Mar 2026 |
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| Networth Advisors | 51k | $1.2M | 22% | Mar 2026 |
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| Brookwood Investment Group | 50k | $1.2M | 45% | Mar 2026 |
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| Caerus Investment Advisors | 48k | $1.1M | -13% | Mar 2026 |
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| Private Advisor | 44k | $1.0M | 227% | Mar 2026 |
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| Integrated Advisors Network | 43k | $1.0M | -28% | Mar 2026 |
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| Kestra Advisory Services | 42k | $977k | -62% | Mar 2026 |
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| Redhawk Wealth Advisors | 41k | $970k | -16% | Mar 2026 |
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| Advisory Services Network | 39k | $921k | 6% | Dec 2025 |
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| Tme Financial | 38k | $901k | -39% | Mar 2026 |
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| Dynamic Advisors Solutions | 38k | $883k | 17% | Mar 2026 |
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| Moors & Cabot | 37k | $874k | 5% | Mar 2026 |
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| Soltis Investment Advisors | 36k | $849k | 85% | Mar 2026 |
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| Integrated Wealth Concepts | 35k | $811k | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 34k | $791k | 6% | Mar 2026 |
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| Andina Capital Management | 33k | $781k | -11% | Mar 2026 |
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| Old Mission Capital | 32k | $766k | 31% | Dec 2025 |
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| SRS Capital Advisors | 32k | $757k | 378% | Mar 2026 |
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| Jane Street | 30k | $711k | 72% | Mar 2026 |
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| Sanctuary Advisors | 30k | $706k | 41% | Mar 2026 |
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| Legacy Wealth Managment | 25k | $580k | 17% | Mar 2026 |
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| Revisor Wealth Management | 24k | $573k | -6% | Mar 2026 |
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| Prosperity Wealth Management | 24k | $564k | -15% | Dec 2025 |
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| Straight Path Wealth Management | 24k | $556k | -11% | Mar 2026 |
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| Newbridge Financial Services Group | 23k | $549k | 71% | Mar 2026 |
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| Commonwealth Equity Services | 23k | $548k | 100% | Mar 2026 |
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| Hrt Financial | 23k | $539k | 58% | Mar 2026 |
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| Patten | 17k | $400k | 100% | Mar 2026 |
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| Mosley Wealth Management | 16k | $392k | -20% | Mar 2026 |
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| WealthCare Asset Management | 16k | $369k | 100% | Mar 2026 |
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| Decker Retirement Planning | 16k | $366k | -8% | Mar 2026 |
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| RFG Advisory | 15k | $344k | -8% | Mar 2026 |
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| Foundations Investment Advisors | 14k | $333k | -2% | Mar 2026 |
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| Strategic Blueprint | 14k | $321k | 100% | Mar 2026 |
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| Captrust Financial Advisors | 13k | $297k | 100% | Dec 2025 |
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| Koshinski Asset Management | 12k | $286k | 34% | Mar 2026 |
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| Sage Capital Advisors | 12k | $285k | 0% | Mar 2026 |
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| Advisor OS | 12k | $283k | 34% | Mar 2026 |
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| Winnow Wealth | 12k | $272k | 448% | Mar 2026 |
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| Farther Finance Advisors | 11k | $258k | -84% | Mar 2026 |
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| Wealthcare Advisory Partners | 11k | $256k | -3% | Mar 2026 |
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| POM Investment Strategies | 10k | $244k | -96% | Mar 2026 |
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| LifeWealth Investments | 9.9k | $232k | 100% | Mar 2026 |
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| GFS Advisors | 9.0k | $211k | 100% | Mar 2026 |
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| Goss Wealth Management | 7.0k | $164k | 0% | Mar 2026 |
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| Pnc Financial Services | 6.0k | $141k | 0% | Mar 2026 |
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| Western Wealth Management | 5.2k | $123k | 100% | Mar 2026 |
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| Golden State Wealth Management | 5.1k | $120k | 1% | Mar 2026 |
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| Nbc Securities | 3.2k | $75k | 78% | Mar 2026 |
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| Hollencrest Securities | 2.1k | $49k | 0% | Mar 2026 |
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| CWM | 1.9k | $46k | 1210% | Dec 2025 |
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| Private Trust Co Na | 1.6k | $36k | 0% | Mar 2026 |
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| Sound Income Strategies | 510.00 | $12k | -76% | Mar 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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| Harbour Investments | 142.00 | $3.3k | 0% | Mar 2026 |
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| Mather Group | 137.00 | $3.2k | 100% | Mar 2026 |
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| Royal Bank of Canada | 4.00 | $0 | 100% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $20.000000 | 0% | Mar 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| GK Wealth Management | Dec 2025 | 85k | $2.0M |
| Prime Capital Investment Advisors | Dec 2025 | 68k | $1.6M |
| Belpointe Asset Management | Dec 2025 | 54k | $1.3M |
| Fortis Capital Advisors | Dec 2025 | 54k | $1.3M |
| Steward Partners Investment Advisory | Dec 2025 | 33k | $791k |
| Lloyd Advisory Services | Dec 2025 | 20k | $480k |
| Citadel Advisors | Dec 2025 | 12k | $277k |
| Leo Wealth | Dec 2025 | 10k | $245k |
| UBS Group | Dec 2025 | 1.5k | $35k |
| Flagship Harbor Advisors | Dec 2025 | 600.00 | $14k |