Who Owns SIMPLIFY (BUCK)? -- Institutional Holders (2026-06-30)

112 institutions reported holding $249.0M of SIMPLIFY (BUCK) in SEC 13F filings for 2026-06-30. Largest institutional holders: Simplify Asset Management Inc. ($39.8M), AE Wealth Management LLC ($24.0M), LPL Financial LLC ($21.7M), PRINCIPAL SECURITIES, INC. ($14.2M), Elevated Capital Advisors, LLC ($11.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Simplify Asset Management Inc.$39.8M1.7MHold
2AE Wealth Management LLC$24.0M1.0MAdded
3LPL Financial LLC$21.7M925,508Added
4PRINCIPAL SECURITIES, INC.$14.2M608,397Added
5Elevated Capital Advisors, LLC$11.7M497,573Added
6CAPTRUST FINANCIAL ADVISORS$10.5M446,645Added
7WEDBUSH SECURITIES INC$8.9M380,116Added
8RiverTree Advisors, LLC$7.9M336,734Added
9ENVESTNET ASSET MANAGEMENT INC$7.5M319,302Trimmed
10Orion Porfolio Solutions, LLC$6.0M257,395Added
11Key Capital Management, INC$5.7M243,255Added
12Owen LaRue, LLC$5.3M228,395Trimmed
13LANE BROTHERS & CO INC$4.1M175,178Added
14HOWARD BAILEY SECURITIES, LLC$4.1M174,639Added
15B.O.S.S. Retirement Advisors, LLC$3.4M145,512Added
16Park Edge Advisors, LLC$3.3M142,406Added
17Fiduciary Alliance LLC$3.2M135,512Added
18FSA Advisors, Inc.$3.2M135,402Added
19Impact Partnership Wealth, LLC$3.1M130,452Added
20SteelPeak Wealth, LLC$2.9M123,900Added
21Encompass More Asset Management$2.9M122,659Added
22CreativeOne Wealth, LLC$2.1M91,008Added
23Reyes Financial Architecture, Inc.$2.1M87,750Trimmed
24Authentikos Wealth Advisory, LLC$2.0M84,383Trimmed
25OSAIC HOLDINGS, INC.$2.0M84,071Added

Source: SEC Form 13F filings · as of 2026-06-30