DaveManuel.com · Institutional Ownership · Who Owns It
SIMPLIFY EXCHANGE TRADED FUN (BUCK)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
103
Reporting holders
$249.4M
Reported value
0.0%
Calls
0.0%
Puts
+14
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | $39.8M | 1,700,000 | 0.55% | 2q | HELD |
| AE Wealth Management LLC | $24.0M | 1,025,769 | 0.11% | 10q | +2.0%+$480.9K |
| LPL Financial LLC | $21.7M | 925,508 | 0.00% | 7q | +12.1%+$2.3M |
| PRINCIPAL SECURITIES, INC. | $14.2M | 608,397 | 0.17% | 9q | +47.8%+$4.6M |
| Elevated Capital Advisors, LLC | $11.7M | 497,573 | 3.20% | 9q | +12.7%+$1.3M |
| CAPTRUST FINANCIAL ADVISORS | $10.5M | 446,645 | 0.02% | 3q | +219.2%+$7.2M |
| WEDBUSH SECURITIES INC | $8.9M | 380,116 | 0.23% | 7q | +27.7%+$1.9M |
| RiverTree Advisors, LLC | $7.9M | 336,734 | 4.66% | 6q | +8.2%+$596.6K |
| ENVESTNET ASSET MANAGEMENT INC | $7.5M | 319,302 | 0.00% | 6q | -44.4%-$6.0M |
| Orion Porfolio Solutions, LLC | $6.0M | 257,395 | 0.05% | 6q | +19.8%+$997.6K |
| Key Capital Management, INC | $5.7M | 243,255 | 2.93% | 3q | +7.3%+$385.8K |
| Owen LaRue, LLC | $5.3M | 228,395 | 1.86% | 3q | -10.8%-$648.3K |
| LANE BROTHERS & CO INC | $4.1M | 175,178 | 2.68% | 3q | +160.9%+$2.5M |
| HOWARD BAILEY SECURITIES, LLC | $4.1M | 174,639 | 1.53% | 8q | +0.8%+$33.6K |
| B.O.S.S. Retirement Advisors, LLC | $3.4M | 145,512 | 0.92% | 7q | +7.5%+$238.4K |
| Park Edge Advisors, LLC | $3.3M | 142,406 | 0.70% | 14q | +1.7%+$55.3K |
| Fiduciary Alliance LLC | $3.2M | 135,512 | 0.21% | 2q | +14.8%+$410.0K |
| FSA Advisors, Inc. | $3.2M | 135,402 | 1.45% | 3q | +12.8%+$360.5K |
| Impact Partnership Wealth, LLC | $3.1M | 130,452 | 0.30% | 5q | +29.9%+$703.8K |
| SteelPeak Wealth, LLC | $2.9M | 123,900 | 0.08% | 6q | +132.5%+$1.7M |
| Encompass More Asset Management | $2.9M | 122,659 | 0.42% | 10q | +4.5%+$123.0K |
| CreativeOne Wealth, LLC | $2.1M | 91,008 | 0.05% | 6q | +44.8%+$659.3K |
| Reyes Financial Architecture, Inc. | $2.1M | 87,750 | 1.15% | 3q | HELD |
| Authentikos Wealth Advisory, LLC | $2.0M | 84,383 | 1.26% | 8q | -4.7%-$98.2K |
| OSAIC HOLDINGS, INC. | $2.0M | 84,071 | 0.00% | 9q | +20.4%+$333.6K |
| SMART Wealth LLC | $1.9M | 80,602 | 0.41% | 2q | -6.7%-$136.2K |
| GK Wealth Management LLC | $1.9M | 79,699 | 0.98% | new | NEW |
| Beacon Capital Management, LLC | $1.7M | 73,671 | 0.25% | 7q | -26.7%-$628.8K |
| Blackston Financial Advisory Group, LLC | $1.7M | 73,343 | 0.97% | 5q | +7.1%+$113.6K |
| Alpine Bank Wealth Management | $1.6M | 67,324 | 0.20% | 5q | +15.5%+$211.9K |
| WCG Wealth Advisors LLC | $1.6M | 67,104 | 0.04% | 5q | -7.6%-$129.0K |
| Integrated Advisors Network LLC | $1.5M | 64,012 | 0.07% | 6q | +49.5%+$496.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 61,438 | 0.00% | 2q | +163.8%+$893.4K |
| Janney Montgomery Scott LLC | $1.4M | 61,250 | 0.00% | new | NEW |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $1.4M | 58,076 | 0.08% | new | NEW |
| Patten Group, Inc. | $1.3M | 54,276 | 0.20% | 2q | +219.1%+$872.7K |
| Cambridge Advisors Inc. | $1.3M | 53,854 | 0.22% | 7q | +5.3%+$64.0K |
| Networth Advisors, LLC | $1.2M | 52,584 | 0.72% | 3q | +4.1%+$49.0K |
| Independent Advisor Alliance | $1.2M | 50,525 | 0.03% | 4q | -11.2%-$149.9K |
| Mosley Wealth Management | $1.1M | 47,333 | 0.35% | 3q | +188.3%+$724.0K |
| Redhawk Wealth Advisors, Inc. | $1.0M | 43,764 | 0.10% | 9q | +6.1%+$58.9K |
| Moors & Cabot, Inc. | $1.0M | 43,411 | 0.04% | 6q | +16.7%+$145.4K |
| Brookwood Investment Group LLC | $1.0M | 43,370 | 0.11% | 6q | -13.2%-$155.1K |
| Soltis Investment Advisors LLC | $968.0K | 41,332 | 0.05% | 5q | +14.4%+$122.2K |
| Arax Advisory Partners | $913.9K | 39,021 | 0.01% | 3q | +21.1%+$159.4K |
| Kestra Advisory Services, LLC | $895.3K | 38,229 | 0.00% | 9q | -8.1%-$78.4K |
| COMPASS CAPITAL CORP /MA/ /ADV | $889.7K | 38,037 | 0.29% | 3q | -28.3%-$351.1K |
| Advisory Services Network, LLC | $848.9K | 36,248 | 0.01% | 6q | -6.7%-$60.9K |
| Dynamic Advisor Solutions LLC | $847.7K | 36,197 | 0.02% | 4q | -3.6%-$32.0K |
| WINNACLE WEALTH LLC | $831.6K | 35,506 | 0.57% | 3q | +207.1%+$560.8K |
| Schulz Wealth, LTD. | $827.6K | 35,336 | 0.43% | new | NEW |
| Integrated Wealth Concepts LLC | $780.2K | 33,315 | 0.01% | 2q | -3.4%-$27.8K |
| TME FINANCIAL, INC. | $766.6K | 32,732 | 0.47% | 6q | -14.6%-$130.7K |
| Legacy Wealth Managment, LLC/ID | $753.3K | 32,164 | 0.31% | 8q | +30.4%+$175.6K |
| BANK OF AMERICA CORP /DE/ | $747.9K | 31,936 | 0.00% | new | NEW |
| WealthCare Asset Management, LLC | $745.9K | 31,848 | 0.31% | 2q | +102.9%+$378.2K |
| Cambridge Investment Research Advisors, Inc. | $710.0K | 30,336 | 0.00% | 6q | -9.8%-$77.4K |
| Revisor Wealth Management LLC | $684.0K | 29,204 | 0.16% | 6q | +19.9%+$113.5K |
| NFSG Corp | $665.6K | 28,419 | 0.08% | 3q | +21.7%+$118.5K |
| Sanctuary Advisors, LLC | $660.9K | 28,220 | 0.00% | 3q | -6.0%-$42.5K |
| Lloyd Advisory Services, LLC. | $643.3K | 27,470 | 0.25% | new | NEW |
| Astoria Portfolio Advisors LLC. | $624.9K | 26,684 | 0.11% | new | NEW |
| Private Advisor Group, LLC | $499.5K | 21,326 | 0.00% | 7q | -51.7%-$535.5K |
| Straight Path Wealth Management | $496.8K | 21,212 | 0.12% | 7q | -10.3%-$56.9K |
| Everstar Asset Management, LLC | $463.6K | 19,795 | 0.22% | new | NEW |
| Resurgent Financial Advisors LLC | $449.5K | 19,195 | 0.13% | new | NEW |
| Caerus Investment Advisors, LLC | $385.4K | 16,456 | 0.13% | 5q | -65.6%-$736.1K |
| Strategic Blueprint, LLC | $375.2K | 16,020 | 0.02% | 2q | +17.5%+$55.8K |
| Western Wealth Management, LLC | $374.0K | 15,969 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $373.1K | 15,932 | 0.00% | 3q | -47.3%-$335.0K |
| Decker Retirement Planning Inc. | $363.5K | 15,521 | 0.12% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $354.8K | 15,149 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $326.8K | 13,953 | 0.02% | 3q | +339.2%+$252.4K |
| CITADEL ADVISORS LLC | $294.7K | 12,582 | 0.00% | new | NEW |
| Koshinski Asset Management, Inc. | $293.6K | 12,536 | 0.02% | 3q | +2.9%+$8.4K |
| GFS Advisors, LLC | $292.3K | 25,095 | 0.02% | 2q | +179.8%+$187.8K |
| Advisor OS, LLC | $290.7K | 12,414 | 0.02% | 3q | +3.0%+$8.4K |
| LifeWealth Investments, LLC | $264.6K | 11,300 | 0.07% | 2q | +14.5%+$33.6K |
| Blueprint Investment Partners LLC | $249.5K | 10,655 | 0.02% | new | NEW |
| Mariner, LLC | $218.7K | 9,339 | 0.00% | new | NEW |
| Sowell Financial Services LLC | $202.3K | 8,640 | 0.01% | new | NEW |
| Golden State Wealth Management, LLC | $195.9K | 8,366 | 0.02% | 5q | +63.8%+$76.3K |
| NewEdge Advisors, LLC | $194.2K | 8,291 | 0.00% | 8q | +18.7%+$30.7K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $192.6K | 8,224 | 0.08% | new | NEW |
| Farther Finance Advisors, LLC | $177.5K | 7,581 | 0.00% | 8q | -30.9%-$79.5K |
| EP Wealth Advisors, LLC | $159.3K | 6,800 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $140.5K | 6,000 | 0.00% | 5q | HELD |
| POM Investment Strategies, LLC | $104.3K | 4,454 | 0.12% | 6q | -57.1%-$139.1K |
| HOLLENCREST CAPITAL MANAGEMENT | $48.9K | 2,090 | 0.00% | 3q | HELD |
| Buck Wealth Strategies, LLC | $37.9K | 1,620 | 0.00% | new | NEW |
| Montgomery Financial Services LLC | $37.5K | 1,603 | 0.03% | new | FIRST |
| Regatta Research & Money Management | $25.0K | 1,068 | 0.02% | new | FIRST |
| WELLS FARGO & COMPANY/MN | $16.6K | 710 | 0.00% | 8q | +70900.0%+$16.6K |
| Asset Planning,Inc | $14.2K | 608 | 0.01% | new | NEW |
| IFG Advisory, LLC | $12.2K | 519 | 0.00% | new | NEW |
| BFC Planning, Inc. | $10.5K | 448 | 0.00% | 6q | +1.6% |
| HARBOUR INVESTMENTS, INC. | $8.0K | 341 | 0.00% | 7q | +140.1%+$4.7K |
| Ameritas Advisory Services, LLC | $7.5K | 321 | 0.00% | new | NEW |
| MORGAN STANLEY | $5.9K | 251 | 0.00% | 7q | HELD |
| VANGUARD ADVISERS INC | $2.3K | 98 | 0.00% | new | NEW |
Showing the largest 100 of 103 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 46 | $102.0M | 4,420,274 | 8 | 17 | 15 | 0.0% |
| Q2 2026 | 103 | $249.4M | 10,662,437 | 23 | 48 | 23 | 0.0% |
| Q1 2026 | 89 | $227.3M | 9,670,535 | 13 | 38 | 26 | 0.0% |
| Q4 2025 | 88 | $169.4M | 7,146,976 | 21 | 38 | 20 | 0.0% |
| Q3 2025 | 73 | $162.2M | 6,799,598 | 8 | 28 | 29 | 0.0% |
| Q2 2025 | 82 | $175.4M | 7,406,225 | 19 | 38 | 18 | 0.0% |
| Q1 2025 | 79 | $175.6M | 7,126,513 | 41 | 26 | 7 | 0.0% |
| Q4 2024 | 49 | $194.6M | 7,928,163 | 13 | 12 | 15 | 0.0% |
| Q3 2024 | 32 | $156.3M | 6,358,252 | 10 | 12 | 5 | 0.0% |
| Q2 2024 | 22 | $111.8M | 4,541,868 | 11 | 4 | 6 | 0.0% |
| Q1 2024 | 14 | $101.3M | 4,039,970 | 8 | 5 | 1 | 0.0% |
| Q4 2023 | 7 | $37.0M | 1,480,946 | 3 | 3 | 1 | 0.0% |
| Q3 2023 | 6 | $9.8M | 389,933 | 2 | 1 | 2 | 0.0% |
| Q2 2023 | 5 | $11.3M | 451,872 | 1 | 2 | 1 | 0.0% |
| Q1 2023 | 6 | $9.7M | 388,316 | 4 | 1 | 1 | 0.0% |
| Q4 2022 | 5 | $1.5M | 58,569 | 5 | 0 | 0 | 0.0% |