13F Insight
DOSSIER · 13F Holders · Q2 2026
BUCK

SIMPLIFY EXCHANGE TRADED FUN

91 institutions still hold SIMPLIFY EXCHANGE TRADED FUN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82889N640·91 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$181M
visible holders
Holders
91
filers reporting
Concentration
22.01%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

91 institutions reported BUCK in Q2 2026. Simplify Asset Management Inc. leads at 22.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Simplify Asset Management Inc.
CIK 0001846368
$40M1.7M0.55%Q2 202602
AE Wealth Management LLC
CIK 0001697723
$24M1.0M0.13%Q1 202603
LPL Financial LLC
CIK 0001403438
$19M826K0.01%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$14M575K0.00%Q1 202605
Elevated Capital Advisors, LLC
CIK 0001802387
$10M441K2.61%Q1 202606
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$10M412K0.14%Q1 202607
RiverTree Advisors, LLC
CIK 0001872501
$8M337K4.66%Q2 202608
VanWeelden Wealth Management, LLC
CIK 0001740451
$7M304K5.70%Q1 202609
WEDBUSH SECURITIES INC
CIK 0001142495
$7M298K0.20%Q1 202610
Owen LaRue, LLC
CIK 0001965328
$5M228K1.86%Q2 202611
Key Capital Management, INC
CIK 0002107249
$5M227K3.52%Q1 202612
Orion Porfolio Solutions, LLC
CIK 0001360533
$5M215K0.04%Q1 202613
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$4M173K1.67%Q1 202614
Orion Portfolio Solutions, LLC
CIK 0001802647
$4M148K0.02%Q1 202515
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$3M146K0.92%Q2 202616
Park Edge Advisors, LLC
CIK 0001965659
$3M142K0.70%Q2 202617
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$3M140K0.01%Q1 202618
Fiduciary Alliance LLC
CIK 0001954805
$3M136K0.21%Q2 202619
SteelPeak Wealth, LLC
CIK 0001801868
$3M124K0.08%Q2 202620
Encompass More Asset Management
CIK 0002011218
$3M123K0.42%Q2 2026
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