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

SIMPLIFY EXCHANGE TRADED FUN

107 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 82889N640·107 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$189M
visible holders
Holders
107
filers reporting
Concentration
21.03%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

107 institutions reported BUCK in Q2 2026. Simplify Asset Management Inc. leads at 21.0% 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
$24M1.0M0.11%Q2 202603
LPL Financial LLC
CIK 0001403438
$22M926K0.00%Q2 202604
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$14M608K0.17%Q2 202605
Elevated Capital Advisors, LLC
CIK 0001802387
$12M498K3.20%Q2 202606
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$10M447K0.02%Q2 202607
RiverTree Advisors, LLC
CIK 0001872501
$8M337K4.66%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M319K0.00%Q2 202609
WEDBUSH SECURITIES INC
CIK 0001142495
$7M298K0.20%Q1 202610
Orion Porfolio Solutions, LLC
CIK 0001360533
$6M257K0.05%Q2 202611
Key Capital Management, INC
CIK 0002107249
$6M243K2.93%Q2 202612
Owen LaRue, LLC
CIK 0001965328
$5M228K1.86%Q2 202613
LANE BROTHERS & CO INC
CIK 0001177416
$4M175K2.68%Q2 202614
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$4M175K1.53%Q2 202615
Orion Portfolio Solutions, LLC
CIK 0001802647
$4M148K0.02%Q1 202516
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$3M146K0.92%Q2 202617
Park Edge Advisors, LLC
CIK 0001965659
$3M142K0.70%Q2 202618
Fiduciary Alliance LLC
CIK 0001954805
$3M136K0.21%Q2 202619
FSA Advisors, Inc.
CIK 0001905627
$3M135K1.45%Q2 202620
Impact Partnership Wealth, LLC
CIK 0001984555
$3M130K0.30%Q2 2026
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