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

SIMPLIFY EXCHANGE TRADED FUN

114 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 82889N640·114 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$196M
visible holders
Holders
114
filers reporting
Concentration
20.28%
Simplify Asset Management Inc. #1
top holder share
AI Holders Summary · Q2 2026

114 institutions reported BUCK in Q2 2026. Simplify Asset Management Inc. leads at 20.3% 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
WT Wealth Management
CIK 0001780507
$8M347K2.24%Q3 202608
RiverTree Advisors, LLC
CIK 0001872501
$8M328K4.51%Q3 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M319K0.00%Q2 202610
WEDBUSH SECURITIES INC
CIK 0001142495
$7M298K0.20%Q1 202611
Orion Porfolio Solutions, LLC
CIK 0001360533
$6M257K0.05%Q2 202612
Key Capital Management, INC
CIK 0002107249
$6M243K2.93%Q2 202613
Owen LaRue, LLC
CIK 0001965328
$5M228K1.86%Q2 202614
Fiduciary Alliance LLC
CIK 0001954805
$4M178K0.31%Q3 202615
LANE BROTHERS & CO INC
CIK 0001177416
$4M175K2.68%Q2 202616
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$4M175K1.53%Q2 202617
Encompass More Asset Management
CIK 0002011218
$4M176K0.57%Q3 202618
SteelPeak Wealth, LLC
CIK 0001801868
$4M166K0.09%Q3 202619
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$4M161K0.19%Q3 202620
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$3M146K0.92%Q2 2026
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