Who Owns SIMPLIFY (BUCK)? -- Institutional Holders (2026-03-31)

99 institutions reported holding $226.1M of SIMPLIFY (BUCK) in SEC 13F filings for 2026-03-31. Largest institutional holders: Simplify Asset Management Inc. ($40.0M), AE Wealth Management LLC ($23.6M), LPL Financial LLC ($19.4M), ENVESTNET ASSET MANAGEMENT INC ($13.5M), Elevated Capital Advisors, LLC ($10.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Simplify Asset Management Inc.$40.0M1.7MNew
2AE Wealth Management LLC$23.6M1.0MTrimmed
3LPL Financial LLC$19.4M825,521Added
4ENVESTNET ASSET MANAGEMENT INC$13.5M574,740Added
5Elevated Capital Advisors, LLC$10.4M441,417Trimmed
6PRINCIPAL SECURITIES, INC.$9.7M411,536Added
7RiverTree Advisors, LLC$7.3M311,262Trimmed
8VanWeelden Wealth Management, LLC$7.1M304,046New
9WEDBUSH SECURITIES INC$7.0M297,732Added
10Owen LaRue, LLC$6.0M256,075Added
11Key Capital Management, INC$5.3M226,781Added
12Orion Porfolio Solutions, LLC$5.0M214,797Added
13HOWARD BAILEY SECURITIES, LLC$4.1M173,204Added
14Park Edge Advisors, LLC$3.3M140,046Trimmed
15CAPTRUST FINANCIAL ADVISORS$3.3M139,917Added
16B.O.S.S. Retirement Advisors, LLC$3.2M135,332Added
17FSA Advisors, Inc.$2.8M120,011Trimmed
18Fiduciary Alliance LLC$2.8M118,006New
19Encompass More Asset Management$2.8M117,407Added
20Beacon Capital Management, LLC$2.4M100,518Trimmed
21Impact Partnership Wealth, LLC$2.4M100,402Added
22Authentikos Wealth Advisory, LLC$2.1M88,578Trimmed
23Reyes Financial Architecture, Inc.$2.1M87,980Added
24SMART Wealth LLC$2.0M86,417New
25WCG Wealth Advisors LLC$1.7M72,613Trimmed

Source: SEC Form 13F filings · as of 2026-03-31