SIMPLIFY STABLE INCOME ETF (BUCK) Institutional Ownership Changes & 13F Activity
SIMPLIFY STABLE INCOME ETF (BUCK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Captrust Financial Advisors, Orion Porfolio Solutions, Llc, Bank Of America Corp, Creativeone Wealth, Llc, and Resurgent Financial Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -1,189 | -3.4% | 33,315 | $780.24K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +12,582 | — | 12,582 | $294.67K | Q2 2026 | Sep 02, 2026 |
| Fsa Advisors, Inc. | Buy | +15,391 | +12.8% | 135,402 | $3.17M | Q2 2026 | Aug 17, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +42,598 | +19.8% | 257,395 | $6.03M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +31,936 | — | 31,936 | $747.94K | Q2 2026 | Aug 14, 2026 |
| Resurgent Financial Advisors Llc | Buy | +19,195 | — | 19,195 | $449.55K | Q2 2026 | Aug 14, 2026 |
| Caerus Investment Advisors, Llc | Buy | +16,456 | — | 16,456 | $385.40K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +15,149 | — | 15,149 | $354.79K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -14,306 | -47.3% | 15,932 | $373.13K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +14,244 | +20.4% | 84,071 | $1.97M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +10,727 | +204.6% | 15,969 | $374.00K | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -5,509 | -7.6% | 67,104 | $1.57M | Q2 2026 | Aug 14, 2026 |
| Nfsg Corp | Buy | +5,061 | +21.7% | 28,419 | $665.57K | Q2 2026 | Aug 14, 2026 |
| Blackston Financial Advisory Group, Llc | Buy | +4,851 | +7.1% | 73,343 | $1.72M | Q2 2026 | Aug 14, 2026 |
| Authentikos Wealth Advisory, Llc | Sell | -4,195 | -4.7% | 84,383 | $1.98M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +709 | +70900.0% | 710 | $16.64K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +519 | — | 519 | $12.16K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +321 | — | 321 | $7.52K | Q2 2026 | Aug 14, 2026 |
| Captrust Financial Advisors | Buy | +306,728 | +219.2% | 446,645 | $10.46M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +28,152 | +44.8% | 91,008 | $2.13M | Q2 2026 | Aug 13, 2026 |
| Compass Capital Corp | Sell | -15,011 | -28.3% | 38,037 | $889.68K | Q2 2026 | Aug 13, 2026 |
| Gfs Advisors, Llc | Buy | +11,470 | — | 11,470 | $23.65K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +9,339 | — | 9,339 | $218.72K | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Managment, Llc/Id | Buy | +7,498 | +30.4% | 32,164 | $753.28K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -1,816 | -6.0% | 28,220 | $660.91K | Q2 2026 | Aug 13, 2026 |
| Vanguard Advisers Inc | Buy | +98 | — | 98 | $2.29K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -1 | -0.4% | 251 | $5.89K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +8,291 | — | 8,291 | $194.17K | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +6,800 | — | 6,800 | $159.26K | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | Sell | -6,400 | -11.2% | 50,525 | $1.18M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about BUCK activity
Which institutional owners are buying BUCK?
Institutional owners buying BUCK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BUCK activity?
"Buy" means an investor increased their reported position in BUCK compared to the prior reporting period. This reflects growing exposure to SIMPLIFY STABLE INCOME ETF (BUCK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BUCK increasing?
Institutional interest in BUCK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.