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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-1,189-3.4%33,315$780.24KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+12,58212,582$294.67KQ2 2026Sep 02, 2026
Fsa Advisors, Inc.Buy+15,391+12.8%135,402$3.17MQ2 2026Aug 17, 2026
Orion Porfolio Solutions, LlcBuy+42,598+19.8%257,395$6.03MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+31,93631,936$747.94KQ2 2026Aug 14, 2026
Resurgent Financial Advisors LlcBuy+19,19519,195$449.55KQ2 2026Aug 14, 2026
Caerus Investment Advisors, LlcBuy+16,45616,456$385.40KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+15,14915,149$354.79KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-14,306-47.3%15,932$373.13KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+14,244+20.4%84,071$1.97MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+10,727+204.6%15,969$374.00KQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-5,509-7.6%67,104$1.57MQ2 2026Aug 14, 2026
Nfsg CorpBuy+5,061+21.7%28,419$665.57KQ2 2026Aug 14, 2026
Blackston Financial Advisory Group, LlcBuy+4,851+7.1%73,343$1.72MQ2 2026Aug 14, 2026
Authentikos Wealth Advisory, LlcSell-4,195-4.7%84,383$1.98MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+709+70900.0%710$16.64KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+519519$12.16KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+321321$7.52KQ2 2026Aug 14, 2026
Captrust Financial AdvisorsBuy+306,728+219.2%446,645$10.46MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+28,152+44.8%91,008$2.13MQ2 2026Aug 13, 2026
Compass Capital CorpSell-15,011-28.3%38,037$889.68KQ2 2026Aug 13, 2026
Gfs Advisors, LlcBuy+11,47011,470$23.65KQ2 2026Aug 13, 2026
Mariner, LlcBuy+9,3399,339$218.72KQ2 2026Aug 13, 2026
Legacy Wealth Managment, Llc/IdBuy+7,498+30.4%32,164$753.28KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-1,816-6.0%28,220$660.91KQ2 2026Aug 13, 2026
Vanguard Advisers IncBuy+9898$2.29KQ2 2026Aug 13, 2026
Morgan StanleySell-1-0.4%251$5.89KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+8,2918,291$194.17KQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+6,8006,800$159.26KQ2 2026Aug 12, 2026
Independent Advisor AllianceSell-6,400-11.2%50,525$1.18MQ2 2026Aug 12, 2026
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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.