SIMPLIFY STABLE INCOME ETF (BUCK) Institutional Shareholders
SIMPLIFY STABLE INCOME ETF (BUCK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $223.18M in BUCK holdings during the latest filing period.
Simplify Asset Management Inc. is currently the largest disclosed institutional shareholder of BUCK tracked by InsiderSet, reporting ownership valued at approximately $39.81M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $39.70M, representing an estimated loss of -0.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed BUCK value among the investors covered in this analysis. Major shareholders include Simplify Asset Management Inc., Lpl Financial Llc, Principal Securities, Inc., and several other long-term asset managers with concentrated positions in SIMPLIFY STABLE INCOME ETF (BUCK).
This page ranks the largest institutional BUCK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
97
Total Reported Value
$223.18M
Largest Holder
Simplify Asset Management Inc.
Largest Position
$39.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Simplify Asset Management Inc. | 0.56% | 1,700,000 | $39,814,000 | $39,695,000 | -$119,000 | -0.30% | |
| Lpl Financial Llc | 0.00% | 925,508 | $21,675,387 | $21,610,612 | -$64,775 | -0.30% | |
| Principal Securities, Inc. | 0.17% | 608,397 | $14,248,655 | $14,206,070 | -$42,585 | -0.30% | |
| Elevated Capital Advisors, Llc | 3.20% | 497,573 | $11,653,154 | $11,618,330 | -$34,824 | -0.30% | |
| Captrust Financial Advisors | 0.02% | 446,645 | $10,460,426 | $10,429,161 | -$31,265 | -0.30% | |
| Wedbush Securities Inc | 0.23% | 380,116 | $8,902,000 | $8,875,709 | -$26,291 | -0.30% | |
| Rivertree Advisors, Llc | 4.66% | 336,734 | $7,886,310 | $7,862,739 | -$23,571 | -0.30% | |
| Envestnet Asset Management Inc | 0.00% | 319,302 | $7,478,064 | $7,455,702 | -$22,362 | -0.30% | |
| Orion Porfolio Solutions, Llc | 0.05% | 257,395 | $6,028,184 | $6,010,173 | -$18,011 | -0.30% | |
| Key Capital Management, Inc | 2.93% | 243,255 | $5,697,032 | $5,680,004 | -$17,028 | -0.30% | |
| Owen Larue, Llc | 1.86% | 228,395 | $5,349,021 | $5,333,023 | -$15,998 | -0.30% | |
| Lane Brothers & Co Inc | 2.68% | 175,178 | $4,102,669 | $4,090,406 | -$12,263 | -0.30% | |
| Howard Bailey Securities, Llc | 1.53% | 174,639 | $4,090,039 | $4,077,821 | -$12,218 | -0.30% | |
| B.O.S.S. Retirement Advisors, Llc | 0.92% | 145,512 | $3,407,884 | $3,397,705 | -$10,179 | -0.30% | |
| Park Edge Advisors, Llc | 0.71% | 142,406 | $3,335,149 | $3,325,180 | -$9,969 | -0.30% | |
| Fiduciary Alliance Llc | 0.21% | 135,512 | $3,173,691 | $3,164,205 | -$9,486 | -0.30% | |
| Fsa Advisors, Inc. | 1.45% | 135,402 | $3,171,120 | $3,161,637 | -$9,483 | -0.30% | |
| Impact Partnership Wealth, Llc | 0.30% | 130,452 | $3,055,175 | $3,046,054 | -$9,121 | -0.30% | |
| Steelpeak Wealth, Llc | 0.08% | 123,900 | $2,901,736 | $2,893,065 | -$8,671 | -0.30% | |
| Encompass More Asset Management | 0.42% | 122,659 | $2,872,677 | $2,864,088 | -$8,589 | -0.30% | |
| Creativeone Wealth, Llc | 0.05% | 91,008 | $2,131,413 | $2,125,037 | -$6,376 | -0.30% | |
| Reyes Financial Architecture, Inc. | 1.15% | 87,750 | $2,055,095 | $2,048,963 | -$6,132 | -0.30% | |
| Authentikos Wealth Advisory, Llc | 1.26% | 84,383 | $1,976,255 | $1,970,343 | -$5,912 | -0.30% | |
| Osaic Holdings, Inc. | 0.00% | 84,071 | $1,968,929 | $1,963,058 | -$5,871 | -0.30% | |
| Smart Wealth Llc | 0.41% | 80,602 | $1,887,693 | $1,882,057 | -$5,636 | -0.30% | |
| Gk Wealth Management Llc | 1.13% | 79,699 | $1,866,543 | $1,860,972 | -$5,571 | -0.30% | |
| Beacon Capital Management, Llc | 0.25% | 73,671 | $1,725,371 | $1,720,218 | -$5,153 | -0.30% | |
| Blackston Financial Advisory Group, Llc | 0.97% | 73,343 | $1,717,697 | $1,712,559 | -$5,138 | -0.30% | |
| Alpine Bank Wealth Management | 0.20% | 67,324 | $1,576,728 | $1,572,015 | -$4,713 | -0.30% | |
| Wcg Wealth Advisors Llc | 0.04% | 67,104 | $1,571,575 | $1,566,878 | -$4,697 | -0.30% | |
| Integrated Advisors Network Llc | 0.07% | 64,012 | $1,499,151 | $1,494,680 | -$4,471 | -0.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 61,438 | $1,438,870 | $1,434,577 | -$4,293 | -0.30% | |
| Janney Montgomery Scott Llc | 0.00% | 61,250 | $1,434,000 | $1,430,188 | -$3,813 | -0.27% | |
| Beese Fulmer Investment Management, Inc. | 0.08% | 58,076 | $1,360,148 | $1,356,075 | -$4,073 | -0.30% | |
| Patten Group, Inc. | 0.20% | 54,276 | $1,271,144 | $1,267,345 | -$3,799 | -0.30% | |
| Cambridge Advisors Inc. | 0.22% | 53,854 | $1,261,265 | $1,257,491 | -$3,774 | -0.30% | |
| Networth Advisors, Llc | 0.72% | 52,584 | $1,231,510 | $1,227,836 | -$3,674 | -0.30% | |
| Independent Advisor Alliance | 0.03% | 50,525 | $1,183,296 | $1,179,759 | -$3,537 | -0.30% | |
| Mosley Wealth Management | 0.35% | 47,333 | $1,108,536 | $1,105,226 | -$3,310 | -0.30% | |
| Redhawk Wealth Advisors, Inc. | 0.10% | 43,764 | $1,024,951 | $1,021,889 | -$3,062 | -0.30% | |
| Moors & Cabot, Inc. | 0.04% | 43,411 | $1,016,696 | $1,013,647 | -$3,049 | -0.30% | |
| Brookwood Investment Group Llc | 0.12% | 43,370 | $1,015,725 | $1,012,690 | -$3,035 | -0.30% | |
| Soltis Investment Advisors Llc | 0.06% | 41,332 | $967,995 | $965,102 | -$2,893 | -0.30% | |
| Arax Advisory Partners | 0.01% | 39,021 | $913,876 | $911,140 | -$2,736 | -0.30% | |
| Kestra Advisory Services, Llc | 0.00% | 38,229 | $895,316 | $892,647 | -$2,669 | -0.30% | |
| Compass Capital Corp | 0.29% | 38,037 | $889,685 | $888,164 | -$1,521 | -0.17% | |
| Advisory Services Network, Llc | 0.01% | 36,248 | $848,938 | $846,391 | -$2,547 | -0.30% | |
| Dynamic Advisor Solutions Llc | 0.02% | 36,197 | $847,729 | $845,200 | -$2,529 | -0.30% | |
| Winnow Wealth Llc | 0.57% | 35,506 | $831,551 | $829,065 | -$2,486 | -0.30% | |
| Integrated Wealth Concepts Llc | 0.01% | 33,315 | $780,239 | $777,905 | -$2,334 | -0.30% |
Frequently asked questions about BUCK
Who owns the most BUCK stock?
The largest holders of BUCK are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SIMPLIFY STABLE INCOME ETF (BUCK).
Is BUCK widely held by superinvestors?
Many widely followed stocks like BUCK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BUCK is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.