BUCK Institutional Ownership & Shareholders
SIMPLIFY STABLE INCOME ETF (BUCK) is currently held by 104 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $219.19M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Simplify Asset Management Inc. is currently the largest disclosed institutional shareholder of BUCK tracked by InsiderSet, reporting ownership valued at approximately $22.50M in its September 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 $22.43M, representing an estimated loss of -0.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% 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
104
Total Reported Value
$219.19M
Largest Holder
Simplify Asset Management Inc.
Largest Position
$22.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
121
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. | 0.38% | 975,000 | $22,503,000 | $22,425,000 | -$78,000 | -0.35% | |
| Lpl Financial Llc | 0.00% | 925,508 | $21,675,387 | $21,286,684 | -$388,703 | -1.79% | |
| Principal Securities, Inc. | 0.17% | 608,397 | $14,248,655 | $13,993,131 | -$255,524 | -1.79% | |
| Elevated Capital Advisors, Llc | 3.20% | 497,573 | $11,653,154 | $11,444,179 | -$208,975 | -1.79% | |
| Captrust Financial Advisors | 0.02% | 446,645 | $10,460,426 | $10,272,835 | -$187,591 | -1.79% | |
| Wt Wealth Management | 2.24% | 346,733 | $8,002,599 | $7,974,859 | -$27,740 | -0.35% | |
| Rivertree Advisors, Llc | 4.51% | 327,984 | $7,569,871 | $7,543,632 | -$26,239 | -0.35% | |
| Envestnet Asset Management Inc | 0.00% | 319,302 | $7,478,064 | $7,343,946 | -$134,118 | -1.79% | |
| Orion Porfolio Solutions, Llc | 0.05% | 257,395 | $6,028,184 | $5,920,085 | -$108,099 | -1.79% | |
| Key Capital Management, Inc | 2.93% | 243,255 | $5,697,032 | $5,594,865 | -$102,167 | -1.79% | |
| Owen Larue, Llc | 1.86% | 228,395 | $5,349,021 | $5,253,085 | -$95,936 | -1.79% | |
| Lane Brothers & Co Inc | 5.08% | 218,102 | $5,033,794 | $5,016,346 | -$17,448 | -0.35% | |
| Fiduciary Alliance Llc | 0.31% | 177,796 | $4,103,607 | $4,089,308 | -$14,299 | -0.35% | |
| Encompass More Asset Management | 0.57% | 175,507 | $4,050,708 | $4,036,661 | -$14,047 | -0.35% | |
| Howard Bailey Securities, Llc | 1.48% | 166,059 | $3,832,641 | $3,819,357 | -$13,284 | -0.35% | |
| Steelpeak Wealth, Llc | 0.10% | 165,852 | $3,827,867 | $3,814,596 | -$13,271 | -0.35% | |
| Fifth Third Securities, Inc. | 0.19% | 161,446 | $3,726,174 | $3,713,258 | -$12,916 | -0.35% | |
| B.O.S.S. Retirement Advisors, Llc | 0.93% | 139,775 | $3,226,014 | $3,214,825 | -$11,189 | -0.35% | |
| Fsa Advisors, Inc. | 1.45% | 135,402 | $3,171,120 | $3,114,246 | -$56,874 | -1.79% | |
| Impact Partnership Wealth, Llc | 0.30% | 130,452 | $3,055,175 | $3,000,396 | -$54,779 | -1.79% | |
| Park Edge Advisors, Llc | 0.60% | 122,575 | $2,829,031 | $2,819,225 | -$9,806 | -0.35% | |
| Miller Global Investments, Llc | 2.12% | 114,097 | $2,633,359 | $2,624,231 | -$9,128 | -0.35% | |
| Beese Fulmer Investment Management, Inc. | 0.12% | 94,290 | $2,176,217 | $2,168,670 | -$7,547 | -0.35% | |
| Creativeone Wealth, Llc | 0.05% | 91,008 | $2,131,413 | $2,093,184 | -$38,229 | -1.79% | |
| Reyes Financial Architecture, Inc. | 1.25% | 87,585 | $2,021,452 | $2,014,455 | -$6,997 | -0.35% | |
| Integrated Advisors Network Llc | 0.09% | 87,573 | $2,021,197 | $2,014,179 | -$7,018 | -0.35% | |
| Patten Group, Inc. | 0.31% | 86,592 | $1,998,543 | $1,991,616 | -$6,927 | -0.35% | |
| Authentikos Wealth Advisory, Llc | 1.26% | 84,383 | $1,976,255 | $1,940,809 | -$35,446 | -1.79% | |
| Osaic Holdings, Inc. | 0.00% | 84,071 | $1,968,929 | $1,933,633 | -$35,296 | -1.79% | |
| Commonwealth Equity Services, Llc | 0.00% | 83,593 | $1,929,320 | $1,922,639 | -$6,681 | -0.35% | |
| Smart Wealth Llc | 0.41% | 80,602 | $1,887,693 | $1,853,846 | -$33,847 | -1.79% | |
| Winnow Wealth Llc | 1.22% | 80,069 | $1,847,988 | $1,841,587 | -$6,401 | -0.35% | |
| Blackston Financial Advisory Group, Llc | 0.97% | 73,343 | $1,717,697 | $1,686,889 | -$30,808 | -1.79% | |
| Sowell Financial Services Llc | 0.05% | 70,716 | $1,632,125 | $1,626,468 | -$5,657 | -0.35% | |
| Mosley Wealth Management | 0.47% | 70,105 | $1,615,921 | $1,612,415 | -$3,506 | -0.22% | |
| Wcg Wealth Advisors Llc | 0.04% | 67,104 | $1,571,575 | $1,543,392 | -$28,183 | -1.79% | |
| Alpine Bank Wealth Management | 0.20% | 67,544 | $1,558,916 | $1,553,512 | -$5,404 | -0.35% | |
| Janney Montgomery Scott Llc | 0.00% | 61,250 | $1,434,000 | $1,408,750 | -$25,250 | -1.76% | |
| Cambridge Advisors Inc. | 0.23% | 57,407 | $1,324,961 | $1,320,361 | -$4,600 | -0.35% | |
| Gk Wealth Management Llc | 0.73% | 56,116 | $1,295,165 | $1,290,668 | -$4,497 | -0.35% | |
| Networth Advisors, Llc | 0.72% | 52,584 | $1,231,510 | $1,209,432 | -$22,078 | -1.79% | |
| Independent Advisor Alliance | 0.03% | 50,525 | $1,183,296 | $1,162,075 | -$21,221 | -1.79% | |
| Beacon Capital Management, Llc | 0.15% | 45,579 | $1,051,962 | $1,048,317 | -$3,645 | -0.35% | |
| Moors & Cabot, Inc. | 0.04% | 43,411 | $1,016,696 | $998,453 | -$18,243 | -1.79% | |
| Brookwood Investment Group Llc | 0.12% | 43,370 | $1,015,725 | $997,510 | -$18,215 | -1.79% | |
| Redhawk Wealth Advisors, Inc. | 0.10% | 43,734 | $1,009,376 | $1,005,882 | -$3,494 | -0.35% | |
| Dynamic Advisor Solutions Llc | 0.03% | 41,611 | $960,387 | $957,053 | -$3,334 | -0.35% | |
| Soltis Investment Advisors Llc | 0.04% | 41,396 | $955,413 | $952,108 | -$3,305 | -0.35% | |
| Arax Advisory Partners | 0.01% | 39,021 | $913,876 | $897,483 | -$16,393 | -1.79% | |
| Compass Capital Corp | 0.29% | 38,037 | $889,685 | $874,851 | -$14,834 | -1.67% |
Frequently asked questions about BUCK
Who are the largest institutional holders of BUCK?
The largest institutional holders of BUCK reported in the latest SEC Form 13F filings include Simplify Asset Management Inc., Lpl Financial Llc, Principal Securities, Inc., Elevated Capital Advisors, Llc, and Captrust Financial Advisors. InsiderSet ranks institutional holders by their latest reported BUCK position.
What is BUCK institutional ownership?
This page tracks BUCK positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY STABLE INCOME ETF (BUCK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BUCK?
InsiderSet currently tracks 104 institutional managers reporting BUCK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BUCK shareholders.
How much BUCK stock do institutions own?
Institutional investment managers disclosed approximately $219.19M in BUCK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BUCK institutional ownership last updated?
The latest BUCK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BUCK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BUCK position after the reporting date.
Are institutions buying or selling BUCK?
Institutional buying and selling can be analyzed by comparing BUCK positions across consecutive 13F reporting periods. InsiderSet's BUCK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BUCK ownership changes.
How has BUCK institutional ownership changed over time?
InsiderSet tracks BUCK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.