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 $225.05M 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 $39.68M, representing an estimated loss of -0.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed BUCK value among the investors covered in this analysis. Major shareholders include Simplify Asset Management Inc., Ae Wealth Management Llc, Lpl Financial Llc, 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
85
Total Reported Value
$225.05M
Largest Holder
Simplify Asset Management Inc.
Largest Position
$39.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
104
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 | $39,678,000 | -$136,000 | -0.34% | |
| Ae Wealth Management Llc | 0.13% | 1,005,237 | $23,628,102 | $23,462,232 | -$165,870 | -0.70% | |
| Lpl Financial Llc | 0.01% | 825,521 | $19,403,859 | $19,267,660 | -$136,199 | -0.70% | |
| Envestnet Asset Management Inc | 0.00% | 574,740 | $13,509,258 | $13,414,432 | -$94,826 | -0.70% | |
| Elevated Capital Advisors, Llc | 2.61% | 441,417 | $10,375,496 | $10,302,673 | -$72,823 | -0.70% | |
| Principal Securities, Inc. | 0.14% | 411,536 | $9,673,146 | $9,605,250 | -$67,896 | -0.70% | |
| Rivertree Advisors, Llc | 4.66% | 336,734 | $7,886,310 | $7,859,372 | -$26,938 | -0.34% | |
| Vanweelden Wealth Management, Llc | 5.70% | 304,046 | $7,146,602 | $7,096,434 | -$50,168 | -0.70% | |
| Key Capital Management, Inc | 2.93% | 243,255 | $5,697,032 | $5,677,572 | -$19,460 | -0.34% | |
| Owen Larue, Llc | 1.86% | 228,395 | $5,349,021 | $5,330,739 | -$18,282 | -0.34% | |
| Orion Porfolio Solutions, Llc | 0.04% | 214,797 | $5,048,816 | $5,013,362 | -$35,454 | -0.70% | |
| Howard Bailey Securities, Llc | 1.67% | 173,204 | $4,071,170 | $4,042,581 | -$28,589 | -0.70% | |
| B.O.S.S. Retirement Advisors, Llc | 0.92% | 145,512 | $3,407,884 | $3,396,250 | -$11,634 | -0.34% | |
| Park Edge Advisors, Llc | 0.71% | 142,406 | $3,335,149 | $3,323,756 | -$11,393 | -0.34% | |
| Captrust Financial Advisors | 0.01% | 139,917 | $3,288,749 | $3,265,663 | -$23,086 | -0.70% | |
| Fiduciary Alliance Llc | 0.21% | 135,512 | $3,173,691 | $3,162,850 | -$10,841 | -0.34% | |
| Impact Partnership Wealth, Llc | 0.30% | 130,452 | $3,055,175 | $3,044,750 | -$10,425 | -0.34% | |
| Steelpeak Wealth, Llc | 0.08% | 123,900 | $2,901,736 | $2,891,826 | -$9,910 | -0.34% | |
| Encompass More Asset Management | 0.42% | 122,659 | $2,872,677 | $2,862,861 | -$9,816 | -0.34% | |
| Fsa Advisors, Inc. | 1.86% | 120,011 | $2,820,860 | $2,801,057 | -$19,803 | -0.70% | |
| Authentikos Wealth Advisory, Llc | 1.41% | 88,578 | $2,082,029 | $2,067,411 | -$14,618 | -0.70% | |
| Reyes Financial Architecture, Inc. | 1.15% | 87,750 | $2,055,095 | $2,048,085 | -$7,010 | -0.34% | |
| Smart Wealth Llc | 0.59% | 86,417 | $2,031,234 | $2,016,973 | -$14,261 | -0.70% | |
| Gk Wealth Management Llc | 1.13% | 79,699 | $1,866,543 | $1,860,175 | -$6,368 | -0.34% | |
| Beacon Capital Management, Llc | 0.25% | 73,671 | $1,725,371 | $1,719,481 | -$5,890 | -0.34% | |
| Wcg Wealth Advisors Llc | 0.05% | 72,613 | $1,706,774 | $1,694,787 | -$11,987 | -0.70% | |
| Osaic Holdings, Inc. | 0.00% | 69,827 | $1,641,422 | $1,629,762 | -$11,660 | -0.71% | |
| Blackston Financial Advisory Group, Llc | 1.01% | 68,492 | $1,609,895 | $1,598,603 | -$11,292 | -0.70% | |
| Lane Brothers & Co Inc | 1.15% | 67,154 | $1,578,455 | $1,567,374 | -$11,081 | -0.70% | |
| Creativeone Wealth, Llc | 0.03% | 62,856 | $1,477,437 | $1,467,059 | -$10,378 | -0.70% | |
| Commonwealth Equity Services, Llc | 0.00% | 61,438 | $1,438,870 | $1,433,963 | -$4,907 | -0.34% | |
| Alpine Bank Wealth Management | 0.20% | 58,278 | $1,369,824 | $1,360,209 | -$9,615 | -0.70% | |
| Beese Fulmer Investment Management, Inc. | 0.08% | 58,076 | $1,360,148 | $1,355,494 | -$4,654 | -0.34% | |
| Independent Advisor Alliance | 0.01% | 56,925 | $1,338,023 | $1,328,630 | -$9,394 | -0.70% | |
| Cambridge Advisors Inc. | 0.22% | 53,854 | $1,261,265 | $1,256,952 | -$4,313 | -0.34% | |
| Compass Capital Corp | 0.45% | 53,048 | $1,247,424 | $1,238,140 | -$9,284 | -0.74% | |
| Networth Advisors, Llc | 0.72% | 52,584 | $1,231,510 | $1,227,311 | -$4,199 | -0.34% | |
| Mosley Wealth Management | 0.35% | 47,333 | $1,108,536 | $1,104,752 | -$3,784 | -0.34% | |
| Redhawk Wealth Advisors, Inc. | 0.10% | 43,764 | $1,024,951 | $1,021,452 | -$3,499 | -0.34% | |
| Brookwood Investment Group Llc | 0.12% | 43,370 | $1,015,725 | $1,012,256 | -$3,469 | -0.34% | |
| Integrated Advisors Network Llc | 0.05% | 42,829 | $1,006,688 | $999,629 | -$7,059 | -0.70% | |
| Soltis Investment Advisors Llc | 0.06% | 41,332 | $967,995 | $964,689 | -$3,306 | -0.34% | |
| Advisory Services Network, Llc | 0.01% | 38,848 | $913,132 | $906,712 | -$6,420 | -0.70% | |
| Kestra Advisory Services, Llc | 0.00% | 38,229 | $895,316 | $892,265 | -$3,051 | -0.34% | |
| Moors & Cabot, Inc. | 0.04% | 37,201 | $874,400 | $868,271 | -$6,129 | -0.70% | |
| Dynamic Advisor Solutions Llc | 0.02% | 36,197 | $847,729 | $844,838 | -$2,891 | -0.34% | |
| Winnow Wealth Llc | 0.57% | 35,506 | $831,551 | $828,710 | -$2,841 | -0.34% | |
| Integrated Wealth Concepts Llc | 0.01% | 34,504 | $811,016 | $805,323 | -$5,693 | -0.70% | |
| Andina Capital Management, Llc | 0.69% | 33,225 | $780,954 | $775,472 | -$5,483 | -0.70% | |
| Tme Financial, Inc. | 0.47% | 32,732 | $766,581 | $763,965 | -$2,616 | -0.34% |
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.