SIMPLIFY EXCHANGE TRADED FUN

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BUCK·82889N640·US·ETF

BUCK (SIMPLIFY EXCHANGE TRADED FUN) is held by 24 institutional investors as of Q2 2026. Largest holders: AE Wealth Management LLC ($24M), LPL Financial LLC ($21.7M), CAPTRUST FINANCIAL ADVISORS ($10.5M). Net institutional sentiment: Mixed.

24

Holders

(5 Elite)

$78.6M

Total Value

58% (24)

Consensus

14 buying - 10 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)70

Insider (Form 4)28

Activist (13D/13G)67

Congressional (STOCK Act)33

Holder Quality

14

★★★★★

Elite

32

★★★★

Strong

22

★★★

Solid

60

★★

Below

17

★

Weak

Held by 24 funds

5 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for BUCK.

Top Holders

Top Holders (24)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Increased	1M(+2.0%)	$24M	0.1%	+5.95%	35
LPL Financial LLC	Increased	925,508(+12.1%)	$21.7M	0.0%	+2.85%	32
CAPTRUST FINANCIAL ADVISORS	Increased	446,645(+219.2%)	$10.5M	0.0%	+0.11%	45
ENVESTNET ASSET MANAGEMENT INC	Decreased	319,302(-44.4%)	$7.5M	0.0%	+2.05%	0
OPOrion Porfolio Solutions, LLC	Increased	257,395(+19.8%)	$6M	0.0%	+2.84%	32
OSAIC HOLDINGS, INC.	Increased	84,071(+20.4%)	$2M	0.0%	+2.71%	31
COMMONWEALTH EQUITY SERVICES, LLC	Increased	61,438(+163.8%)	$1.4M	0.0%	+0.17%	41
Kestra Advisory Services, LLC	Decreased	38,229(-8.1%)	$895,316	0.0%	+5.60%	0
IWIntegrated Wealth Concepts LLC	Decreased	33,315(-3.5%)	$780,239	0.0%	+0.34%	0
BANK OF AMERICA CORP /DE/	New	31,936	$747,941	0.0%	-0.31%	38
Sanctuary Advisors, LLC	Decreased	28,220(-6.0%)	$660,912	0.0%	+1.65%	0
Private Advisor Group, LLC	Decreased	21,326(-51.7%)	$499,455	0.0%	+1.88%	0
JANE STREET GROUP, LLC	Decreased	15,932(-47.3%)	$373,127	0.0%	+1.52%	0
RAYMOND JAMES FINANCIAL INC	New	15,149	$354,790	0.0%	-0.31%	33
CITADEL ADVISORS LLC	New	12,582	$294,670	0.0%	-0.31%	36
Mariner, LLC	New	9,339	$218,716	0.0%	-0.31%	32
NewEdge Advisors, LLC	Increased	8,291(+18.8%)	$194,170	0.0%	+3.44%	27
Farther Finance Advisors, LLC	Decreased	7,581(-30.9%)	$177,538	0.0%	+5.59%	0
EP Wealth Advisors, LLC	New	6,800	$159,256	0.0%	-0.31%	31
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	6,000	$140,520	0.0%	+4.19%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer