S
Simplify Stable Income
BUCK • ARCA
Simplify Stable Income is an exchange-traded fund on ARCA. As of Q3 2025, 72 institutional investors hold shares in this ETF, with total holdings valued at $158.8M. AE Wealth Management LLC is the largest holder with a position valued at $24.7M.
Overview
Overview of institutional ownership in BUCK as of Q3 2025
All Institutions
- Institutions
- 72
- Value Held
- $158.8M
- Shares Held
- 6.7M
- Avg Position
- $2.2M
- Median Position
- $774.4K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $994.2K
- Shares Held
- 41.7K
- Avg Position
- $994.2K
- Median Position
- $994.2K
Biggest Investors
Institutions with the largest positions in BUCK as of Q3 2025
| Institution | Position Value |
|---|---|
 AE Wealth Management LLC RIA/Wealth | $24.7M 0.16% of portfolio |
L LPL Financial LLC Institution | $15.4M 0.00% of portfolio |
B Beacon Capital Management, LLC RIA/Wealth | $14.4M 2.07% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $9.0M 0.04% of portfolio |
E Elevated Capital Advisors, LLC RIA/Wealth | $9.0M 2.26% of portfolio |
P POM Investment Strategies, LLC Institution | $7.4M 4.10% of portfolio |
R RiverTree Advisors, LLC RIA/Wealth | $7.3M 4.73% of portfolio |
P Park Edge Advisors, LLC RIA/Wealth | $6.5M 1.52% of portfolio |
 WEDBUSH MORGAN SECURITIES INC RIA/Wealth | $6.0M 0.21% of portfolio |
C CLS Investments, LLC Institution | $4.4M 0.04% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BUCK in Q3 2025
- Traded
- −$13.9M
- Buyers
- 37
- Sellers
- 45
- Total Bought
- +$18.3M
- Total Sold
- −$32.2M
- Avg Position
- $1.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$4.1M +171.8K shares |
E Elevated Capital Advisors, LLC RIA/Wealth | +$3.8M +157.8K shares |
WEDBUSH MORGAN SECURITIES INC RIA/Wealth | +$1.8M +73.6K shares |
P POM Investment Strategies, LLC Institution | +$820.3K +34.4K shares |
I Impact Partnership Wealth, LLC RIA/Wealth | +$806.8K +33.8K shares |
 Independent Advisor Alliance RIA/Wealth | +$775.6K +32.5K shares |
A Alpine Bank Wealth Management Institution | +$668.8K +28.0K shares |
O OLD MISSION CAPITAL LLC Institution | +$589.5K +24.7K shares |
D Dynamic Advisors Solutions LLC Institution | +$577.7K +24.2K shares |
C CLS Investments, LLC Institution | +$436.4K +18.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 COMPASS CAPITAL CORP /MA/ /ADV RIA/Wealth | −$5.1M −213.5K shares |
F FSA Advisors, Inc. Institution | −$2.5M −104.3K shares |
AE Wealth Management LLC RIA/Wealth | −$2.2M −92.9K shares |
 Encompass More Asset Management RIA/Wealth | −$2.1M −88.8K shares |
P Park Edge Advisors, LLC RIA/Wealth | −$2.1M −86.6K shares |
 Fundamentun, LLC RIA/Wealth | −$2.0M −86.2K shares |
 Wealth Advisors of Iowa, LLC RIA/Wealth | −$1.8M −77.7K shares |
B Beacon Capital Management, LLC RIA/Wealth | −$1.7M −72.2K shares |
−$1.7M −69.5K shares | |
A Advisor Group Holdings, Inc. Institution | −$1.6M −66.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BUCK in Q3 2025
- New Positions
- 7
- New Value
- $2.0M
- Exited Positions
- 16
- Exited Value
- $15.7M
New Positions
| Institution | Position Value |
|---|---|
Independent Advisor Alliance RIA/Wealth | $775.6K 32.5K shares |
D Dynamic Advisors Solutions LLC Institution | $577.7K 24.2K shares |
 RFG Advisory Group, LLC RIA/Wealth | $365.5K 15.3K shares |
 Foundations Investment Advisors, LLC RIA/Wealth | $241.4K 10.1K shares |
A Abich Financial Wealth Management LLC RIA/Wealth | $15.6K 654.0 shares |
 Sound Income Strategies, LLC RIA/Wealth | $11.0K 461.0 shares |
 Triumph Capital Management RIA/Wealth | $6.6K 275.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
COMPASS CAPITAL CORP /MA/ /ADV RIA/Wealth | $5.1M 213.5K shares |
F FSA Advisors, Inc. Institution | $2.5M 104.3K shares |
Fundamentun, LLC RIA/Wealth | $2.0M 86.2K shares |
Wealth Advisors of Iowa, LLC RIA/Wealth | $1.8M 77.7K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $1.2M 49.3K shares |
 Ferguson Shapiro LLC RIA/Wealth | $832.4K 35.2K shares |
$475.2K 20.1K shares | |
J JANE STREET GROUP, LLC Institution | $461.9K 19.5K shares |
 Park Square Financial Group, LLC RIA/Wealth | $309.8K 13.1K shares |
 Inspire Advisors, LLC RIA/Wealth | $277.7K 11.7K shares |
Options Activity
Institutions with the largest Call and Put options positions in BUCK as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BUCK as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
R RiverTree Advisors, LLC RIA/Wealth | 4.73% $7.3M |
P POM Investment Strategies, LLC Institution | 4.10% $7.4M |
E Elevated Capital Advisors, LLC RIA/Wealth | 2.26% $9.0M |
B Beacon Capital Management, LLC RIA/Wealth | 2.07% $14.4M |
 Authentikos Wealth Advisory, LLC RIA/Wealth | 1.59% $2.2M |
G GK Wealth Management LLC Institution | 1.55% $2.1M |
P Park Edge Advisors, LLC RIA/Wealth | 1.52% $6.5M |
T TME FINANCIAL, INC. Institution | 1.08% $1.4M |
J J HAGAN CAPITAL, INC. RIA/Wealth | 0.78% $1.3M |
 Blackston Financial Advisory Group, LLC RIA/Wealth | 0.57% $946.0K |
Hedge Fund Spotlight
Discover hedge funds investing in BUCK
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
S
Position in Simplify Stable Income
- Market Value
- $994.2K
- Shares Held
- 41.7K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
