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Simplify Treasury Option Income ETF (BUCK) Institutional Ownership

$23.61 -0.09 (-0.38%)
Closing price 05/2/2025 04:10 PM Eastern
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$23.60 -0.01 (-0.04%)
As of 05/2/2025 07:25 PM Eastern
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Institutional Ownership Changes (13F Filings) for Simplify Treasury Option Income ETF (NYSEARCA:BUCK)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$115.03M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$4.61M
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BUCK Institutional Buying and Selling by Quarter

Simplify Treasury Option Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025 Park Square Financial Group LLC2,395$59K0.0%+1,115.7%0.017%
4/30/2025 POM Investment Strategies LLC272,382$6.72M7.9%N/A1.960%
4/30/2025 Stratos Wealth Advisors LLC29,798$735K0.0%N/A0.214%
4/30/2025 Stratos Investment Management LLC63,410$1.57M0.1%N/A0.456%
4/30/2025 J Hagan Capital Inc.65,797$1.62M1.5%N/A0.473%
4/29/2025 Envestnet Asset Management Inc.66,740$1.65M0.0%N/A0.480%
4/28/2025 Straight Path Wealth Management26,370$651K0.3%+22.2%0.190%
4/28/2025 Revisor Wealth Management LLC16,499$407K0.2%N/A0.119%
4/28/2025 Private Trust Co. NA4,050$100K0.0%N/A0.029%
4/24/2025 Cambridge Advisors Inc.21,028$519K0.1%+30.0%0.151%
4/24/2025 Decker Retirement Planning Inc.13,710$338K0.2%+335.0%0.099%
4/24/2025 Elevated Capital Advisors LLC219,040$5.41M1.5%+224.4%1.576%
4/23/2025 GenTrust LLC58,278$1.44M0.1%N/A0.419%
4/23/2025 Ferguson Shapiro LLC36,962$912K0.3%-3.4%0.266%
4/22/2025 Spinnaker Investment Group LLC40,014$988K0.2%N/A0.272%
4/22/2025 Cambridge Investment Research Advisors Inc.22,286$550K0.0%N/A0.151%
4/21/2025 Compass Capital Corp MA ADV187,802$4.40M2.3%+1.8%1.275%
4/21/2025 Envestnet Portfolio Solutions Inc.16,234$401K0.0%+4.9%0.110%
4/21/2025 Beacon Capital Management LLC677,368$16.72M2.3%+88.8%4.599%
4/21/2025 JBR Co Financial Management Inc14,600$360K0.2%N/A0.099%
4/17/2025 Janney Montgomery Scott LLC8,546$211K0.0%N/A0.058%
4/17/2025 RiverTree Advisors LLC116,065$2.86M1.9%N/A0.788%
4/17/2025 Authentikos Wealth Advisory LLC124,645$3.08M2.5%+742.6%0.846%
4/15/2025 Redhawk Wealth Advisors Inc.30,239$746K0.1%+5.8%0.205%
4/15/2025 Integrated Advisors Network LLC12,211$301K0.0%N/A0.083%
4/15/2025 Wealthcare Advisory Partners LLC26,303$649K0.0%N/A0.179%
4/14/2025 Tounjian Advisory Partners LLC11,632$287K0.1%N/A0.079%
4/14/2025 Farther Finance Advisors LLC141,576$3.49M0.1%+55.5%0.961%
4/10/2025 Park Edge Advisors LLC358,423$8.85M2.5%-18.6%2.433%
4/10/2025 Peak Financial Advisors LLC528,745$13.05M6.6%+0.8%3.590%
4/10/2025 Smith Anglin Financial LLC11,040$272K0.0%N/A0.075%
4/4/2025 Sage Capital Advisors llc12,132$299K0.1%N/A0.082%
2/14/2025Jane Street Group LLC14,608$358K0.0%-74.5%0.273%
2/13/2025Legacy Investment Solutions LLC28,904$716K0.4%-9.8%0.540%
2/11/2025LPL Financial LLC69,234$1.70M0.0%N/A1.294%
2/10/2025Harbour Investments Inc.3,045$75K0.0%N/A0.057%
2/10/2025 Envestnet Portfolio Solutions Inc.15,480$380K0.0%-22.9%0.289%
2/10/2025Commonwealth Equity Services LLC25,488$625K0.0%N/A0.476%
2/10/2025 Farther Finance Advisors LLC91,067$2.24M0.1%+2,884.8%1.702%
2/7/2025Inspire Advisors LLC11,593$284K0.0%+13.0%0.217%
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2/6/2025 Straight Path Wealth Management21,575$529K0.2%N/A0.403%
2/5/2025Nwam LLC22,023$540K0.0%-5.3%0.412%
2/3/2025 Lloyd Advisory Services LLC.69,378$1.70M0.8%-2.5%1.297%
2/3/2025 Compass Capital Corp MA ADV184,431$4.53M1.8%N/A3.447%
2/3/2025Private Advisor Group LLC9,571$235K0.0%N/A0.179%
1/31/2025Atria Wealth Solutions Inc.15,480$380K0.0%-22.9%0.289%
1/30/2025 Principal Securities Inc.2,889$71K0.0%+283.2%0.054%
1/30/2025 Beacon Capital Management LLC358,754$8.80M1.1%N/A6.706%
1/29/2025 Howard Bailey Securities LLC16,504$405K0.2%-3.8%0.308%
1/29/2025 Authentikos Wealth Advisory LLC14,793$363K0.4%+10.8%0.277%
1/23/2025FSA Advisors Inc.30,260$743K0.9%N/A0.566%
1/23/2025 Ferguson Shapiro LLC38,249$939K0.3%-10.5%0.715%
1/21/2025 Park Edge Advisors LLC440,495$10.81M3.1%-1.5%8.234%
1/21/2025 B.O.S.S. Retirement Advisors LLC48,949$1.20M0.3%N/A0.915%
1/21/2025Encompass More Asset Management165,801$4.07M1.3%+11.0%3.099%
1/16/2025 Cambridge Advisors Inc.16,177$397K0.1%N/A0.302%
1/15/2025 Decker Retirement Planning Inc.3,152$77K0.0%N/A0.059%
1/14/2025 Redhawk Wealth Advisors Inc.28,584$701K0.1%+5.3%0.534%
1/14/2025 Peak Financial Advisors LLC524,719$12.88M6.7%+2.9%9.808%
1/13/2025 Elevated Capital Advisors LLC67,516$1.66M0.5%+267.8%1.262%
1/13/2025 Mid American Wealth Advisory Group Inc.39,284$964K0.6%+58.2%0.734%
11/15/2024Legacy Investment Solutions LLC32,053$789K0.5%N/A0.599%
11/15/2024Jane Street Group LLC57,241$1.41M0.0%+331.0%1.070%
11/14/2024Encompass More Asset Management149,425$3.67M1.4%-12.6%2.793%
11/6/2024Simplify Asset Management Inc.4,448,579$109.35M5.1%+38.3%83.151%
11/1/2024 SFG Wealth Management LLC.19,363$476K0.3%N/A0.362%
10/29/2024 Farther Finance Advisors LLC3,051$75K0.0%N/A0.057%
10/24/2024 Park Edge Advisors LLC447,266$10.99M3.1%+6.2%8.360%
10/22/2024 Elevated Capital Advisors LLC18,356$451K0.1%+52.7%0.343%
10/17/2024Inspire Advisors LLC10,262$252K0.0%N/A0.192%
10/11/2024 ORG Wealth Partners LLC1,523$37K0.0%N/A0.028%
10/11/2024 Redhawk Wealth Advisors Inc.27,150$667K0.1%+83.7%0.507%
10/10/2024 Lloyd Advisory Services LLC.71,123$1.75M0.8%+1.1%1.329%
10/10/2024 Peak Financial Advisors LLC510,063$12.54M6.4%+103.2%9.534%
10/9/2024 Ferguson Shapiro LLC42,756$1.05M0.4%-4.4%0.799%
10/2/2024 Mid American Wealth Advisory Group Inc.24,839$611K0.4%+65.5%0.464%
8/19/2024B. Riley Wealth Advisors Inc.8,163$201K0.0%-56.2%0.153%
8/13/2024AE Wealth Management LLC219,580$5.41M0.1%+17.2%4.104%
8/13/2024Simplify Asset Management Inc.3,216,098$79.18M5.3%+1.1%60.114%
8/6/2024 Lloyd Advisory Services LLC.70,381$1.73M0.8%N/A1.316%
8/2/2024 Ferguson Shapiro LLC44,711$1.10M0.4%N/A0.836%
8/1/2024 Elevated Capital Advisors LLC12,024$296K0.1%N/A0.225%
7/27/2024Encompass More Asset Management171,002$4.21M3.0%+9.8%3.196%
7/26/2024 Park Edge Advisors LLC421,229$10.37M3.2%+5.5%7.873%
7/17/2024 Redhawk Wealth Advisors Inc.14,783$364K0.1%N/A0.276%
7/12/2024 Peak Financial Advisors LLC250,994$6.18M3.5%N/A4.691%
7/10/2024 Mid American Wealth Advisory Group Inc.15,009$370K0.2%N/A0.281%
5/16/2024B. Riley Wealth Advisors Inc.18,644$468K0.0%+39.0%0.348%
5/10/2024Nwam LLC23,791$589K0.0%N/A0.445%
4/19/2024 Park Edge Advisors LLC399,210$10.01M2.8%+9.3%7.561%
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3/15/2024B. Riley Wealth Advisors Inc.13,414$335K0.0%-28.1%2.064%
2/5/2024Kestra Private Wealth Services LLC29,638$740K0.0%N/A4.560%
1/12/2024 Park Edge Advisors LLC365,326$9.12M3.2%+6.9%56.204%
12/1/2023B. Riley Wealth Advisors Inc.18,644$468K0.0%-20.5%2.868%
10/11/2023 Park Edge Advisors LLC341,813$8.58M3.1%+8.5%52.587%
9/8/2023Tucker Asset Management LLC1,198$30K0.0%-69.7%0.184%
7/13/2023 Park Edge Advisors LLC315,068$7.90M2.7%+12.7%60.590%
5/11/2023Tucker Asset Management LLC3,959$99K0.0%N/A3.959%
5/10/2023Simplify Asset Management Inc.71,759$1.80M0.3%+252.2%71.759%
4/18/2023 Park Edge Advisors LLC279,509$6.99M2.7%N/A279.509%
(Data available from 1/1/2016 forward)

BUCK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BUCK shares?

During the previous two years, 55 institutional investors and hedge funds held shares of Simplify Treasury Option Income ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($109.35M), Beacon Capital Management LLC ($16.72M), Peak Financial Advisors LLC ($13.05M), Park Edge Advisors LLC ($8.85M), POM Investment Strategies LLC ($6.72M), Elevated Capital Advisors LLC ($5.41M), and AE Wealth Management LLC ($5.41M).Learn more on BUCK's institutional investors.

Which institutional investors have been buying Simplify Treasury Option Income ETF stock?

Of the 53 institutional investors that purchased Simplify Treasury Option Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Simplify Asset Management Inc. ($1.32M), Beacon Capital Management LLC ($677.37K), Peak Financial Advisors LLC ($528.75K), POM Investment Strategies LLC ($272.38K), Elevated Capital Advisors LLC ($219.04K), Compass Capital Corp MA ADV ($187.80K), and Park Edge Advisors LLC ($167.76K).

How much institutional buying is happening at Simplify Treasury Option Income ETF?

Institutional investors have bought a total of 4,878,670 shares in the last 24 months. This purchase volume represents approximately $120.16M in transactions.

Which Simplify Treasury Option Income ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold Simplify Treasury Option Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Park Edge Advisors LLC ($88.84K), Jane Street Group LLC ($42.63K), Encompass More Asset Management ($21.58K), B. Riley Wealth Advisors Inc. ($20.53K), Ferguson Shapiro LLC ($7.75K), Atria Wealth Solutions Inc. ($4.60K), and Envestnet Portfolio Solutions Inc. ($4.60K).

How much institutional selling is happening at Simplify Treasury Option Income ETF?

Institutional investors have sold a total of 200,081 shares in the last 24 months. This volume of shares sold represents approximately $4.93M in transactions.


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This page (NYSEARCA:BUCK) was last updated on 5/3/2025 by MarketBeat.com Staff
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