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Simplify Treasury Option Income ETF (BUCK) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Simplify Treasury Option Income ETF (NYSEARCA:BUCK)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$154.42M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$8.89M
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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
8/7/2025Nwam LLC17,942$425K0.0%-14.1%0.123%
8/7/2025Blackston Financial Advisory Group LLC26,971$638K0.3%N/A0.185%
8/6/2025 Decker Retirement Planning Inc.30,202$714K0.4%+120.3%0.207%
8/6/2025 AE Wealth Management LLC1,126,495$26.63M0.2%+13.9%7.729%
8/6/2025 Legacy Wealth Managment LLC ID22,217$525K0.3%-1.9%0.152%
8/6/2025 Soltis Investment Advisors LLC15,407$364K0.0%N/A0.106%
8/6/2025 Golden State Wealth Management LLC3,369$80K0.0%N/A0.023%
8/6/2025 Ethos Financial Group LLC23,423$554K0.0%+33.5%0.161%
8/6/2025 Moors & Cabot Inc.31,770$751K0.0%+41.0%0.218%
8/5/2025 TME Financial Inc.58,373$1.38M1.1%+45.6%0.401%
8/4/2025 Impact Partnership Wealth LLC28,372$671K0.1%N/A0.195%
8/1/2025 FSA Advisors Inc.104,307$2.47M2.0%+78.9%0.716%
8/1/2025 Ferguson Shapiro LLC35,210$832K0.3%-4.7%0.242%
8/1/2025 Brookwood Investment Group LLC36,244$857K0.1%+114.6%0.249%
8/1/2025 Envestnet Asset Management Inc.196,052$4.64M0.0%+193.8%1.345%
7/29/2025 Signature Estate & Investment Advisors LLC81,405$1.92M0.0%N/A0.559%
7/29/2025 Private Trust Co. NA3,050$72K0.0%-24.7%0.021%
7/29/2025 Straight Path Wealth Management26,895$636K0.2%+2.0%0.185%
7/28/2025 Harbour Investments Inc.6,520$154K0.0%+226.0%0.045%
7/23/2025 RiverTree Advisors LLC306,979$7.26M4.9%+164.5%2.106%
7/23/2025 SteelPeak Wealth LLC18,349$434K0.0%+61.6%0.126%
7/23/2025 Prime Capital Investment Advisors LLC68,335$1.62M0.0%-54.5%0.469%
7/22/2025 Belpointe Asset Management LLC52,263$1.24M0.1%+3.8%0.359%
7/22/2025 Wealthcare Advisory Partners LLC27,244$644K0.0%+3.6%0.187%
7/21/2025 Fortis Capital Advisors LLC52,263$1.24M0.2%+3.8%0.359%
7/18/2025 B.O.S.S. Retirement Advisors LLC42,103$995K0.2%+109.0%0.289%
7/17/2025 Alpine Bank Wealth Management4,380$104K0.0%N/A0.030%
7/17/2025 Beacon Capital Management LLC676,304$15.99M2.2%-0.2%4.640%
7/16/2025 Cambridge Advisors Inc.30,316$717K0.1%+44.2%0.208%
7/15/2025 Revisor Wealth Management LLC12,487$296K0.1%-24.3%0.086%
7/11/2025 Farther Finance Advisors LLC82,215$1.94M0.0%-41.9%0.564%
7/10/2025 Redhawk Wealth Advisors Inc.34,356$812K0.1%+13.6%0.236%
7/9/2025 Tounjian Advisory Partners LLC8,704$215K0.0%-25.2%0.060%
7/8/2025 GK Wealth Management LLC100,013$2.36M2.1%-12.0%0.656%
7/7/2025 Park Edge Advisors LLC360,359$8.52M2.2%+0.5%2.363%
5/28/2025 GK Wealth Management LLC113,328$2.80M3.3%N/A0.816%
5/20/2025 Belpointe Asset Management LLC50,345$1.24M0.1%N/A0.363%
5/20/2025 Fortis Capital Advisors LLC50,345$1.24M0.3%N/A0.363%
5/19/2025Jane Street Group LLC11,554$285K0.0%-20.9%0.083%
5/16/2025 Legacy Wealth Managment LLC ID22,649$559K0.4%-21.6%0.163%
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5/16/2025NewEdge Advisors LLC2,223$55K0.0%+2,123.0%0.016%
5/14/2025CreativeOne Wealth LLC14,292$353K0.0%N/A0.103%
5/14/2025Napa Wealth Management29,842$737K0.4%N/A0.215%
5/14/2025Kestra Advisory Services LLC314,048$7.75M0.0%+73.4%2.259%
5/14/2025 Andina Capital Management LLC49,526$1.22M0.9%N/A0.356%
5/13/2025 Ethos Financial Group LLC17,548$433K0.0%N/A0.126%
5/12/2025Townsquare Capital LLC99,197$2.45M0.0%N/A0.714%
5/9/2025 Atria Wealth Solutions Inc.16,234$401K0.0%+4.9%0.117%
5/9/2025Encompass More Asset Management263,302$6.50M1.9%+58.8%1.894%
5/8/2025 Moors & Cabot Inc.22,531$556K0.0%N/A0.162%
5/8/2025 Harbour Investments Inc.2,000$49K0.0%-34.3%0.014%
5/8/2025 FSA Advisors Inc.58,301$1.44M1.1%+92.7%0.419%
5/7/2025LPL Financial LLC449,105$11.08M0.0%+548.7%3.231%
5/7/2025Inspire Advisors LLC12,511$309K0.0%+7.9%0.090%
5/6/2025 Brookwood Investment Group LLC16,887$417K0.1%N/A0.121%
5/6/2025 AE Wealth Management LLC989,072$24.41M0.2%+18.4%7.116%
5/5/2025Private Advisor Group LLC55,978$1.38M0.0%+484.9%0.403%
5/5/2025Nwam LLC20,879$515K0.0%-5.2%0.150%
5/5/2025Transce3nd LLC10,078$249K0.1%+1,424.7%0.073%
5/1/2025Park Square Financial Group LLC2,395$59K0.0%+1,115.7%0.017%
4/30/2025POM 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%
4/30/2025J 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%
4/21/2025Compass 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%
4/21/2025JBR 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%
4/17/2025Authentikos 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%
4/15/2025Integrated 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%
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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%
2/13/2025 Legacy Investment Solutions LLC28,904$716K0.4%-9.8%0.540%
2/11/2025LPL Financial LLC69,234$1.70M0.0%N/A1.294%
2/10/2025 Harbour Investments Inc.3,045$75K0.0%N/A0.057%
2/10/2025 Envestnet Portfolio Solutions Inc.15,480$380K0.0%-22.9%0.289%
2/10/2025 Commonwealth 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%
2/6/2025 Straight Path Wealth Management21,575$529K0.2%N/A0.403%
(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, 79 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), AE Wealth Management LLC ($26.63M), Beacon Capital Management LLC ($15.99M), Peak Financial Advisors LLC ($13.05M), LPL Financial LLC ($11.08M), Park Edge Advisors LLC ($8.52M), and Kestra Advisory Services LLC ($7.75M).Learn more on Simplify Treasury Option Income ETF's institutional investors.

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

Of the 75 institutional investors that purchased Simplify Treasury Option Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Simplify Asset Management Inc. ($1.27M), Beacon Capital Management LLC ($677.37K), Peak Financial Advisors LLC ($528.75K), LPL Financial LLC ($449.11K), AE Wealth Management LLC ($323.60K), RiverTree Advisors LLC ($306.98K), and POM Investment Strategies LLC ($272.38K).

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

Institutional investors have bought a total of 6,304,566 shares in the last 24 months. This purchase volume represents approximately $154.47M in transactions.

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

Of the 20 institutional investors that sold Simplify Treasury Option Income ETF's 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), Prime Capital Investment Advisors LLC ($81.87K), Farther Finance Advisors LLC ($59.36K), Jane Street Group LLC ($45.69K), Encompass More Asset Management ($21.58K), GK Wealth Management LLC ($13.64K), and B. Riley Wealth Advisors Inc. ($10.48K).

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

Institutional investors have sold a total of 367,767 shares in the last 24 months. This volume of shares sold represents approximately $8.89M in transactions.


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This page (NYSEARCA:BUCK) was last updated on 8/8/2025 by MarketBeat.com Staff
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