Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Simplify Treasury Option Income ETF (BUCK) Institutional Ownership

$23.85 +0.08 (+0.34%)
Closing price 04:10 PM Eastern
Extended Trading
$23.82 -0.04 (-0.15%)
As of 07:24 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$160.62M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$11.93M
Get BUCK Insider Trade Alerts

Want to know when executives and insiders are buying or selling Simplify Treasury Option Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BUCK Institutional Buying and Selling by Quarter

Simplify Treasury Option Income ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC166,214$3.93M0.0%+12.4%1.148%
8/19/2025 Newbridge Financial Services Group Inc.2,610$62K0.0%N/A0.018%
8/15/2025 Orion Porfolio Solutions LLC9,681$229K0.0%-93.5%0.067%
8/14/2025 Jane Street Group LLC19,538$462K0.0%+69.1%0.135%
8/14/2025 Raymond James Financial Inc.2,020$48K0.0%N/A0.014%
8/14/2025 NewEdge Advisors LLC4,073$96K0.0%+83.2%0.028%
8/14/2025 Transce3nd LLC9,455$224K0.1%-6.2%0.065%
8/13/2025 WCG Wealth Advisors LLC77,700$1.84M0.1%N/A0.537%
8/12/2025 Financial Advocates Investment Management20,100$475K0.0%N/A0.139%
8/12/2025 Steward Partners Investment Advisory LLC122,924$2.91M0.0%+65.9%0.849%
8/12/2025 CreativeOne Wealth LLC124,687$2.95M0.1%+772.4%0.861%
8/12/2025 Wealth Advisors of Iowa LLC77,656$1.84M0.7%+114.7%0.536%
8/11/2025 Inspire Advisors LLC11,746$278K0.0%-6.1%0.081%
8/8/2025 PNC Financial Services Group Inc.2,000$47K0.0%N/A0.014%
8/7/2025 Nwam LLC17,942$425K0.0%-14.1%0.123%
8/7/2025 Blackston 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%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.tc pixel

Click here to watch the urgent broadcast and get ahead of what’s coming.
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%
5/19/2025 Jane 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%
5/16/2025 NewEdge Advisors LLC2,223$55K0.0%+2,123.0%0.016%
5/14/2025 CreativeOne Wealth LLC14,292$353K0.0%N/A0.103%
5/14/2025 Napa Wealth Management29,842$737K0.4%N/A0.215%
5/14/2025 Kestra 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%
5/12/2025 Townsquare Capital LLC99,197$2.45M0.0%N/A0.714%
5/9/2025 Atria Wealth Solutions Inc.16,234$401K0.0%+4.9%0.117%
5/9/2025 Encompass 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%
5/7/2025 LPL Financial LLC449,105$11.08M0.0%+548.7%3.231%
5/7/2025 Inspire 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%
5/5/2025 Private Advisor Group LLC55,978$1.38M0.0%+484.9%0.403%
5/5/2025 Nwam LLC20,879$515K0.0%-5.2%0.150%
5/5/2025 Transce3nd LLC10,078$249K0.1%+1,424.7%0.073%
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%
4/30/2025J 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%
4/21/2025 Compass Capital Corp MA ADV187,802$4.40M2.3%+1.8%1.275%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.tc pixel

Click here to watch the urgent broadcast and get ahead of what’s coming.
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%
(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, 86 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 82 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 6,567,283 shares in the last 24 months. This purchase volume represents approximately $160.62M in transactions.

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

Of the 22 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: Orion Porfolio Solutions LLC ($138.17K), 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), and GK Wealth Management LLC ($13.64K).

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

Institutional investors have sold a total of 496,841 shares in the last 24 months. This volume of shares sold represents approximately $11.93M in transactions.


Related Companies

This page (NYSEARCA:BUCK) was last updated on 8/28/2025 by MarketBeat.com Staff
From Our Partners
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsoredtc pixel
What Are Some Strategies to Help Lower RMD Taxes?
Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...
SmartAsset | Sponsoredtc pixel
Take a look at this picture ...
A strange investment secret — discovered just a few short weeks before this image was taken — correctly predic...
Weiss Ratings | Sponsoredtc pixel
Small Washington, DC Group Could Crash US Stocks
New Amazon Crisis Could Tank U.S. Stock Market A new panic is halting AI projects at Amazon and could split...
Altimetry | Sponsoredtc pixel