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Simplify Treasury Option Income ETF (BUCK) Institutional Ownership

$23.84 -0.04 (-0.17%)
Closing price 04:10 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)
78
Total
Institutional Inflows
(last 12 months)
$160.37M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$14.60M
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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
9/4/2025Osaic Holdings Inc.125,943$2.98M0.0%-47.3%0.870%
8/27/2025Orion Porfolio Solutions LLC166,214$3.93M0.0%+12.4%1.148%
8/19/2025Newbridge Financial Services Group Inc.2,610$62K0.0%N/A0.018%
8/15/2025Orion Porfolio Solutions LLC9,681$229K0.0%-93.5%0.067%
8/14/2025Jane Street Group LLC19,538$462K0.0%+69.1%0.135%
8/14/2025Raymond James Financial Inc.2,020$48K0.0%N/A0.014%
8/14/2025NewEdge Advisors LLC4,073$96K0.0%+83.2%0.028%
8/14/2025Transce3nd LLC9,455$224K0.1%-6.2%0.065%
8/13/2025WCG Wealth Advisors LLC77,700$1.84M0.1%N/A0.537%
8/12/2025Financial Advocates Investment Management20,100$475K0.0%N/A0.139%
8/12/2025Steward Partners Investment Advisory LLC122,924$2.91M0.0%+65.9%0.849%
8/12/2025CreativeOne Wealth LLC124,687$2.95M0.1%+772.4%0.861%
8/12/2025Wealth Advisors of Iowa LLC77,656$1.84M0.7%+114.7%0.536%
8/11/2025Inspire Advisors LLC11,746$278K0.0%-6.1%0.081%
8/8/2025PNC Financial Services Group Inc.2,000$47K0.0%N/A0.014%
8/7/2025Nwam LLC17,942$425K0.0%-14.1%0.123%
8/7/2025Blackston Financial Advisory Group LLC26,971$638K0.3%N/A0.185%
8/6/2025Decker Retirement Planning Inc.30,202$714K0.4%+120.3%0.207%
8/6/2025AE Wealth Management LLC1,126,495$26.63M0.2%+13.9%7.729%
8/6/2025Legacy Wealth Managment LLC ID22,217$525K0.3%-1.9%0.152%
8/6/2025Soltis Investment Advisors LLC15,407$364K0.0%N/A0.106%
8/6/2025Golden State Wealth Management LLC3,369$80K0.0%N/A0.023%
8/6/2025Ethos Financial Group LLC23,423$554K0.0%+33.5%0.161%
8/6/2025Moors & Cabot Inc.31,770$751K0.0%+41.0%0.218%
8/5/2025TME Financial Inc.58,373$1.38M1.1%+45.6%0.401%
8/4/2025Impact Partnership Wealth LLC28,372$671K0.1%N/A0.195%
8/1/2025FSA Advisors Inc.104,307$2.47M2.0%+78.9%0.716%
8/1/2025Ferguson Shapiro LLC35,210$832K0.3%-4.7%0.242%
8/1/2025Brookwood Investment Group LLC36,244$857K0.1%+114.6%0.249%
8/1/2025Envestnet Asset Management Inc.196,052$4.64M0.0%+193.8%1.345%
7/29/2025Signature Estate & Investment Advisors LLC81,405$1.92M0.0%N/A0.559%
7/29/2025Private Trust Co. NA3,050$72K0.0%-24.7%0.021%
7/29/2025Straight Path Wealth Management26,895$636K0.2%+2.0%0.185%
7/28/2025Harbour Investments Inc.6,520$154K0.0%+226.0%0.045%
7/23/2025RiverTree Advisors LLC306,979$7.26M4.9%+164.5%2.106%
7/23/2025SteelPeak Wealth LLC18,349$434K0.0%+61.6%0.126%
7/23/2025Prime Capital Investment Advisors LLC68,335$1.62M0.0%-54.5%0.469%
7/22/2025Belpointe Asset Management LLC52,263$1.24M0.1%+3.8%0.359%
7/22/2025Wealthcare Advisory Partners LLC27,244$644K0.0%+3.6%0.187%
7/21/2025Fortis Capital Advisors LLC52,263$1.24M0.2%+3.8%0.359%
7/18/2025B.O.S.S. Retirement Advisors LLC42,103$995K0.2%+109.0%0.289%
7/17/2025Alpine Bank Wealth Management4,380$104K0.0%N/A0.030%
7/17/2025Beacon Capital Management LLC676,304$15.99M2.2%-0.2%4.640%
7/16/2025Cambridge Advisors Inc.30,316$717K0.1%+44.2%0.208%
7/15/2025Revisor Wealth Management LLC12,487$296K0.1%-24.3%0.086%
7/11/2025Farther Finance Advisors LLC82,215$1.94M0.0%-41.9%0.564%
7/10/2025Redhawk Wealth Advisors Inc.34,356$812K0.1%+13.6%0.236%
7/9/2025Tounjian Advisory Partners LLC8,704$215K0.0%-25.2%0.060%
7/8/2025GK Wealth Management LLC100,013$2.36M2.1%-12.0%0.656%
7/7/2025Park Edge Advisors LLC360,359$8.52M2.2%+0.5%2.363%
5/28/2025GK Wealth Management LLC113,328$2.80M3.3%N/A0.816%
5/20/2025Belpointe Asset Management LLC50,345$1.24M0.1%N/A0.363%
5/20/2025Fortis Capital Advisors LLC50,345$1.24M0.3%N/A0.363%
5/19/2025Jane Street Group LLC11,554$285K0.0%-20.9%0.083%
5/16/2025Legacy Wealth Managment LLC ID22,649$559K0.4%-21.6%0.163%
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%
5/14/2025Andina Capital Management LLC49,526$1.22M0.9%N/A0.356%
5/13/2025Ethos Financial Group LLC17,548$433K0.0%N/A0.126%
5/12/2025Townsquare Capital LLC99,197$2.45M0.0%N/A0.714%
5/9/2025Atria 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%
5/8/2025Moors & Cabot Inc.22,531$556K0.0%N/A0.162%
5/8/2025Harbour Investments Inc.2,000$49K0.0%-34.3%0.014%
5/8/2025FSA 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%
5/6/2025Brookwood Investment Group LLC16,887$417K0.1%N/A0.121%
5/6/2025AE 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%
4/30/2025Stratos Wealth Advisors LLC29,798$735K0.0%N/A0.214%
4/30/2025Stratos Investment Management LLC63,410$1.57M0.1%N/A0.456%
4/30/2025J Hagan Capital Inc.65,797$1.62M1.5%N/A0.473%
4/29/2025Envestnet Asset Management Inc.66,740$1.65M0.0%N/A0.480%
4/28/2025Straight Path Wealth Management26,370$651K0.3%+22.2%0.190%
4/28/2025Revisor Wealth Management LLC16,499$407K0.2%N/A0.119%
4/28/2025Private Trust Co. NA4,050$100K0.0%N/A0.029%
4/24/2025Cambridge Advisors Inc.21,028$519K0.1%+30.0%0.151%
4/24/2025Decker Retirement Planning Inc.13,710$338K0.2%+335.0%0.099%
4/24/2025Elevated Capital Advisors LLC219,040$5.41M1.5%+224.4%1.576%
4/23/2025GenTrust LLC58,278$1.44M0.1%N/A0.419%
4/23/2025Ferguson Shapiro LLC36,962$912K0.3%-3.4%0.266%
4/22/2025Spinnaker Investment Group LLC40,014$988K0.2%N/A0.272%
4/22/2025Cambridge 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%
4/21/2025Envestnet Portfolio Solutions Inc.16,234$401K0.0%+4.9%0.110%
4/21/2025Beacon Capital Management LLC677,368$16.72M2.3%+88.8%4.599%
4/21/2025JBR Co Financial Management Inc14,600$360K0.2%N/A0.099%
4/17/2025Janney Montgomery Scott LLC8,546$211K0.0%N/A0.058%
4/17/2025RiverTree Advisors LLC116,065$2.86M1.9%N/A0.788%
4/17/2025Authentikos Wealth Advisory LLC124,645$3.08M2.5%+742.6%0.846%
4/15/2025Redhawk Wealth Advisors Inc.30,239$746K0.1%+5.8%0.205%
4/15/2025Integrated Advisors Network LLC12,211$301K0.0%N/A0.083%
4/15/2025Wealthcare Advisory Partners LLC26,303$649K0.0%N/A0.179%
(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 6,557,453 shares in the last 24 months. This purchase volume represents approximately $160.37M in transactions.

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

Of the 23 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), Osaic Holdings Inc. ($113.10K), 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), and Encompass More Asset Management ($21.58K).

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

Institutional investors have sold a total of 609,940 shares in the last 24 months. This volume of shares sold represents approximately $14.60M in transactions.


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This page (NYSEARCA:BUCK) was last updated on 10/6/2025 by MarketBeat.com Staff
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