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Simplify Treasury Option Income ETF (BUCK) Institutional Ownership

$23.52 -0.02 (-0.08%)
Closing price 07/14/2025 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)
63
Total
Institutional Inflows
(last 12 months)
$140.38M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$6.78M
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BUCK Institutional Buying and Selling by Quarter

Simplify Treasury Option Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/15/2025Revisor 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%
5/20/2025Belpointe 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%
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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%
4/15/2025 Redhawk Wealth Advisors Inc.30,239$746K0.1%+5.8%0.205%
4/15/2025Integrated Advisors Network LLC12,211$301K0.0%N/A0.083%
4/15/2025Wealthcare 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%
4/10/2025Smith 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%
2/10/2025Envestnet 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%
2/6/2025Straight Path Wealth Management21,575$529K0.2%N/A0.403%
2/5/2025Nwam LLC22,023$540K0.0%-5.3%0.412%
2/3/2025Lloyd Advisory Services LLC.69,378$1.70M0.8%-2.5%1.297%
2/3/2025Compass 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%
1/30/2025Principal Securities Inc.2,889$71K0.0%+283.2%0.054%
1/30/2025Beacon Capital Management LLC358,754$8.80M1.1%N/A6.706%
1/29/2025Howard Bailey Securities LLC16,504$405K0.2%-3.8%0.308%
1/29/2025Authentikos Wealth Advisory LLC14,793$363K0.4%+10.8%0.277%
1/23/2025FSA Advisors Inc.30,260$743K0.9%N/A0.566%
1/23/2025Ferguson Shapiro LLC38,249$939K0.3%-10.5%0.715%
1/21/2025 Park Edge Advisors LLC440,495$10.81M3.1%-1.5%8.234%
1/21/2025B.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%
1/16/2025Cambridge Advisors Inc.16,177$397K0.1%N/A0.302%
1/15/2025Decker 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%
1/13/2025Elevated Capital Advisors LLC67,516$1.66M0.5%+267.8%1.262%
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1/13/2025Mid 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%
11/1/2024SFG 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%
10/22/2024Elevated Capital Advisors LLC18,356$451K0.1%+52.7%0.343%
10/17/2024Inspire Advisors LLC10,262$252K0.0%N/A0.192%
(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, 69 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 ($24.41M), Beacon Capital Management LLC ($16.72M), 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 66 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), POM Investment Strategies LLC ($272.38K), Elevated Capital Advisors LLC ($219.04K), and Compass Capital Corp MA ADV ($187.80K).

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

Institutional investors have bought a total of 5,700,838 shares in the last 24 months. This purchase volume represents approximately $140.38M in transactions.

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

Of the 17 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), Farther Finance Advisors LLC ($59.36K), Jane Street Group LLC ($45.69K), Encompass More Asset Management ($21.58K), GK Wealth Management LLC ($13.64K), B. Riley Wealth Advisors Inc. ($10.48K), and Ferguson Shapiro LLC ($7.75K).

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

Institutional investors have sold a total of 278,708 shares in the last 24 months. This volume of shares sold represents approximately $6.78M in transactions.



This page (NYSEARCA:BUCK) was last updated on 7/15/2025 by MarketBeat.com Staff
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