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Simplify Treasury Option Income ETF (BUCK) Institutional Ownership

$23.42 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$115.81M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$51.45M
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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
6/18/2026Western Wealth Management LLC5,242$123K0.0%N/A0.029%
6/1/2026Caerus Investment Advisors LLC47,886$1.13M0.5%-13.4%0.267%
5/19/2026Western Wealth Management LLC5,242$123K0.0%N/A0.029%
5/19/2026Winnow Wealth LLC11,561$272K0.2%+448.2%0.064%
5/7/2026Legacy Wealth Managment LLC ID24,666$580K0.3%+16.6%0.137%
5/6/2026SteelPeak Wealth LLC53,284$1.25M0.0%-6.2%0.297%
5/5/2026NFSG Corp23,358$549K0.1%+71.2%0.130%
5/5/2026Sanctuary Advisors LLC30,036$706K0.0%+40.7%0.167%
5/1/2026WealthCare Asset Management LLC15,700$369K0.4%N/A0.087%
4/30/2026Elevated Capital Advisors LLC441,417$10.38M2.6%-1.7%2.459%
4/30/2026Kestra Advisory Services LLC41,576$977K0.0%-61.9%0.232%
4/29/2026Integrated Advisors Network LLC42,829$1.01M0.1%-28.4%0.239%
4/28/2026B.O.S.S. Retirement Advisors LLC135,332$3.18M1.0%+8.1%0.760%
4/28/2026Revisor Wealth Management LLC24,358$573K0.2%-6.1%0.137%
4/28/2026Koshinski Asset Management Inc.12,179$286K0.0%+33.7%0.068%
4/27/2026Simplify Asset Management Inc.1,700,000$39.96M0.6%N/A9.551%
4/27/2026Private Advisor Group LLC44,190$1.04M0.0%+226.9%0.248%
4/25/2026Patten Group Inc.17,011$400K0.1%N/A0.096%
4/24/2026Impact Partnership Wealth LLC100,402$2.36M0.3%+24.9%0.564%
4/24/2026SMART Wealth LLC86,417$2.03M0.6%N/A0.485%
4/23/2026Networth Advisors LLC50,491$1.19M0.8%+22.5%0.284%
4/21/2026Decker Retirement Planning Inc.15,556$366K0.2%-8.4%0.087%
4/21/2026LifeWealth Investments LLC9,867$232K0.1%N/A0.055%
4/21/2026Fiduciary Alliance LLC118,006$2.78M0.2%N/A0.663%
4/20/2026Park Edge Advisors LLC140,046$3.29M0.8%-37.9%0.787%
4/20/2026RFG Advisory LLC14,642$344K0.0%-8.4%0.082%
4/17/2026Andina Capital Management LLC33,225$781K0.7%-11.4%0.187%
4/16/2026Cambridge Advisors Inc.51,120$1.20M0.2%+3.6%0.287%
3/13/2026Lane Brothers & Co. Inc.67,154$1.59M1.2%N/A0.397%
2/18/2026OLD Mission Capital LLC32,300$766K0.0%+30.7%0.191%
2/17/2026Integrated Advisors Network LLC59,832$1.42M0.1%-13.1%0.354%
2/17/2026Osaic Holdings Inc.64,261$1.52M0.0%+8.2%0.380%
2/17/2026Advisory Services Network LLC38,848$921K0.0%+6.0%0.230%
2/17/2026Captrust Financial Advisors12,531$297K0.0%N/A0.074%
2/16/2026Arax Advisory Partners6,744$160K0.0%N/A0.040%
2/13/2026CreativeOne Wealth LLC99,809$2.37M0.1%-24.9%0.590%
2/13/2026Kestra Advisory Services LLC109,036$2.59M0.0%-71.1%0.644%
2/13/2026Beacon Capital Management LLC157,460$3.73M0.6%-73.9%0.931%
2/12/2026Hollencrest Capital Management2,090$50K0.0%N/A0.012%
2/12/2026Jane Street Group LLC17,609$417K0.0%N/A0.104%
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2/12/2026HRT Financial LP14,520$344K0.0%N/A0.086%
2/12/2026Orion Porfolio Solutions LLC197,522$4.68M0.0%+7.1%1.167%
2/12/2026Steward Partners Investment Advisory LLC33,380$791K0.0%-72.8%0.197%
2/12/2026Andina Capital Management LLC37,513$889K0.5%-4.4%0.222%
2/12/2026Compass Capital Corp MA ADV77,454$1.84M0.7%N/A0.458%
2/12/2026Principal Securities Inc.204,192$4.84M0.1%+67.1%1.207%
2/12/2026Mosley Wealth Management20,447$488K0.2%N/A0.121%
2/12/2026Caerus Investment Advisors LLC55,304$1.31M0.4%+30.1%0.327%
2/11/2026Winnow Wealth LLC2,109$51K0.0%N/A0.012%
2/11/2026Howard Bailey Securities LLC155,592$3.69M1.5%N/A0.920%
2/11/2026LPL Financial LLC653,105$15.48M0.0%+1.1%3.860%
2/11/2026Straight Path Wealth Management26,575$630K0.2%-3.4%0.157%
2/10/2026WCG Wealth Advisors LLC102,933$2.44M0.1%+62.2%0.608%
2/10/2026Impact Partnership Wealth LLC80,389$1.91M0.2%+29.2%0.475%
2/10/2026Moors & Cabot Inc.35,340$838K0.0%-9.3%0.209%
2/10/2026Foundations Investment Advisors LLC14,411$342K0.0%+42.4%0.085%
2/6/2026Lloyd Advisory Services LLC.20,228$480K0.2%N/A0.120%
2/6/2026Blackston Financial Advisory Group LLC58,505$1.39M0.8%+47.5%0.346%
2/6/2026Authentikos Wealth Advisory LLC95,250$2.26M1.5%+4.7%0.563%
2/5/2026Soltis Investment Advisors LLC19,561$464K0.0%+11.4%0.116%
2/4/2026Independent Advisor Alliance47,975$1.14M0.0%+47.5%0.285%
2/4/2026Advisor OS LLC8,989$213K0.0%N/A0.053%
2/3/2026Legacy Wealth Managment LLC ID21,148$501K0.2%-18.2%0.126%
2/3/2026Koshinski Asset Management Inc.9,111$216K0.0%N/A0.054%
2/3/2026Encompass More Asset Management110,138$2.61M0.5%+1.1%0.654%
2/3/2026RFG Advisory LLC15,980$379K0.0%+4.3%0.095%
2/2/2026FSA Advisors Inc.120,380$2.85M0.5%N/A0.714%
2/2/2026B.O.S.S. Retirement Advisors LLC125,208$2.97M0.9%+138.9%0.743%
1/29/2026Sanctuary Advisors LLC21,340$506K0.0%N/A0.141%
1/29/2026NBC Securities Inc.1,782$42K0.0%N/A0.012%
1/27/2026Revisor Wealth Management LLC25,952$616K0.2%+141.2%0.172%
1/27/2026Belpointe Asset Management LLC53,909$1.28M0.0%+20.2%0.357%
1/27/2026Fortis Capital Advisors LLC53,909$1.28M0.2%+20.2%0.357%
1/27/2026Elevated Capital Advisors LLC448,925$10.64M2.5%+19.1%2.969%
1/27/2026TME Financial Inc.63,183$1.50M1.1%+5.0%0.418%
1/26/2026AE Wealth Management LLC1,164,244$27.60M0.2%+12.6%7.893%
1/26/2026Key Capital Management INC191,273$4.53M4.5%N/A1.297%
1/26/2026CWM LLC1,926$46K0.0%+1,210.2%0.013%
1/26/2026Reyes Financial Architecture Inc.10,180$241K0.1%N/A0.069%
1/26/2026Decker Retirement Planning Inc.16,983$403K0.2%-41.5%0.115%
1/23/2026Farther Finance Advisors LLC66,529$1.58M0.0%-4.5%0.455%
1/22/2026Networth Advisors LLC41,223$977K0.7%N/A0.282%
1/22/2026Brookwood Investment Group LLC34,466$817K0.1%+29.1%0.236%
1/21/2026Prime Capital Investment Advisors LLC68,020$1.61M0.0%+3.0%0.465%
1/21/2026Cambridge Advisors Inc.49,326$1.17M0.2%+56.0%0.337%
1/21/2026Newbridge Financial Services Group Inc.13,645$323K0.1%N/A0.093%
1/21/2026Sound Income Strategies LLC2,124$51K0.0%+360.7%0.015%
1/21/2026Leo Wealth LLC10,332$245K0.0%N/A0.071%
1/20/2026SteelPeak Wealth LLC56,800$1.35M0.0%+118.9%0.386%
1/16/2026Park Edge Advisors LLC225,404$5.34M1.2%-17.7%1.533%
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1/15/2026Alpine Bank Wealth Management34,294$813K0.1%+5.8%0.233%
1/15/2026RiverTree Advisors LLC315,004$7.47M4.8%+2.6%2.143%
1/14/2026Wealthcare Advisory Partners LLC11,299$268K0.0%-24.8%0.077%
1/9/2026Dynamic Advisor Solutions LLC32,031$759K0.0%+32.2%0.218%
1/5/2026GK Wealth Management LLC84,552$2.00M1.3%-2.7%0.571%
11/20/2025Caerus Investment Advisors LLC42,523$1.01M0.4%-26.8%0.289%
11/17/2025NewEdge Advisors LLC7,023$168K0.0%+72.4%0.048%
11/17/2025Prosperity Wealth Management Inc.27,911$666K0.2%+52.8%0.190%
11/17/2025Moors & Cabot Inc.38,950$929K0.0%+22.6%0.265%
11/17/2025Mercer Global Advisors Inc. ADV9,500$227K0.0%-19.0%0.065%


BUCK Institutional Ownership - Frequently Asked Questions

During the previous two years, 121 institutional investors and hedge funds held shares of Simplify Treasury Option Income ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($39.96M), AE Wealth Management LLC ($27.60M), LPL Financial LLC ($15.48M), Peak Financial Advisors LLC ($13.05M), Elevated Capital Advisors LLC ($10.38M), RiverTree Advisors LLC ($7.47M), and POM Investment Strategies LLC ($6.72M).Learn more on Simplify Treasury Option Income ETF's institutional investors.

Of the 116 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. ($2.97M), Beacon Capital Management LLC ($677.37K), Peak Financial Advisors LLC ($528.75K), LPL Financial LLC ($455.99K), AE Wealth Management LLC ($454.20K), RiverTree Advisors LLC ($314.98K), and Elevated Capital Advisors LLC ($291.11K).

Institutional investors have bought a total of 4,905,146 shares in the last 24 months. This purchase volume represents approximately $115.81M in transactions.

Of the 41 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: Beacon Capital Management LLC ($519.91K), Kestra Advisory Services LLC ($336.33K), Park Edge Advisors LLC ($220.31K), Orion Porfolio Solutions LLC ($138.17K), Osaic Holdings Inc. ($113.10K), AE Wealth Management LLC ($92.85K), and Steward Partners Investment Advisory LLC ($89.54K).

Institutional investors have sold a total of 2,169,687 shares in the last 24 months. This volume of shares sold represents approximately $51.45M in transactions.


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This page (NYSEARCA:BUCK) was last updated on 7/5/2026 by MarketBeat.com Staff.
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