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Simplify Treasury Option Income ETF (BUCK) Institutional Ownership

$23.35 -0.03 (-0.13%)
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Institutional Ownership Changes (13F Filings) for Simplify Treasury Option Income ETF (NYSEARCA:BUCK)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$92.62M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$42.50M
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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
9/9/2026 Integrated Wealth Concepts LLC33,315$780K0.0%-3.4%0.159%
9/9/2026 NewEdge Advisors LLC8,291$194K0.0%+18.7%0.040%
9/2/2026 Citadel Advisors LLC12,582$295K0.0%N/A0.060%
8/26/2026 Schulz Wealth LTD.35,336$828K0.4%N/A0.169%
8/23/2026 Straight Path Wealth Management21,212$497K0.1%-10.3%0.101%
8/23/2026 POM Investment Strategies LLC4,454$104K0.1%-57.1%0.021%
8/22/2026 Montgomery Financial Services LLC1,603$38K0.0%N/A0.008%
8/22/2026 SMART Wealth LLC80,602$1.89M0.4%-6.7%0.385%
8/22/2026 Legacy Wealth Managment LLC ID32,164$753K0.3%+30.4%0.154%
8/21/2026 Beacon Capital Management LLC73,671$1.73M0.3%-26.7%0.352%
7/10/2026 Redhawk Wealth Advisors Inc.43,764$1.03M0.1%+6.1%0.217%
7/7/2026 Dynamic Advisor Solutions LLC36,197$848K0.0%-3.6%0.179%
7/7/2026 GK Wealth Management LLC79,699$1.87M1.0%N/A0.395%
6/18/2026 Western Wealth Management LLC5,242$123K0.0%N/A0.029%
6/1/2026 Caerus Investment Advisors LLC47,886$1.13M0.5%-13.4%0.267%
5/19/2026 Western Wealth Management LLC5,242$123K0.0%N/A0.029%
5/19/2026 Winnow Wealth LLC11,561$272K0.2%+448.2%0.064%
5/7/2026 Legacy Wealth Managment LLC ID24,666$580K0.3%+16.6%0.137%
5/6/2026 SteelPeak Wealth LLC53,284$1.25M0.0%-6.2%0.297%
5/5/2026 NFSG Corp23,358$549K0.1%+71.2%0.130%
5/5/2026 Sanctuary Advisors LLC30,036$706K0.0%+40.7%0.167%
5/1/2026 WealthCare Asset Management LLC15,700$369K0.4%N/A0.087%
4/30/2026 Elevated Capital Advisors LLC441,417$10.38M2.6%-1.7%2.459%
4/30/2026 Kestra Advisory Services LLC41,576$977K0.0%-61.9%0.232%
4/29/2026 Integrated Advisors Network LLC42,829$1.01M0.1%-28.4%0.239%
4/28/2026 B.O.S.S. Retirement Advisors LLC135,332$3.18M1.0%+8.1%0.760%
4/28/2026 Revisor Wealth Management LLC24,358$573K0.2%-6.1%0.137%
4/28/2026 Koshinski Asset Management Inc.12,179$286K0.0%+33.7%0.068%
4/27/2026 Simplify Asset Management Inc.1,700,000$39.96M0.6%N/A9.551%
4/27/2026 Private Advisor Group LLC44,190$1.04M0.0%+226.9%0.248%
4/25/2026 Patten Group Inc.17,011$400K0.1%N/A0.096%
4/24/2026 Impact Partnership Wealth LLC100,402$2.36M0.3%+24.9%0.564%
4/24/2026 SMART Wealth LLC86,417$2.03M0.6%N/A0.485%
4/23/2026 Networth Advisors LLC50,491$1.19M0.8%+22.5%0.284%
4/21/2026 Decker Retirement Planning Inc.15,556$366K0.2%-8.4%0.087%
4/21/2026 LifeWealth Investments LLC9,867$232K0.1%N/A0.055%
4/21/2026 Fiduciary Alliance LLC118,006$2.78M0.2%N/A0.663%
4/20/2026 Park Edge Advisors LLC140,046$3.29M0.8%-37.9%0.787%
4/20/2026 RFG Advisory LLC14,642$344K0.0%-8.4%0.082%
4/17/2026 Andina Capital Management LLC33,225$781K0.7%-11.4%0.187%
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4/16/2026 Cambridge Advisors Inc.51,120$1.20M0.2%+3.6%0.287%
3/13/2026 Lane Brothers & Co. Inc.67,154$1.59M1.2%N/A0.397%
2/18/2026 OLD Mission Capital LLC32,300$766K0.0%+30.7%0.191%
2/17/2026 Integrated Advisors Network LLC59,832$1.42M0.1%-13.1%0.354%
2/17/2026 Osaic Holdings Inc.64,261$1.52M0.0%+8.2%0.380%
2/17/2026 Advisory Services Network LLC38,848$921K0.0%+6.0%0.230%
2/17/2026 Captrust Financial Advisors12,531$297K0.0%N/A0.074%
2/16/2026 Arax Advisory Partners6,744$160K0.0%N/A0.040%
2/13/2026 CreativeOne Wealth LLC99,809$2.37M0.1%-24.9%0.590%
2/13/2026 Kestra Advisory Services LLC109,036$2.59M0.0%-71.1%0.644%
2/13/2026 Beacon Capital Management LLC157,460$3.73M0.6%-73.9%0.931%
2/12/2026 Hollencrest Capital Management2,090$50K0.0%N/A0.012%
2/12/2026 Jane Street Group LLC17,609$417K0.0%N/A0.104%
2/12/2026 HRT Financial LP14,520$344K0.0%N/A0.086%
2/12/2026 Orion Porfolio Solutions LLC197,522$4.68M0.0%+7.1%1.167%
2/12/2026 Steward Partners Investment Advisory LLC33,380$791K0.0%-72.8%0.197%
2/12/2026 Andina Capital Management LLC37,513$889K0.5%-4.4%0.222%
2/12/2026 Compass Capital Corp MA ADV77,454$1.84M0.7%N/A0.458%
2/12/2026 Principal Securities Inc.204,192$4.84M0.1%+67.1%1.207%
2/12/2026 Mosley Wealth Management20,447$488K0.2%N/A0.121%
2/12/2026 Caerus Investment Advisors LLC55,304$1.31M0.4%+30.1%0.327%
2/11/2026 Winnow Wealth LLC2,109$51K0.0%N/A0.012%
2/11/2026 Howard Bailey Securities LLC155,592$3.69M1.5%N/A0.920%
2/11/2026 LPL Financial LLC653,105$15.48M0.0%+1.1%3.860%
2/11/2026 Straight Path Wealth Management26,575$630K0.2%-3.4%0.157%
2/10/2026 WCG Wealth Advisors LLC102,933$2.44M0.1%+62.2%0.608%
2/10/2026 Impact Partnership Wealth LLC80,389$1.91M0.2%+29.2%0.475%
2/10/2026 Moors & Cabot Inc.35,340$838K0.0%-9.3%0.209%
2/10/2026 Foundations Investment Advisors LLC14,411$342K0.0%+42.4%0.085%
2/6/2026 Lloyd Advisory Services LLC.20,228$480K0.2%N/A0.120%
2/6/2026 Blackston Financial Advisory Group LLC58,505$1.39M0.8%+47.5%0.346%
2/6/2026 Authentikos Wealth Advisory LLC95,250$2.26M1.5%+4.7%0.563%
2/5/2026 Soltis Investment Advisors LLC19,561$464K0.0%+11.4%0.116%
2/4/2026 Independent Advisor Alliance47,975$1.14M0.0%+47.5%0.285%
2/4/2026 Advisor OS LLC8,989$213K0.0%N/A0.053%
2/3/2026 Legacy Wealth Managment LLC ID21,148$501K0.2%-18.2%0.126%
2/3/2026 Koshinski Asset Management Inc.9,111$216K0.0%N/A0.054%
2/3/2026 Encompass More Asset Management110,138$2.61M0.5%+1.1%0.654%
2/3/2026 RFG Advisory LLC15,980$379K0.0%+4.3%0.095%
2/2/2026 FSA Advisors Inc.120,380$2.85M0.5%N/A0.714%
2/2/2026 B.O.S.S. Retirement Advisors LLC125,208$2.97M0.9%+138.9%0.743%
1/29/2026 Sanctuary Advisors LLC21,340$506K0.0%N/A0.141%
1/29/2026 NBC Securities Inc.1,782$42K0.0%N/A0.012%
1/27/2026 Revisor Wealth Management LLC25,952$616K0.2%+141.2%0.172%
1/27/2026 Belpointe Asset Management LLC53,909$1.28M0.0%+20.2%0.357%
1/27/2026 Fortis Capital Advisors LLC53,909$1.28M0.2%+20.2%0.357%
1/27/2026 Elevated Capital Advisors LLC448,925$10.64M2.5%+19.1%2.969%
1/27/2026 TME Financial Inc.63,183$1.50M1.1%+5.0%0.418%
1/26/2026 AE Wealth Management LLC1,164,244$27.60M0.2%+12.6%7.893%
1/26/2026 Key Capital Management INC191,273$4.53M4.5%N/A1.297%
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1/26/2026CWM LLC1,926$46K0.0%+1,210.2%0.013%
1/26/2026 Reyes Financial Architecture Inc.10,180$241K0.1%N/A0.069%
1/26/2026 Decker Retirement Planning Inc.16,983$403K0.2%-41.5%0.115%
1/23/2026 Farther Finance Advisors LLC66,529$1.58M0.0%-4.5%0.455%
1/22/2026 Networth Advisors LLC41,223$977K0.7%N/A0.282%
1/22/2026 Brookwood Investment Group LLC34,466$817K0.1%+29.1%0.236%
1/21/2026 Prime Capital Investment Advisors LLC68,020$1.61M0.0%+3.0%0.465%
1/21/2026 Cambridge Advisors Inc.49,326$1.17M0.2%+56.0%0.337%
1/21/2026 Newbridge Financial Services Group Inc.13,645$323K0.1%N/A0.093%
1/21/2026 Sound Income Strategies LLC2,124$51K0.0%+360.7%0.015%


BUCK Institutional Ownership - Frequently Asked Questions

During the previous two years, 123 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 Principal Securities Inc. ($4.84M).Learn more on Simplify Treasury Option Income ETF's institutional investors.

Of the 118 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. ($2.93M), Beacon Capital Management LLC ($677.37K), LPL Financial LLC ($455.99K), AE Wealth Management LLC ($422K), RiverTree Advisors LLC ($314.98K), Elevated Capital Advisors LLC ($279.08K), and Peak Financial Advisors LLC ($277.75K).

Institutional investors have bought a total of 3,925,418 shares in the last 24 months. This purchase volume represents approximately $92.62M in transactions.

Of the 39 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 ($545.69K), Kestra Advisory Services LLC ($336.33K), Park Edge Advisors LLC ($220.31K), AE Wealth Management LLC ($92.85K), Steward Partners Investment Advisory LLC ($89.54K), Encompass More Asset Management ($88.84K), and Signature Estate & Investment Advisors LLC ($69.53K).

Institutional investors have sold a total of 1,791,618 shares in the last 24 months. This volume of shares sold represents approximately $42.50M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:BUCK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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