Free Trial
→ SpaceX eyes a 1.75 trillion valuation - here's what to know (From Brownstone Research) (Ad)tc pixel Free BUCK Stock Alerts

Simplify Treasury Option Income ETF (BUCK) Institutional Ownership

$23.49 0.00 (0.00%)
As of 03:56 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$146.36M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$51.45M
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026NFSG Corp23,358$549K0.1%+71.2%0.130%
5/5/2026Sanctuary Advisors LLC30,036$706K0.0%+40.7%0.167%
5/1/2026 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%
4/16/2026 Cambridge 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%
2/17/2026 Integrated 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%
2/13/2026 Kestra 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%
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%
2/12/2026 Andina 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%
2/12/2026 Mosley 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%
2/11/2026 Howard Bailey Securities LLC155,592$3.69M1.5%N/A0.920%
2/11/2026LPL Financial LLC653,105$15.48M0.0%+1.1%3.860%
2/11/2026 Straight Path Wealth Management26,575$630K0.2%-3.4%0.157%
2/10/2026WCG Wealth Advisors LLC102,933$2.44M0.1%+62.2%0.608%
2/10/2026 Impact 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%
2/6/2026 Blackston 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%
2/5/2026 Soltis 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%
2/3/2026 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%
2/2/2026FSA 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%
1/29/2026Sanctuary 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%
1/27/2026TME 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%
1/26/2026 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%
1/22/2026Brookwood 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%
1/21/2026 Cambridge 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%
1/21/2026 Sound 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%
1/16/2026 Park Edge Advisors LLC225,404$5.34M1.2%-17.7%1.533%
1/15/2026 Alpine Bank Wealth Management34,294$813K0.1%+5.8%0.233%
1/15/2026 RiverTree Advisors LLC315,004$7.47M4.8%+2.6%2.143%
1/14/2026 Wealthcare Advisory Partners LLC11,299$268K0.0%-24.8%0.077%
1/9/2026 Dynamic Advisor Solutions LLC32,031$759K0.0%+32.2%0.218%
1/5/2026 GK 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%
11/17/2025Citadel Advisors LLC41,687$994K0.0%-41.1%0.284%
11/14/2025Wolverine Trading LLC15,807$376K0.0%N/A0.108%
11/14/2025WCG Wealth Advisors LLC63,459$1.51M0.1%-18.3%0.432%
11/13/2025 Private Advisor Group LLC15,196$362K0.0%-30.7%0.103%
11/13/2025CreativeOne Wealth LLC132,884$3.17M0.1%+6.6%0.904%
11/13/2025 Blackston Financial Advisory Group LLC39,663$946K0.6%+47.1%0.270%


BUCK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BUCK shares?

During the previous two years, 120 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.

Which institutional investors have been buying Simplify Treasury Option Income ETF's stock?

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).

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

Institutional investors have bought a total of 6,141,692 shares in the last 24 months. This purchase volume represents approximately $146.36M in transactions.

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

Of the 42 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).

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

Institutional investors have sold a total of 2,169,107 shares in the last 24 months. This volume of shares sold represents approximately $51.45M in transactions.


Related Companies

This page (NYSEARCA:BUCK) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel