Simplify Treasury OptionBUCKETF
13F holders, Q2 2026 (June 30)102holders +14
22new positions
10sold out
1famous investor
$23.40avg. 13F price*
At the end of Q2 2026, 102 institutions reported holding Simplify Treasury Option Inc. (BUCK) in their 13F filings, up 14 from Q1 2026. 22 opened new positions and 10 sold out. The largest holders were Simplify Asset Management Inc. ($39.8M), AE Wealth Management LLC ($24.0M) and LPL Financial LLC ($21.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify Treasury Option Inc.
- CUSIP
- 82889N640
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $9.7M |
| Exits | 10 | $9.7M |
All 13F filers, Q1 2026 → Q2 2026: 1,812,820 shares bought and 882,977 shares sold, net +929,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Simplify Asset Management Inc. | 0.56% | No change | 1,700,000 | $39.8M |
| AE Wealth Management LLC | 0.11% | Add +2.0% | 1,025,769 | $24.0M |
| LPL Financial LLC | 0.00% | Add +12.1% | 925,508 | $21.7M |
| Principal Securities, Inc. | 0.17% | Add +47.8% | 608,397 | $14.2M |
| Elevated Capital Advisors, LLC | 3.20% | Add +12.7% | 497,573 | $11.7M |
| Captrust Financial Advisors | 0.02% | Add +219.2% | 446,645 | $10.5M |
| Wedbush Securities Inc. | 0.23% | Add +27.7% | 380,116 | $8.9M |
| RiverTree Advisors, LLC | 4.66% | Add +8.2% | 336,734 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -44.4% | 319,302 | $7.5M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +19.8% | 257,395 | $6.0M |
| Key Capital Management, INC | 2.93% | Add +7.3% | 243,255 | $5.7M |
| Owen LaRue, LLC | 1.86% | Reduce -10.8% | 228,395 | $5.3M |
| Lane Brothers & Co. Inc. | 2.68% | Add +160.9% | 175,178 | $4.1M |
| Howard Bailey Securities, LLC | 1.53% | Add +0.8% | 174,639 | $4.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.92% | Add +7.5% | 145,512 | $3.4M |
| Park Edge Advisors, LLC | 0.71% | Add +1.7% | 142,406 | $3.3M |
| Fiduciary Alliance LLC | 0.21% | Add +14.8% | 135,512 | $3.2M |
| FSA Advisors, Inc. | 1.45% | Add +12.8% | 135,402 | $3.2M |
| Impact Partnership Wealth, LLC | 0.30% | Add +29.9% | 130,452 | $3.1M |
| SteelPeak Wealth, LLC | 0.08% | Add +132.5% | 123,900 | $2.9M |
| Encompass More Asset Management | 0.42% | Add +4.5% | 122,659 | $2.9M |
| CreativeOne Wealth, LLC | 0.05% | Add +44.8% | 91,008 | $2.1M |
| Reyes Financial Architecture, Inc. | 1.15% | Reduce -0.3% | 87,750 | $2.1M |
| Authentikos Wealth Advisory, LLC | 1.26% | Reduce -4.7% | 84,383 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +20.4% | 84,071 | $2.0M |
| SMART Wealth LLC | 0.41% | Reduce -6.7% | 80,602 | $1.9M |
| GK Wealth Management LLC | 1.13% | New | 79,699 | $1.9M |
| Beacon Capital Management, LLC | 0.25% | Reduce -26.7% | 73,671 | $1.7M |
| Blackston Financial Advisory Group, LLC | 0.97% | Add +7.1% | 73,343 | $1.7M |
| Alpine Bank Wealth Management | 0.20% | Add +15.5% | 67,324 | $1.6M |
| WCG Wealth Advisors LLC | 0.04% | Reduce -7.6% | 67,104 | $1.6M |
| Integrated Advisors Network LLC | 0.07% | Add +49.5% | 64,012 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +163.8% | 61,438 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | New | 61,250 | $1.4M |
| Beese Fulmer Investment Management, Inc. | 0.08% | New | 58,076 | $1.4M |
| Patten Group, Inc. | 0.20% | Add +219.1% | 54,276 | $1.3M |
| Cambridge Advisors Inc. | 0.22% | Add +5.3% | 53,854 | $1.3M |
| Networth Advisors, LLC | 0.72% | Add +4.2% | 52,584 | $1.2M |
| Independent Advisor Alliance | 0.03% | Reduce -11.2% | 50,525 | $1.2M |
| Mosley Wealth Management | 0.35% | Add +188.3% | 47,333 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.10% | Add +6.1% | 43,764 | $1.0M |
| Moors & Cabot, Inc. | 0.04% | Add +16.7% | 43,411 | $1.0M |
| Brookwood Investment Group LLC | 0.12% | Reduce -13.2% | 43,370 | $1.0M |
| Soltis Investment Advisors LLC | 0.06% | Add +14.4% | 41,332 | $968K |
| Arax Advisory Partners | 0.01% | Add +21.1% | 39,021 | $914K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.1% | 38,229 | $895K |
| Compass Capital Corp. /Ma/ | 0.29% | Reduce -28.3% | 38,037 | $890K |
| Advisory Services Network, LLC | 0.01% | Reduce -6.7% | 36,248 | $849K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -3.6% | 36,197 | $848K |
| Winnacle Wealth LLC | 0.57% | Add +207.1% | 35,506 | $832K |
| Schulz Wealth, LTD. | 0.43% | — | 35,336 | $828K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.5% | 33,315 | $780K |
| Tme Financial, Inc. | 0.47% | Reduce -14.6% | 32,732 | $767K |
| Legacy Wealth Managment, LLC | 0.31% | Add +30.4% | 32,164 | $753K |
| Bank of America Corp. | 0.00% | New | 31,936 | $748K |
| WealthCare Asset Management, LLC | 0.31% | Add +102.8% | 31,848 | $746K |
| Revisor Wealth Management LLC | 0.16% | Add +19.9% | 29,204 | $684K |
| NFSG Corp | 0.08% | Add +21.7% | 28,419 | $666K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.0% | 28,220 | $661K |
| Lloyd Advisory Services, LLC. | 0.25% | New | 27,470 | $643K |
| Astoria Portfolio Advisors LLC. | 0.11% | New | 26,684 | $625K |
| Private Advisor Group, LLC | 0.00% | Reduce -51.7% | 21,326 | $499K |
| Straight Path Wealth Management | 0.12% | Reduce -10.3% | 21,212 | $497K |
| Everstar Asset Management, LLC | 0.22% | New | 19,795 | $464K |
| Resurgent Financial Advisors LLC | 0.13% | New | 19,195 | $450K |
| Caerus Investment Advisors, LLC | 0.13% | Reduce -65.6% | 16,456 | $385K |
| Strategic Blueprint, LLC | 0.02% | Add +17.5% | 16,020 | $375K |
| Western Wealth Management, LLC | 0.01% | New | 15,969 | $374K |
| Jane Street Group, LLC | 0.00% | Reduce -47.3% | 15,932 | $373K |
| Decker Retirement Planning Inc. | 0.12% | Reduce -0.2% | 15,521 | $364K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -54.9% | 15,168 | $355K |
| Raymond James Financial Inc. | 0.00% | New | 15,149 | $355K |
| Lanark Financial, Inc. | 0.02% | Add +339.2% | 13,953 | $327K |
| Citadel Advisors | 0.00% | New | 12,582 | $295K |
| Koshinski Asset Management, Inc. | 0.02% | Add +2.9% | 12,536 | $294K |
| Advisor OS, LLC | 0.02% | Add +3.0% | 12,414 | $291K |
| LifeWealth Investments, LLC | 0.07% | Add +14.5% | 11,300 | $265K |
| Blueprint Investment Partners LLC | 0.02% | New | 10,655 | $250K |
| Mariner, LLC | 0.00% | New | 9,339 | $219K |
| Sowell Financial Services LLC | 0.01% | New | 8,640 | $202K |
| Golden State Wealth Management, LLC | 0.02% | Add +63.8% | 8,366 | $196K |
| NewEdge Advisors, LLC | 0.00% | Add +18.8% | 8,291 | $194K |
| Tounjian Advisory Partners, LLC | 0.08% | New | 8,224 | $193K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -30.9% | 7,581 | $178K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,800 | $159K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,000 | $141K |
| POM Investment Strategies, LLC | 0.12% | Reduce -57.1% | 4,454 | $104K |
| Hollencrest Capital Management | 0.00% | No change | 2,090 | $49K |
| Buck Wealth Strategies, LLC | 0.00% | New | 1,620 | $38K |
| Montgomery Financial Services LLC | 0.03% | — | 1,603 | $38K |
| Regatta Research & Money Management | 0.02% | — | 1,068 | $25K |
| GFS Advisors, LLC | 0.00% | Add +27.9% | 11,470 | $24K |
| Wells Fargo & Company | 0.00% | Add +70900.0% | 710 | $17K |
| Asset Planning,Inc | 0.01% | New | 608 | $14K |
| IFG Advisory, LLC | 0.00% | New | 519 | $12K |
| Harbour Investments, Inc. | 0.00% | Add +140.1% | 341 | $8K |
| Ameritas Advisory Services, LLC | 0.00% | New | 321 | $8K |
| Morgan Stanley | 0.00% | Reduce -0.4% | 251 | $6K |
| Vanguard Advisers Inc. | 0.00% | New | 98 | $2K |
| Triumph Capital Management | 0.00% | Reduce -69.1% | 85 | $2K |
"% of holder's portfolio" is BUCK's weight in each manager's 13F, not the share of Simplify Treasury Option Inc. the manager owns.