Simplify Treasury OptionBUCKETF
13F holders, Q1 2024 (March 31)14holders
$25.07avg. 13F price*
At the end of Q1 2024, 14 institutions reported holding Simplify Treasury Option Inc. (BUCK) in their 13F filings. The largest holders were Simplify Asset Management Inc. ($79.7M), Park Edge Advisors, LLC ($10.0M) and AE Wealth Management LLC ($4.7M).
- Company
- Simplify Treasury Option Inc.
- CUSIP
- 82889N640
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $10.2M |
| Exits | 1 | $46K |
Ownership 14 holders
| Simplify Asset Management Inc. | 7.64% | Add +197.3% | 3,179,679 | $79.7M |
| Park Edge Advisors, LLC | 2.79% | Add +9.3% | 399,210 | $10.0M |
| AE Wealth Management LLC | 0.05% | New | 187,381 | $4.7M |
| Encompass More Asset Management | 3.23% | New | 155,768 | $3.9M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +12.0% | 33,192 | $832K |
| Jane Street Group, LLC | 0.00% | New | 32,497 | $815K |
| Nwam LLC | 0.05% | New | 23,791 | $589K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +39.0% | 18,644 | $468K |
| Authentikos Wealth Advisory, LLC | 0.23% | New | 9,080 | $228K |
| UBS Group AG | 0.00% | Add +181.7% | 400 | $10K |
| Pineridge Advisors LLC | 0.00% | New | 265 | $7K |
| Tucker Asset Management LLC | 0.00% | Reduce -97.5% | 30 | $752 |
| Richard W. Paul & Associates, LLC | 0.00% | New | 30 | $742 |
| Morgan Stanley | 0.00% | New | 1 | $36 |
"% of holder's portfolio" is BUCK's weight in each manager's 13F, not the share of Simplify Treasury Option Inc. the manager owns.