Simplify Treasury OptionBUCKETF
13F holders, Q2 2024 (June 30)23holders +9
12new positions
3sold out
$24.62avg. 13F price*
At the end of Q2 2024, 23 institutions reported holding Simplify Treasury Option Inc. (BUCK) in their 13F filings, up 9 from Q1 2024. 12 opened new positions and 3 sold out. The largest holders were Simplify Asset Management Inc. ($79.2M), Park Edge Advisors, LLC ($10.4M) and Peak Financial Advisors LLC ($6.2M).
- Company
- Simplify Treasury Option Inc.
- CUSIP
- 82889N640
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $11.2M |
| Exits | 3 | $238K |
All 13F filers, Q1 2024 → Q2 2024: 560,092 shares bought and 58,185 shares sold, net +501,907 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Simplify Asset Management Inc. | 6.95% | Add +1.1% | 3,216,098 | $79.2M |
| Park Edge Advisors, LLC | 3.17% | Add +5.5% | 421,229 | $10.4M |
| Peak Financial Advisors LLC | 3.55% | New | 250,994 | $6.2M |
| AE Wealth Management LLC | 0.05% | Add +17.2% | 219,580 | $5.4M |
| Encompass More Asset Management | 3.00% | Add +9.8% | 171,002 | $4.2M |
| Lloyd Advisory Services, LLC. | 0.82% | New | 70,381 | $1.7M |
| Ferguson Shapiro LLC | 0.43% | New | 44,711 | $1.1M |
| Nwam LLC | 0.17% | Reduce -1.3% | 23,483 | $578K |
| Kestra Advisory Services, LLC | 0.00% | New | 20,317 | $500K |
| Mid-American Wealth Advisory Group, Inc. | 0.24% | New | 15,009 | $370K |
| Redhawk Wealth Advisors, Inc. | 0.06% | New | 14,783 | $364K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -56.2% | 14,535 | $358K |
| Jane Street Group, LLC | 0.00% | Reduce -59.1% | 13,281 | $327K |
| Great Lakes Retirement, Inc. | 0.04% | New | 13,158 | $324K |
| Elevated Capital Advisors, LLC | 0.08% | New | 12,024 | $296K |
| Old Mission Capital LLC | 0.01% | New | 9,550 | $235K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -56.2% | 8,163 | $201K |
| Osaic Holdings, Inc. | 0.00% | New | 2,532 | $62K |
| Principal Securities, Inc. | 0.00% | New | 754 | $19K |
| Pineridge Advisors LLC | 0.00% | Reduce -4.9% | 252 | $6K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 30 | $743 |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $53 |
| Cwm, LLC | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is BUCK's weight in each manager's 13F, not the share of Simplify Treasury Option Inc. the manager owns.