Simplify Treasury OptionBUCKETF
13F holders, Q3 2024 (September 30)33holders +10
10new positions
4sold out
$24.58avg. 13F price*
At the end of Q3 2024, 33 institutions reported holding Simplify Treasury Option Inc. (BUCK) in their 13F filings, up 10 from Q2 2024. 10 opened new positions and 4 sold out. The largest holders were Simplify Asset Management Inc. ($109.3M), Peak Financial Advisors LLC ($12.5M) and Park Edge Advisors, LLC ($11.0M).
- Company
- Simplify Treasury Option Inc.
- CUSIP
- 82889N640
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.4M |
| Exits | 4 | $794K |
All 13F filers, Q2 2024 → Q3 2024: 1,789,829 shares bought and 56,238 shares sold, net +1,733,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Simplify Asset Management Inc. | 7.52% | Add +38.3% | 4,448,579 | $109.3M |
| Peak Financial Advisors LLC | 6.45% | Add +103.2% | 510,063 | $12.5M |
| Park Edge Advisors, LLC | 3.14% | Add +6.2% | 447,266 | $11.0M |
| AE Wealth Management LLC | 0.06% | Add +23.8% | 271,797 | $6.7M |
| Encompass More Asset Management | 1.40% | Reduce -12.6% | 149,425 | $3.7M |
| Lloyd Advisory Services, LLC. | 0.85% | Add +1.1% | 71,123 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +186.4% | 58,184 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +331.0% | 57,241 | $1.4M |
| Ferguson Shapiro LLC | 0.39% | Reduce -4.4% | 42,756 | $1.1M |
| Legacy Investment Solutions, LLC | 0.48% | — | 32,053 | $789K |
| Legacy Wealth Managment, LLC | 0.48% | — | 32,053 | $789K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Add +83.7% | 27,150 | $667K |
| Mid-American Wealth Advisory Group, Inc. | 0.38% | Add +65.5% | 24,839 | $611K |
| Nwam LLC | 0.03% | Reduce -0.9% | 23,261 | $572K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 20,077 | $496K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 20,077 | $493K |
| SFG Wealth Management, LLC. | 0.25% | New | 19,363 | $476K |
| Elevated Capital Advisors, LLC | 0.12% | Add +52.7% | 18,356 | $451K |
| Howard Bailey Securities, LLC | 0.16% | — | 17,164 | $422K |
| Authentikos Wealth Advisory, LLC | 0.32% | New | 13,351 | $328K |
| Great Lakes Retirement, Inc. | 0.04% | Reduce -1.7% | 12,930 | $318K |
| Osaic Holdings, Inc. | 0.00% | Add +387.9% | 12,355 | $304K |
| Csenge Advisory Group | 0.02% | New | 11,945 | $293K |
| Inspire Advisors, LLC | 0.03% | New | 10,262 | $252K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,051 | $75K |
| Ascentis Wealth Management, LLC | 0.01% | — | 1,523 | $37K |
| NewEdge Advisors, LLC | 0.00% | New | 900 | $22K |
| Principal Securities, Inc. | 0.00% | No change | 754 | $19K |
| Pineridge Advisors LLC | 0.00% | Reduce -2.4% | 246 | $6K |
| Wells Fargo & Company | 0.00% | New | 39 | $959 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 38 | $934 |
| Richard W. Paul & Associates, LLC | 0.00% | Add +3.3% | 31 | $760 |
| Cwm, LLC | 0.00% | No change | 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.