Simplify Treasury OptionBUCKETF
13F holders, Q4 2024 (December 31)50holders +17
13new positions
2sold out
$24.54avg. 13F price*
At the end of Q4 2024, 50 institutions reported holding Simplify Treasury Option Inc. (BUCK) in their 13F filings, up 17 from Q3 2024. 13 opened new positions and 2 sold out. The largest holders were Simplify Asset Management Inc. ($109.2M), AE Wealth Management LLC ($20.5M) and Peak Financial Advisors LLC ($12.9M).
- Company
- Simplify Treasury Option Inc.
- CUSIP
- 82889N640
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $14.9M |
| Exits | 2 | $477K |
All 13F filers, Q3 2024 → Q4 2024: 1,483,195 shares bought and 102,534 shares sold, net +1,380,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Simplify Asset Management Inc. | 7.59% | No change | 4,448,579 | $109.2M |
| AE Wealth Management LLC | 0.17% | Add +207.3% | 835,096 | $20.5M |
| Peak Financial Advisors LLC | 6.70% | Add +2.9% | 524,719 | $12.9M |
| Park Edge Advisors, LLC | 3.14% | Reduce -1.5% | 440,495 | $10.8M |
| Beacon Capital Management, LLC | 1.15% | New | 358,754 | $8.8M |
| Compass Capital Corp. /Ma/ | 1.76% | — | 184,431 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +211.2% | 181,073 | $4.4M |
| Encompass More Asset Management | 1.34% | Add +11.0% | 165,801 | $4.1M |
| Farther Finance Advisors, LLC | 0.08% | Add +2884.8% | 91,067 | $2.2M |
| Lloyd Advisory Services, LLC. | 0.81% | Reduce -2.5% | 69,378 | $1.7M |
| LPL Financial LLC | 0.00% | New | 69,234 | $1.7M |
| Elevated Capital Advisors, LLC | 0.45% | Add +267.8% | 67,516 | $1.7M |
| B.O.S.S. Retirement Advisors, LLC | 0.34% | New | 48,949 | $1.2M |
| Mid-American Wealth Advisory Group, Inc. | 0.57% | Add +58.1% | 39,284 | $964K |
| Ferguson Shapiro LLC | 0.35% | Reduce -10.5% | 38,249 | $939K |
| FSA Advisors, Inc. | 0.91% | New | 30,260 | $743K |
| Legacy Investment Solutions, LLC | 0.47% | Reduce -9.8% | 28,904 | $716K |
| Legacy Wealth Managment, LLC | 0.47% | Reduce -9.8% | 28,904 | $716K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Add +5.3% | 28,584 | $701K |
| Commonwealth Equity Services, LLC | 0.00% | New | 25,488 | $625K |
| Nwam LLC | 0.03% | Reduce -5.3% | 22,023 | $540K |
| Straight Path Wealth Management | 0.21% | New | 21,575 | $529K |
| Wedbush Securities Inc. | 0.02% | New | 19,803 | $486K |
| Howard Bailey Securities, LLC | 0.15% | Reduce -3.9% | 16,504 | $405K |
| Cambridge Advisors Inc. | 0.09% | New | 16,177 | $397K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -22.9% | 15,480 | $380K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -22.9% | 15,480 | $380K |
| Authentikos Wealth Advisory, LLC | 0.36% | Add +10.8% | 14,793 | $363K |
| Jane Street Group, LLC | 0.00% | Reduce -74.5% | 14,608 | $358K |
| Great Lakes Retirement, Inc. | 0.04% | Reduce -2.1% | 12,664 | $311K |
| Csenge Advisory Group | 0.02% | Add +2.9% | 12,288 | $302K |
| Inspire Advisors, LLC | 0.03% | Add +13.0% | 11,593 | $284K |
| Private Advisor Group, LLC | 0.00% | New | 9,571 | $235K |
| Royal Bank of Canada | 0.00% | New | 4,810 | $118K |
| Osaic Holdings, Inc. | 0.00% | Reduce -72.1% | 3,452 | $85K |
| Decker Retirement Planning Inc. | 0.04% | — | 3,152 | $77K |
| Harbour Investments, Inc. | 0.00% | New | 3,045 | $75K |
| Principal Securities, Inc. | 0.00% | Add +283.2% | 2,889 | $71K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 1,523 | $37K |
| Transce3nd, LLC | 0.01% | — | 661 | $16K |
| Capital A Wealth Management, LLC | 0.03% | — | 651 | $16K |
| Park Square Financial Group, LLC | 0.00% | — | 197 | $5K |
| Pineridge Advisors LLC | 0.00% | Reduce -32.5% | 166 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 158 | $4K |
| NewEdge Advisors, LLC | 0.00% | Reduce -88.9% | 100 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 31 | $770 |
| Morgan Stanley | 0.00% | New | 2 | $52 |
| FMR LLC | 0.00% | New | 1 | $25 |
| Wells Fargo & Company | 0.00% | Reduce -97.4% | 1 | $16 |
| 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.