Simplify Treasury OptionBUCKETF
13F holders, Q1 2025 (March 31)79holders +29
40new positions
13sold out
$24.65avg. 13F price*
At the end of Q1 2025, 79 institutions reported holding Simplify Treasury Option Inc. (BUCK) in their 13F filings, up 29 from Q4 2024. 40 opened new positions and 13 sold out. The largest holders were AE Wealth Management LLC ($24.4M), Beacon Capital Management, LLC ($16.7M) and Peak Financial Advisors LLC ($13.0M).
- Company
- Simplify Treasury Option Inc.
- CUSIP
- 82889N640
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $47.1M |
| Exits | 13 | $113.0M |
All 13F filers, Q4 2024 → Q1 2025: 3,857,280 shares bought and 4,724,751 shares sold, net −867,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| AE Wealth Management LLC | 0.21% | Add +18.4% | 989,072 | $24.4M |
| Beacon Capital Management, LLC | 2.26% | Add +88.8% | 677,368 | $16.7M |
| Peak Financial Advisors LLC | 6.64% | Add +0.8% | 528,745 | $13.0M |
| LPL Financial LLC | 0.00% | Add +548.7% | 449,105 | $11.1M |
| Park Edge Advisors, LLC | 2.46% | Reduce -18.6% | 358,423 | $8.8M |
| Kestra Advisory Services, LLC | 0.04% | Add +73.4% | 314,048 | $7.8M |
| POM Investment Strategies, LLC | 7.86% | New | 272,382 | $6.7M |
| Encompass More Asset Management | 1.94% | Add +58.8% | 263,302 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +6824.7% | 239,042 | $5.9M |
| Elevated Capital Advisors, LLC | 1.51% | Add +224.4% | 219,040 | $5.4M |
| Compass Capital Corp. /Ma/ | 2.31% | Add +1.8% | 187,802 | $4.4M |
| Prime Capital Investment Advisors, LLC | 0.04% | New | 150,209 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.04% | New | 147,848 | $3.6M |
| Orion Portfolio Solutions, LLC | 0.04% | New | 147,848 | $3.6M |
| Farther Finance Advisors, LLC | 0.09% | Add +55.5% | 141,576 | $3.5M |
| Authentikos Wealth Advisory, LLC | 2.52% | Add +782.7% | 130,578 | $3.2M |
| Howard Bailey Securities, LLC | 1.06% | Add +679.0% | 128,564 | $3.2M |
| RiverTree Advisors, LLC | 1.92% | New | 116,065 | $2.9M |
| GK Wealth Management LLC | 3.50% | New | 113,653 | $2.8M |
| Townsquare Capital LLC | 0.03% | New | 99,197 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | New | 74,096 | $1.8M |
| Wedbush Securities Inc. | 0.06% | Add +237.9% | 66,914 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | New | 66,740 | $1.6M |
| J Hagan Capital, Inc. | 1.31% | — | 65,797 | $1.6M |
| Stratos Investment Management, LLC | 0.08% | New | 63,410 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +132.1% | 59,169 | $1.5M |
| FSA Advisors, Inc. | 1.14% | Add +92.7% | 58,301 | $1.4M |
| GenTrust, LLC | 0.07% | New | 58,278 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +484.9% | 55,978 | $1.4M |
| Fortis Capital Advisors, LLC | 0.25% | New | 50,345 | $1.2M |
| Belpointe Asset Management LLC | 0.06% | New | 50,345 | $1.2M |
| Andina Capital Management, LLC | 0.87% | New | 49,526 | $1.2M |
| Tme Financial, Inc. | 0.86% | New | 40,080 | $989K |
| Spinnaker Investment Group, LLC | 0.22% | New | 40,014 | $988K |
| TD Waterhouse Canada Inc. | 0.01% | New | 37,400 | $923K |
| Ferguson Shapiro LLC | 0.34% | Reduce -3.4% | 36,962 | $912K |
| Advisory Services Network, LLC | 0.02% | New | 36,651 | $905K |
| Wealth Advisors of Iowa, LLC | 0.38% | New | 36,174 | $893K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Add +5.8% | 30,239 | $746K |
| Napa Wealth Management | 0.41% | New | 29,842 | $737K |
| Stratos Wealth Advisors, LLC | 0.04% | New | 29,798 | $735K |
| Straight Path Wealth Management | 0.26% | Add +22.2% | 26,370 | $651K |
| Wealthcare Advisory Partners LLC | 0.02% | New | 26,303 | $649K |
| Legacy Wealth Managment, LLC | 0.41% | Reduce -21.6% | 22,649 | $559K |
| Moors & Cabot, Inc. | 0.03% | New | 22,531 | $556K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 22,286 | $550K |
| Cambridge Advisors Inc. | 0.11% | Add +30.0% | 21,028 | $519K |
| Nwam LLC | 0.04% | Reduce -5.2% | 20,879 | $515K |
| B.O.S.S. Retirement Advisors, LLC | 0.14% | Reduce -58.9% | 20,143 | $497K |
| Ethos Financial Group, LLC | 0.04% | New | 17,548 | $433K |
| Brookwood Investment Group LLC | 0.07% | — | 16,887 | $417K |
| Revisor Wealth Management LLC | 0.18% | New | 16,499 | $407K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +4.9% | 16,234 | $401K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.9% | 16,234 | $401K |
| JBR Co Financial Management Inc | 0.21% | New | 14,600 | $360K |
| CreativeOne Wealth, LLC | 0.01% | New | 14,292 | $353K |
| Decker Retirement Planning Inc. | 0.21% | Add +335.0% | 13,710 | $338K |
| Inspire Advisors, LLC | 0.04% | Add +7.9% | 12,511 | $309K |
| Integrated Advisors Network LLC | 0.02% | New | 12,211 | $301K |
| Sage Capital Advisors,llc | 0.08% | New | 12,132 | $299K |
| Tounjian Advisory Partners, LLC | 0.05% | — | 11,632 | $287K |
| SteelPeak Wealth, LLC | 0.01% | New | 11,354 | $280K |
| Smith Anglin Financial, LLC | 0.03% | New | 11,040 | $272K |
| Transce3nd, LLC | 0.11% | Add +1424.7% | 10,078 | $249K |
| Janney Montgomery Scott LLC | 0.00% | New | 8,546 | $211K |
| Private Trust Co. NA | 0.01% | New | 4,050 | $100K |
| Arax Advisory Partners | 0.01% | New | 3,699 | $91K |
| Principal Securities, Inc. | 0.00% | No change | 2,889 | $71K |
| Park Square Financial Group, LLC | 0.05% | Add +1115.7% | 2,395 | $59K |
| NewEdge Advisors, LLC | 0.00% | Add +2123.0% | 2,223 | $55K |
| Harbour Investments, Inc. | 0.00% | Reduce -34.3% | 2,000 | $49K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 900 | $22K |
| WealthTrak Capital Management LLC | 0.00% | New | 166 | $4K |
| Sunbelt Securities, Inc. | 0.00% | New | 100 | $2K |
| Lord & Richards Wealth Management, LLC | 0.00% | New | 37 | $913 |
| UBS Group AG | 0.00% | New | 20 | $494 |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $46 |
| Wells Fargo & Company | 0.00% | No change | 1 | $37 |
| 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.