Simplify Treasury OptionBUCKETF
13F holders, Q2 2025 (June 30)81holders +2
18new positions
16sold out
1famous investor
$23.68avg. 13F price*
At the end of Q2 2025, 81 institutions reported holding Simplify Treasury Option Inc. (BUCK) in their 13F filings, up 2 from Q1 2025. 18 opened new positions and 16 sold out. The largest holders were AE Wealth Management LLC ($26.6M), Beacon Capital Management, LLC ($16.0M) and LPL Financial LLC ($11.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simplify Treasury Option Inc.
- CUSIP
- 82889N640
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $10.9M |
| Exits | 16 | $21.6M |
All 13F filers, Q1 2025 → Q2 2025: 1,727,209 shares bought and 1,321,881 shares sold, net +405,328 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| AE Wealth Management LLC | 0.19% | Add +13.9% | 1,126,495 | $26.6M |
| Beacon Capital Management, LLC | 2.16% | Reduce -0.2% | 676,304 | $16.0M |
| LPL Financial LLC | 0.00% | Add +5.6% | 474,377 | $11.2M |
| Kestra Advisory Services, LLC | 0.04% | Add +20.7% | 379,147 | $9.0M |
| Park Edge Advisors, LLC | 2.18% | Add +0.5% | 360,359 | $8.5M |
| RiverTree Advisors, LLC | 4.87% | Add +164.5% | 306,979 | $7.3M |
| POM Investment Strategies, LLC | 4.66% | Add +1.2% | 275,685 | $6.5M |
| Elevated Capital Advisors, LLC | 1.51% | No change | 219,040 | $5.4M |
| Compass Capital Corp. /Ma/ | 2.40% | Add +13.7% | 213,540 | $5.1M |
| Encompass More Asset Management | 1.09% | Reduce -24.9% | 197,794 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +193.8% | 196,052 | $4.6M |
| Wedbush Securities Inc. | 0.15% | Add +165.2% | 177,433 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +12.4% | 166,214 | $3.9M |
| Howard Bailey Securities, LLC | 0.97% | Add +3.6% | 133,144 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -47.3% | 125,943 | $3.0M |
| CreativeOne Wealth, LLC | 0.08% | Add +772.4% | 124,687 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +65.9% | 122,924 | $2.9M |
| Principal Securities, Inc. | 0.05% | Add +3555.4% | 105,606 | $2.5M |
| FSA Advisors, Inc. | 2.00% | Add +78.9% | 104,307 | $2.5M |
| GK Wealth Management LLC | 2.35% | Reduce -12.0% | 100,013 | $2.4M |
| Authentikos Wealth Advisory, LLC | 1.60% | Reduce -25.6% | 97,205 | $2.3M |
| Stratos Investment Management, LLC | 0.09% | Add +36.0% | 86,214 | $2.0M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -41.9% | 82,215 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.04% | New | 81,405 | $1.9M |
| WCG Wealth Advisors LLC | 0.12% | New | 77,700 | $1.8M |
| Wealth Advisors of Iowa, LLC | 0.69% | Add +114.7% | 77,656 | $1.8M |
| Citadel Advisors | 0.00% | New | 70,801 | $1.7M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -54.5% | 68,335 | $1.6M |
| Tme Financial, Inc. | 1.12% | Add +45.6% | 58,373 | $1.4M |
| Caerus Investment Advisors, LLC | 1.31% | New | 58,060 | $1.4M |
| Integrated Advisors Network LLC | 0.06% | Add +365.0% | 56,776 | $1.3M |
| Fortis Capital Advisors, LLC | 0.22% | Add +3.8% | 52,263 | $1.2M |
| Belpointe Asset Management LLC | 0.05% | Add +3.8% | 52,263 | $1.2M |
| Andina Capital Management, LLC | 0.82% | Add +0.5% | 49,759 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.7% | 49,280 | $1.2M |
| J Hagan Capital, Inc. | 0.75% | Reduce -28.9% | 46,791 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.25% | Add +109.0% | 42,103 | $995K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.0% | 36,637 | $865K |
| Brookwood Investment Group LLC | 0.14% | Add +114.6% | 36,244 | $857K |
| Ferguson Shapiro LLC | 0.28% | Reduce -4.7% | 35,210 | $832K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Add +13.6% | 34,356 | $812K |
| Moors & Cabot, Inc. | 0.03% | Add +41.0% | 31,770 | $751K |
| Cambridge Advisors Inc. | 0.15% | Add +44.2% | 30,316 | $717K |
| Decker Retirement Planning Inc. | 0.41% | Add +120.3% | 30,202 | $714K |
| Impact Partnership Wealth, LLC | 0.12% | New | 28,372 | $671K |
| Blackston Financial Advisory Group, LLC | 0.41% | New | 27,832 | $658K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +3.6% | 27,244 | $644K |
| Straight Path Wealth Management | 0.22% | Add +2.0% | 26,895 | $636K |
| Ethos Financial Group, LLC | 0.05% | Add +33.5% | 23,423 | $554K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.6% | 23,314 | $551K |
| Legacy Investment Solutions, LLC | 0.28% | — | 22,217 | $525K |
| Legacy Wealth Managment, LLC | 0.28% | Reduce -1.9% | 22,217 | $525K |
| Private Advisor Group, LLC | 0.00% | Reduce -60.8% | 21,923 | $518K |
| Financial Advocates Investment Management | 0.04% | New | 20,100 | $475K |
| Jane Street Group, LLC | 0.00% | New | 19,538 | $462K |
| SteelPeak Wealth, LLC | 0.02% | Add +61.6% | 18,349 | $434K |
| Prosperity Wealth Management, Inc. | 0.16% | New | 18,271 | $432K |
| Nwam LLC | 0.02% | Reduce -14.1% | 17,944 | $423K |
| Soltis Investment Advisors LLC | 0.03% | New | 15,407 | $364K |
| Guerra Advisors Inc | 0.17% | New | 15,163 | $358K |
| JBR Co Financial Management Inc | 0.17% | No change | 14,600 | $345K |
| Park Square Financial Group, LLC | 0.22% | Add +447.3% | 13,107 | $310K |
| Revisor Wealth Management LLC | 0.11% | Reduce -24.3% | 12,487 | $296K |
| Sage Capital Advisors,llc | 0.07% | No change | 12,132 | $287K |
| Inspire Advisors, LLC | 0.03% | Reduce -6.1% | 11,746 | $278K |
| Mercer Global Advisors Inc. | 0.00% | New | 11,728 | $277K |
| Transce3nd, LLC | 0.09% | Reduce -6.2% | 9,455 | $224K |
| Tounjian Advisory Partners, LLC | 0.04% | Reduce -25.2% | 8,704 | $215K |
| Arax Advisory Partners | 0.01% | Add +88.2% | 6,963 | $165K |
| Harbour Investments, Inc. | 0.00% | Add +226.0% | 6,520 | $154K |
| Alpine Bank Wealth Management | 0.02% | New | 4,380 | $104K |
| NewEdge Advisors, LLC | 0.00% | Add +83.2% | 4,073 | $96K |
| Golden State Wealth Management, LLC | 0.01% | New | 3,369 | $80K |
| Private Trust Co. NA | 0.01% | Reduce -24.7% | 3,050 | $72K |
| NFSG Corp | 0.01% | New | 2,610 | $62K |
| Raymond James Financial Inc. | 0.00% | New | 2,020 | $48K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,000 | $47K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 402 | $10K |
| Morgan Stanley | 0.00% | Add +25100.0% | 252 | $6K |
| Cwm, LLC | 0.00% | Add +228.6% | 23 | $1K |
| Wells Fargo & Company | 0.00% | No change | 1 | $25 |
"% of holder's portfolio" is BUCK's weight in each manager's 13F, not the share of Simplify Treasury Option Inc. the manager owns.