Simplify Treasury OptionBUCKETF
13F holders, Q3 2025 (September 30)72holders −9
7new positions
16sold out
1famous investor
$23.85avg. 13F price*
At the end of Q3 2025, 72 institutions reported holding Simplify Treasury Option Inc. (BUCK) in their 13F filings, down 9 from Q2 2025. 7 opened new positions and 16 sold out. The largest holders were AE Wealth Management LLC ($24.7M), LPL Financial LLC ($15.4M) and Beacon Capital Management, LLC ($14.4M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.9M |
| Exits | 16 | $15.7M |
All 13F filers, Q2 2025 → Q3 2025: 774,441 shares bought and 1,359,513 shares sold, net −585,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| AE Wealth Management LLC | 0.16% | Reduce -8.2% | 1,033,643 | $24.7M |
| LPL Financial LLC | 0.00% | Add +36.2% | 646,224 | $15.4M |
| Beacon Capital Management, LLC | 2.05% | Reduce -10.7% | 604,120 | $14.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -0.3% | 377,901 | $9.0M |
| Elevated Capital Advisors, LLC | 2.24% | Add +72.0% | 376,857 | $9.0M |
| POM Investment Strategies, LLC | 4.02% | Add +12.5% | 310,080 | $7.4M |
| RiverTree Advisors, LLC | 4.69% | Add +0.0% | 307,001 | $7.3M |
| Park Edge Advisors, LLC | 1.51% | Reduce -24.0% | 273,745 | $6.5M |
| Wedbush Securities Inc. | 0.20% | Add +41.5% | 251,062 | $6.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +11.0% | 184,510 | $4.4M |
| Howard Bailey Securities, LLC | 0.97% | Add +7.0% | 142,513 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.0% | 139,189 | $3.3M |
| CreativeOne Wealth, LLC | 0.08% | Add +6.6% | 132,884 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | No change | 122,924 | $2.9M |
| Principal Securities, Inc. | 0.05% | Add +15.7% | 122,208 | $2.9M |
| Encompass More Asset Management | 0.50% | Reduce -44.9% | 108,954 | $2.6M |
| Authentikos Wealth Advisory, LLC | 1.43% | Reduce -6.4% | 90,960 | $2.2M |
| GK Wealth Management LLC | 1.54% | Reduce -13.1% | 86,930 | $2.1M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -15.2% | 69,682 | $1.7M |
| Integrated Advisors Network LLC | 0.07% | Add +21.3% | 68,859 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -3.4% | 66,010 | $1.6M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -18.3% | 63,459 | $1.5M |
| Impact Partnership Wealth, LLC | 0.22% | Add +119.2% | 62,198 | $1.5M |
| Tme Financial, Inc. | 1.08% | Add +3.1% | 60,200 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -52.8% | 59,418 | $1.4M |
| J Hagan Capital, Inc. | 0.78% | Add +15.6% | 54,087 | $1.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.30% | Add +24.5% | 52,409 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.14% | Add +43.8% | 49,395 | $1.2M |
| Fortis Capital Advisors, LLC | 0.17% | Reduce -14.2% | 44,834 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Reduce -14.2% | 44,834 | $1.1M |
| Caerus Investment Advisors, LLC | 0.42% | Reduce -26.8% | 42,523 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -41.1% | 41,687 | $994K |
| Blackston Financial Advisory Group, LLC | 0.56% | Add +42.5% | 39,663 | $946K |
| Andina Capital Management, LLC | 0.53% | Reduce -21.1% | 39,254 | $936K |
| Moors & Cabot, Inc. | 0.04% | Add +22.6% | 38,950 | $929K |
| Advisory Services Network, LLC | 0.01% | No change | 36,637 | $874K |
| Independent Advisor Alliance | 0.02% | New | 32,520 | $776K |
| Alpine Bank Wealth Management | 0.11% | Add +640.2% | 32,420 | $773K |
| Cambridge Advisors Inc. | 0.15% | Add +4.3% | 31,623 | $754K |
| Decker Retirement Planning Inc. | 0.38% | Reduce -3.9% | 29,036 | $693K |
| Prosperity Wealth Management, Inc. | 0.23% | Add +52.8% | 27,911 | $666K |
| Straight Path Wealth Management | 0.18% | Add +2.3% | 27,507 | $656K |
| Brookwood Investment Group LLC | 0.08% | Reduce -26.3% | 26,707 | $637K |
| SteelPeak Wealth, LLC | 0.02% | Add +41.4% | 25,947 | $619K |
| Legacy Wealth Managment, LLC | 0.28% | Add +16.3% | 25,841 | $616K |
| Old Mission Capital LLC | 0.02% | New | 24,719 | $590K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 24,221 | $578K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.9% | 22,181 | $529K |
| Soltis Investment Advisors LLC | 0.03% | Add +14.0% | 17,558 | $419K |
| Nwam LLC | 0.02% | Reduce -4.7% | 17,098 | $410K |
| Ethos Financial Group, LLC | 0.03% | Reduce -30.9% | 16,192 | $386K |
| Wolverine Trading, LLC | 0.01% | New | 15,807 | $376K |
| RFG Advisory, LLC | 0.01% | New | 15,326 | $366K |
| Private Advisor Group, LLC | 0.00% | Reduce -30.7% | 15,196 | $362K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -44.9% | 15,023 | $358K |
| JBR Co Financial Management Inc | 0.15% | No change | 14,600 | $348K |
| Guerra Advisors Inc | 0.12% | Reduce -7.1% | 14,091 | $336K |
| Sage Capital Advisors,llc | 0.07% | No change | 12,132 | $289K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -85.4% | 11,879 | $283K |
| Revisor Wealth Management LLC | 0.09% | Reduce -13.8% | 10,761 | $257K |
| Foundations Investment Advisors, LLC | 0.00% | New | 10,122 | $241K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -19.0% | 9,500 | $227K |
| NewEdge Advisors, LLC | 0.00% | Add +72.4% | 7,023 | $168K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.8% | 6,337 | $151K |
| PNC Financial Services Group, Inc. | 0.00% | Add +200.0% | 6,000 | $143K |
| Golden State Wealth Management, LLC | 0.01% | Add +49.2% | 5,026 | $120K |
| Private Trust Co. NA | 0.00% | Reduce -49.2% | 1,550 | $37K |
| Abich Financial Wealth Management LLC | 0.01% | — | 654 | $16K |
| Sound Income Strategies, LLC | 0.00% | New | 461 | $11K |
| Morgan Stanley | 0.00% | No change | 252 | $6K |
| Cwm, LLC | 0.00% | Add +539.1% | 147 | $3K |
| Wells Fargo & Company | 0.00% | No change | 1 | $28 |
"% of holder's portfolio" is BUCK's weight in each manager's 13F, not the share of Simplify Treasury Option Inc. the manager owns.