Simplify Treasury OptionBUCKETF
13F holders, Q4 2025 (December 31)87holders +15
20new positions
6sold out
1famous investor
$23.71avg. 13F price*
At the end of Q4 2025, 87 institutions reported holding Simplify Treasury Option Inc. (BUCK) in their 13F filings, up 15 from Q3 2025. 20 opened new positions and 6 sold out. The largest holders were AE Wealth Management LLC ($27.6M), LPL Financial LLC ($15.5M) and Elevated Capital Advisors, LLC ($10.6M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $10.9M |
| Exits | 6 | $2.9M |
All 13F filers, Q3 2025 → Q4 2025: 1,168,834 shares bought and 1,111,009 shares sold, net +57,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| AE Wealth Management LLC | 0.16% | Add +12.6% | 1,164,244 | $27.6M |
| LPL Financial LLC | 0.00% | Add +1.1% | 653,105 | $15.5M |
| Elevated Capital Advisors, LLC | 2.48% | Add +19.1% | 448,925 | $10.6M |
| RiverTree Advisors, LLC | 4.76% | Add +2.6% | 315,004 | $7.5M |
| POM Investment Strategies, LLC | 3.56% | Reduce -5.7% | 292,378 | $6.9M |
| Wedbush Securities Inc. | 0.18% | Add +3.8% | 260,525 | $6.2M |
| Park Edge Advisors, LLC | 1.21% | Reduce -17.7% | 225,404 | $5.3M |
| Principal Securities, Inc. | 0.07% | Add +67.1% | 204,192 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +7.0% | 197,522 | $4.7M |
| Key Capital Management, INC | 4.49% | — | 191,273 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +36.0% | 189,230 | $4.5M |
| Beacon Capital Management, LLC | 0.58% | Reduce -73.9% | 157,460 | $3.7M |
| Howard Bailey Securities, LLC | 1.45% | Add +9.2% | 155,592 | $3.7M |
| B.O.S.S. Retirement Advisors, LLC | 0.93% | Add +138.9% | 125,208 | $3.0M |
| FSA Advisors, Inc. | 1.98% | New | 120,380 | $2.9M |
| Owen LaRue, LLC | 0.99% | New | 110,354 | $2.6M |
| Encompass More Asset Management | 0.48% | Add +1.1% | 110,138 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -71.2% | 109,036 | $2.6M |
| WCG Wealth Advisors LLC | 0.07% | Add +62.2% | 102,933 | $2.4M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -24.9% | 99,809 | $2.4M |
| Authentikos Wealth Advisory, LLC | 1.49% | Add +4.7% | 95,250 | $2.3M |
| GK Wealth Management LLC | 1.47% | Reduce -2.7% | 84,552 | $2.0M |
| Impact Partnership Wealth, LLC | 0.24% | Add +29.3% | 80,389 | $1.9M |
| Compass Capital Corp. /Ma/ | 0.71% | New | 77,454 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +3.0% | 68,020 | $1.6M |
| Lane Brothers & Co. Inc. | 1.15% | — | 67,154 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -4.5% | 66,529 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +8.2% | 64,261 | $1.5M |
| Tme Financial, Inc. | 1.05% | Add +5.0% | 63,183 | $1.5M |
| Integrated Advisors Network LLC | 0.06% | Reduce -13.1% | 59,832 | $1.4M |
| Blackston Financial Advisory Group, LLC | 0.84% | Add +47.5% | 58,505 | $1.4M |
| SteelPeak Wealth, LLC | 0.04% | Add +118.9% | 56,800 | $1.3M |
| Caerus Investment Advisors, LLC | 0.44% | Add +30.1% | 55,304 | $1.3M |
| Fortis Capital Advisors, LLC | 0.19% | Add +20.2% | 53,909 | $1.3M |
| Belpointe Asset Management LLC | 0.05% | Add +20.2% | 53,909 | $1.3M |
| Cambridge Advisors Inc. | 0.22% | Add +56.0% | 49,326 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.13% | Reduce -0.2% | 49,274 | $1.2M |
| Independent Advisor Alliance | 0.03% | Add +47.5% | 47,975 | $1.1M |
| Networth Advisors, LLC | 0.72% | — | 41,223 | $977K |
| Advisory Services Network, LLC | 0.01% | Add +6.0% | 38,848 | $921K |
| Andina Capital Management, LLC | 0.54% | Reduce -4.4% | 37,513 | $889K |
| Moors & Cabot, Inc. | 0.04% | Reduce -9.3% | 35,340 | $838K |
| Brookwood Investment Group LLC | 0.10% | Add +29.1% | 34,466 | $817K |
| Alpine Bank Wealth Management | 0.12% | Add +5.8% | 34,294 | $813K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -72.8% | 33,380 | $791K |
| Old Mission Capital LLC | 0.03% | Add +30.7% | 32,300 | $766K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +32.2% | 32,031 | $759K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +43.0% | 31,707 | $752K |
| Straight Path Wealth Management | 0.17% | Reduce -3.4% | 26,575 | $630K |
| Revisor Wealth Management LLC | 0.17% | Add +141.2% | 25,952 | $616K |
| Prosperity Wealth Management, Inc. | 0.19% | Reduce -14.7% | 23,807 | $564K |
| Sanctuary Advisors, LLC | 0.00% | New | 21,340 | $506K |
| Legacy Wealth Managment, LLC | 0.24% | Reduce -18.2% | 21,148 | $501K |
| Mosley Wealth Management | 0.22% | — | 20,447 | $488K |
| Lloyd Advisory Services, LLC. | 0.19% | New | 20,228 | $480K |
| Soltis Investment Advisors LLC | 0.03% | Add +11.4% | 19,561 | $464K |
| Jane Street Group, LLC | 0.00% | New | 17,609 | $417K |
| Decker Retirement Planning Inc. | 0.20% | Reduce -41.5% | 16,983 | $403K |
| RFG Advisory, LLC | 0.01% | Add +4.3% | 15,980 | $379K |
| HRT Financial LP | 0.00% | New | 14,520 | $344K |
| Foundations Investment Advisors, LLC | 0.00% | Add +42.4% | 14,411 | $342K |
| NFSG Corp | 0.05% | New | 13,645 | $323K |
| Private Advisor Group, LLC | 0.00% | Reduce -11.1% | 13,516 | $320K |
| Captrust Financial Advisors | 0.00% | New | 12,531 | $297K |
| Sage Capital Advisors,llc | 0.07% | No change | 12,132 | $288K |
| Citadel Advisors | 0.00% | Reduce -72.0% | 11,684 | $277K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -24.8% | 11,299 | $268K |
| Leo Wealth, LLC | 0.02% | New | 10,332 | $245K |
| Reyes Financial Architecture, Inc. | 0.15% | New | 10,180 | $241K |
| Koshinski Asset Management, Inc. | 0.01% | New | 9,111 | $216K |
| Advisor OS, LLC | 0.02% | New | 8,989 | $213K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.7% | 6,971 | $165K |
| Arax Advisory Partners | 0.00% | New | 6,744 | $160K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,000 | $142K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.8% | 5,067 | $120K |
| Winnacle Wealth LLC | 0.04% | New | 2,109 | $51K |
| Sound Income Strategies, LLC | 0.00% | Add +360.7% | 2,124 | $51K |
| Hollencrest Capital Management | 0.00% | New | 2,090 | $50K |
| Cwm, LLC | 0.00% | Add +1210.2% | 1,926 | $46K |
| Lanark Financial, Inc. | 0.00% | New | 1,782 | $42K |
| Private Trust Co. NA | 0.00% | No change | 1,550 | $37K |
| UBS Group AG | 0.00% | New | 1,490 | $35K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 600 | $14K |
| Triumph Capital Management | 0.00% | New | 275 | $7K |
| Morgan Stanley | 0.00% | No change | 252 | $6K |
| Harbour Investments, Inc. | 0.00% | Reduce -97.8% | 142 | $3K |
| Wells Fargo & Company | 0.00% | No change | 1 | $21 |
"% of holder's portfolio" is BUCK's weight in each manager's 13F, not the share of Simplify Treasury Option Inc. the manager owns.