Simplify Treasury OptionBUCKETF
13F holders, Q1 2026 (March 31)88holders +1
13new positions
11sold out
$23.51avg. 13F price*
At the end of Q1 2026, 88 institutions reported holding Simplify Treasury Option Inc. (BUCK) in their 13F filings, up 1 from Q4 2025. 13 opened new positions and 11 sold out. The largest holders were Simplify Asset Management Inc. ($40.0M), AE Wealth Management LLC ($23.6M) and LPL Financial LLC ($19.4M).
- Company
- Simplify Treasury Option Inc.
- CUSIP
- 82889N640
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $54.8M |
| Exits | 11 | $8.8M |
All 13F filers, Q4 2025 → Q1 2026: 3,812,726 shares bought and 1,265,368 shares sold, net +2,547,358 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Simplify Asset Management Inc. | 0.62% | New | 1,700,000 | $40.0M |
| AE Wealth Management LLC | 0.13% | Reduce -13.7% | 1,005,237 | $23.6M |
| LPL Financial LLC | 0.01% | Add +26.4% | 825,521 | $19.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +203.7% | 574,740 | $13.5M |
| Elevated Capital Advisors, LLC | 2.61% | Reduce -1.7% | 441,417 | $10.4M |
| Principal Securities, Inc. | 0.14% | Add +101.5% | 411,536 | $9.7M |
| RiverTree Advisors, LLC | 4.63% | Reduce -1.2% | 311,262 | $7.3M |
| VanWeelden Wealth Management, LLC | 5.70% | New | 304,046 | $7.1M |
| Wedbush Securities Inc. | 0.20% | Add +14.3% | 297,732 | $7.0M |
| Owen LaRue, LLC | 2.31% | Add +132.1% | 256,075 | $6.0M |
| Key Capital Management, INC | 3.52% | Add +18.6% | 226,781 | $5.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +8.8% | 214,797 | $5.0M |
| Howard Bailey Securities, LLC | 1.67% | Add +11.3% | 173,204 | $4.1M |
| Park Edge Advisors, LLC | 0.76% | Reduce -37.9% | 140,046 | $3.3M |
| Captrust Financial Advisors | 0.01% | Add +1016.6% | 139,917 | $3.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.97% | Add +8.1% | 135,332 | $3.2M |
| FSA Advisors, Inc. | 1.86% | Reduce -0.3% | 120,011 | $2.8M |
| Fiduciary Alliance LLC | 0.17% | New | 118,006 | $2.8M |
| Encompass More Asset Management | 0.47% | Add +6.6% | 117,407 | $2.8M |
| Beacon Capital Management, LLC | 0.42% | Reduce -36.2% | 100,518 | $2.4M |
| Impact Partnership Wealth, LLC | 0.29% | Add +24.9% | 100,402 | $2.4M |
| Authentikos Wealth Advisory, LLC | 1.41% | Reduce -7.0% | 88,578 | $2.1M |
| Reyes Financial Architecture, Inc. | 1.69% | Add +764.2% | 87,980 | $2.1M |
| SMART Wealth LLC | 0.59% | New | 86,417 | $2.0M |
| WCG Wealth Advisors LLC | 0.05% | Reduce -29.5% | 72,613 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +8.7% | 69,827 | $1.6M |
| Blackston Financial Advisory Group, LLC | 1.01% | Add +17.1% | 68,492 | $1.6M |
| Lane Brothers & Co. Inc. | 1.15% | No change | 67,154 | $1.6M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -37.0% | 62,856 | $1.5M |
| Alpine Bank Wealth Management | 0.20% | Add +69.9% | 58,278 | $1.4M |
| Independent Advisor Alliance | 0.01% | Add +18.7% | 56,925 | $1.3M |
| SteelPeak Wealth, LLC | 0.04% | Reduce -6.2% | 53,284 | $1.3M |
| Compass Capital Corp. /Ma/ | 0.45% | Reduce -31.5% | 53,048 | $1.2M |
| Cambridge Advisors Inc. | 0.23% | Add +3.6% | 51,120 | $1.2M |
| Networth Advisors, LLC | 0.84% | Add +22.5% | 50,491 | $1.2M |
| Brookwood Investment Group LLC | 0.15% | Add +45.0% | 49,991 | $1.2M |
| Caerus Investment Advisors, LLC | 0.48% | Reduce -13.4% | 47,886 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Add +226.9% | 44,190 | $1.0M |
| Integrated Advisors Network LLC | 0.05% | Reduce -28.4% | 42,829 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -61.9% | 41,576 | $977K |
| Redhawk Wealth Advisors, Inc. | 0.11% | Reduce -16.3% | 41,251 | $970K |
| Advisory Services Network, LLC | 0.01% | No change | 38,848 | $913K |
| Tme Financial, Inc. | 0.62% | Reduce -39.4% | 38,311 | $900K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +17.3% | 37,563 | $883K |
| Moors & Cabot, Inc. | 0.04% | Add +5.3% | 37,201 | $874K |
| Soltis Investment Advisors LLC | 0.06% | Add +84.6% | 36,116 | $849K |
| Integrated Wealth Concepts LLC | 0.01% | New | 34,504 | $811K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.1% | 33,644 | $791K |
| Andina Capital Management, LLC | 0.70% | Reduce -11.4% | 33,225 | $781K |
| Arax Advisory Partners | 0.02% | Add +377.7% | 32,215 | $757K |
| Jane Street Group, LLC | 0.00% | Add +71.7% | 30,238 | $711K |
| Sanctuary Advisors, LLC | 0.00% | Add +40.8% | 30,036 | $706K |
| Legacy Wealth Managment, LLC | 0.29% | Add +16.6% | 24,666 | $580K |
| Revisor Wealth Management LLC | 0.16% | Reduce -6.1% | 24,358 | $573K |
| Straight Path Wealth Management | 0.15% | Reduce -11.0% | 23,641 | $556K |
| NFSG Corp | 0.09% | Add +71.2% | 23,358 | $549K |
| Commonwealth Equity Services, LLC | 0.00% | New | 23,292 | $547K |
| HRT Financial LP | 0.00% | Add +58.1% | 22,952 | $539K |
| Patten Group, Inc. | 0.07% | New | 17,011 | $400K |
| Mosley Wealth Management | 0.18% | Reduce -19.7% | 16,420 | $392K |
| WealthCare Asset Management, LLC | 0.39% | New | 15,700 | $369K |
| Decker Retirement Planning Inc. | 0.17% | Reduce -8.4% | 15,556 | $366K |
| RFG Advisory, LLC | 0.01% | Reduce -8.4% | 14,642 | $344K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -1.6% | 14,173 | $333K |
| Strategic Blueprint, LLC | 0.02% | New | 13,639 | $321K |
| Koshinski Asset Management, Inc. | 0.02% | Add +33.7% | 12,179 | $286K |
| Sage Capital Advisors,llc | 0.07% | No change | 12,132 | $285K |
| Advisor OS, LLC | 0.02% | Add +34.1% | 12,057 | $283K |
| Winnacle Wealth LLC | 0.21% | Add +448.2% | 11,561 | $272K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -83.5% | 10,974 | $258K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -3.5% | 10,904 | $256K |
| POM Investment Strategies, LLC | 0.30% | Reduce -96.5% | 10,393 | $244K |
| LifeWealth Investments, LLC | 0.07% | New | 9,867 | $232K |
| GFS Advisors, LLC | 0.01% | New | 8,970 | $211K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 6,982 | $164K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,000 | $141K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.8% | 5,107 | $120K |
| Cwm, LLC | 0.00% | Add +146.5% | 4,748 | $112K |
| Lanark Financial, Inc. | 0.01% | Add +78.3% | 3,177 | $75K |
| Hollencrest Capital Management | 0.00% | No change | 2,090 | $49K |
| Private Trust Co. NA | 0.00% | No change | 1,550 | $36K |
| Sound Income Strategies, LLC | 0.00% | Reduce -76.0% | 510 | $12K |
| Triumph Capital Management | 0.00% | No change | 275 | $6K |
| Morgan Stanley | 0.00% | No change | 252 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 142 | $3K |
| Mather Group, Llc. | 0.00% | New | 137 | $3K |
| Wells Fargo & Company | 0.00% | No change | 1 | $20 |
| Royal Bank of Canada | 0.00% | New | 4 | $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.