Who Owns Simplify Treasury Option Income ETF (BUCK)?Hedge Fund & Institutional Holders

$23.61-0.01 (-0.02%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -5

Price History

$23.36$23.73$24.11$24.48$24.85Sep 24Jun 25Mar 26

BUCK — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
RiverTree Advisors, LLCNew Position+315K+$7.5B
HOWARD BAILEY SECURITIES, LLCNew Position+156K+$3.7B
B.O.S.S. Retirement Advisors, LLCNew Position+125K+$3.0B
FSA Advisors, Inc.New Position+120K+$2.9B
Owen LaRue, LLCNew Position+110K+$2.6B
Encompass More Asset ManagementNew Position+110K+$2.6B
Authentikos Wealth Advisory, LLCNew Position+95K+$2.3B
Impact Partnership Wealth, LLCNew Position+80K+$1.9B
COMPASS CAPITAL CORP /MA/ /ADVNew Position+77K+$1.8B
Elevated Capital Advisors, LLCIncreased+72K+$1.7B
SteelPeak Wealth, LLCNew Position+57K+$1.3B
Belpointe Asset Management LLCNew Position+54K+$1.3B
Fortis Capital Advisors, LLCNew Position+54K+$1.3B
WCG Wealth Advisors LLCIncreased+39K+$926.5M
Andina Capital Management, LLCNew Position+38K+$889.0M

BUCK — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Beacon Capital Management, LLCDecreased-447K-$10.7B
Steward Partners Investment Advisory, LLCDecreased-90K-$2.9B
J HAGAN CAPITAL, INC.Closed Position-54K-$1.3B
Park Edge Advisors, LLCDecreased-48K-$1.2B
CreativeOne Wealth, LLCDecreased-33K-$1.2B
CITADEL ADVISORS LLCDecreased-30K-$994.2M
Moors & Cabot, Inc.Decreased-4K-$929.0M
Prosperity Wealth Management, Inc.Closed Position-28K-$665.7M
Integrated Advisors Network LLCDecreased-9K-$642.3M
POM Investment Strategies, LLCDecreased-18K-$465.4M
WOLVERINE TRADING, LLCClosed Position-16K-$376.2M
Private Advisor Group, LLCDecreased-2K-$362.4M
JBR Co Financial Management IncClosed Position-15K-$348.2M
MERCER GLOBAL ADVISORS INC /ADVClosed Position-10K-$226.6M
NewEdge Advisors, LLCDecreased-52-$167.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Elevated Capital Advisors, LLC448,925$10.6B2.48%Share
2RiverTree Advisors, LLC315,004$7.5B4.76%Share
3POM Investment Strategies, LLC292,378$6.9B3.56%Share
4Park Edge Advisors, LLC225,404$5.3B1.21%Share
5Orion Porfolio Solutions, LLC197,522$4.0B29.33%Share
6Beacon Capital Management, LLC157,460$3.7B0.58%Share
7HOWARD BAILEY SECURITIES, LLC155,592$3.7B1.45%Share
8B.O.S.S. Retirement Advisors, LLC125,208$3.0B0.93%Share
9FSA Advisors, Inc.120,380$2.9B1.98%Share
10Owen LaRue, LLC110,354$2.6B0.99%Share
11Encompass More Asset Management110,138$2.6B0.48%Share
12WCG Wealth Advisors LLC102,933$2.4B0.07%Share
13Authentikos Wealth Advisory, LLC95,250$2.3B1.49%Share
14CreativeOne Wealth, LLC98,767$2.0B0.05%Share
15Impact Partnership Wealth, LLC80,389$1.9B0.24%Share
16COMPASS CAPITAL CORP /MA/ /ADV77,454$1.8B0.71%Share
17Farther Finance Advisors, LLC66,529$1.6B16.90%Share
18TME FINANCIAL, INC.63,183$1.5B1.05%Share
19Blackston Financial Advisory Group, LLC58,505$1.4B0.84%Share
20SteelPeak Wealth, LLC56,800$1.3B0.04%Share
21Belpointe Asset Management LLC53,909$1.3B0.05%Share
22Fortis Capital Advisors, LLC53,909$1.3B0.19%Share
23Cambridge Advisors Inc.49,326$1.2B0.22%Share
24Integrated Advisors Network LLC59,832$1.0B0.04%Share
25Caerus Investment Advisors, LLC55,304$1.0B0.32%Share
26OSAIC HOLDINGS, INC.64,261$1.0B1.46%Share
27Andina Capital Management, LLC37,513$889.0M0.54%Share
28Brookwood Investment Group LLC34,466$817.0M0.10%Share
29Alpine Bank Wealth Management34,294$812.0M0.11%Share
30OLD MISSION CAPITAL LLC32,300$765.0M0.02%Share
31Straight Path Wealth Management26,575$629.0M0.17%Share
32Revisor Wealth Management LLC25,952$616.0M0.16%Share
33Lloyd Advisory Services, LLC.20,228$479.0M0.19%Share
34Legacy Wealth Managment, LLC/ID20,029$474.0M0.23%Share
35Decker Retirement Planning Inc.16,983$402.0M0.20%Share
36Newbridge Financial Services Group, Inc.13,645$323.0M0.05%Share
37Sage Capital Advisors,llc12,132$287.0M0.07%Share
38Wealthcare Advisory Partners LLC11,299$267.0M5.25%Share
39Leo Wealth, LLC10,332$244.0M0.02%Share
40Reyes Financial Architecture, Inc.10,180$241.0M0.15%Share
41Koshinski Asset Management, Inc.9,111$215.0M0.01%Share
42Advisor OS, LLC8,989$213.0M0.02%Share
43Golden State Wealth Management, LLC5,067$120.0M0.01%Share
44WINNOW WEALTH LLC2,109$50.0M0.04%Share
45Sound Income Strategies, LLC2,124$50.0M0.00%Share
46PRIVATE TRUST CO NA1,550$36.0M0.00%Share
47UBS Group AG1,490$35.0M0.01%Share
48Legacy Wealth Managment, LLC/ID1,119$26.0M0.01%Share
49LPL Financial LLC653,105$15.0M0.00%Share
50FLAGSHIP HARBOR ADVISORS, LLC600$14.0M0.00%Share

BUCK Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202584$83.9B+39
Q3 202545$83.7B-28
Q2 202573$143.9B-4
Q1 202577$152.6B+42
Q4 202435$598.0B+17
Q3 202418$2.0T+4
Q2 202414$989.3B+5
Q1 20249$2.2T—

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As of Q4 2025, 50 institutional investors hold BUCK (Simplify Treasury Option Income ETF). The largest holder is Elevated Capital Advisors, LLC with $10.6B in shares. This quarter, 13 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own BUCK?

As of Q4 2025, 50 institutional investors report holding BUCK (Simplify Treasury Option Income ETF) in their 13F filings.

Who is the largest institutional holder of BUCK?

The largest institutional holder of BUCK is Elevated Capital Advisors, LLC with $10.6B in shares.

Is institutional ownership of BUCK increasing or decreasing?

This quarter, 13 institutions opened new positions in BUCK and 5 closed their positions.