SIMPLIFY TREASURY OPTION INC BUCK
$23.42
+0.0% 52w: $21.77 – $23.43
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data21.7722.6023.43
Jun 20, 2025 Jul 2, 2026
Institutional holders
88
+1 QoQ
13F value
$227.3M
+34.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BUCK?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | Wealth advisor | 1.7M | $40.0M | 0.6% | New |
| AE Wealth Management LLC | Wealth advisor | 1.0M | $23.6M | 0.1% | -13.7% |
| LPL Financial LLC | Bank broker | 825.5K | $19.4M | 0.0% | +26.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 574.7K | $13.5M | 0.0% | +203.7% |
| Elevated Capital Advisors, LLC | Wealth advisor | 441.4K | $10.4M | 2.6% | -1.7% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 411.5K | $9.7M | 0.1% | +101.5% |
| RiverTree Advisors, LLC | Wealth advisor | 311.3K | $7.3M | 4.6% | -1.2% |
| VanWeelden Wealth Management, LLC | Wealth advisor | 304.0K | $7.1M | 5.7% | New |
| WEDBUSH SECURITIES INC | Diversified mechanical | 297.7K | $7.0M | 0.2% | +14.3% |
| Owen LaRue, LLC | Wealth advisor | 256.1K | $6.0M | 2.3% | +132.0% |
| Key Capital Management, INC | Wealth advisor | 226.8K | $5.3M | 3.5% | +18.6% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 214.8K | $5.0M | 0.0% | +8.7% |
| HOWARD BAILEY SECURITIES, LLC | Wealth advisor | 173.2K | $4.1M | 1.7% | +11.3% |
| Park Edge Advisors, LLC | Other | 140.0K | $3.3M | 0.8% | -37.9% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 139.9K | $3.3M | 0.0% | +1016.6% |
| B.O.S.S. Retirement Advisors, LLC | Wealth advisor | 135.3K | $3.2M | 1.0% | +8.1% |
| FSA Advisors, Inc. | Wealth advisor | 120.0K | $2.8M | 1.9% | -0.3% |
| Fiduciary Alliance LLC | Other | 118.0K | $2.8M | 0.2% | New |
| Encompass More Asset Management | Wealth advisor | 117.4K | $2.8M | 0.5% | +6.6% |
| Beacon Capital Management, LLC | Wealth advisor | 100.5K | $2.4M | 0.4% | -36.2% |
| Impact Partnership Wealth, LLC | Wealth advisor | 100.4K | $2.4M | 0.3% | +24.9% |
| Authentikos Wealth Advisory, LLC | Wealth advisor | 88.6K | $2.1M | 1.4% | -7.0% |
| Reyes Financial Architecture, Inc. | Wealth advisor | 88.0K | $2.1M | 1.7% | +764.2% |
| SMART Wealth LLC | Wealth advisor | 86.4K | $2.0M | 0.6% | New |
| WCG Wealth Advisors LLC | Wealth advisor | 72.6K | $1.7M | 0.0% | -29.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 69.8K | $1.6M | 0.0% | +8.7% |
| Blackston Financial Advisory Group, LLC | Wealth advisor | 68.5K | $1.6M | 1.0% | +17.1% |
| LANE BROTHERS & CO INC | Wealth advisor | 67.2K | $1.6M | 1.2% | Held |
| CreativeOne Wealth, LLC | Wealth advisor | 62.9K | $1.5M | 0.0% | -37.0% |
| Alpine Bank Wealth Management | Wealth advisor | 58.3K | $1.4M | 0.2% | +69.9% |
| Independent Advisor Alliance | Wealth advisor | 56.9K | $1.3M | 0.0% | +18.7% |
| SteelPeak Wealth, LLC | Other | 53.3K | $1.3M | 0.0% | -6.2% |
| COMPASS CAPITAL CORP /MA/ /ADV | Wealth advisor | 53.0K | $1.2M | 0.4% | -31.5% |
| Cambridge Advisors Inc. | Wealth advisor | 51.1K | $1.2M | 0.2% | +3.6% |
| Networth Advisors, LLC | Wealth advisor | 50.5K | $1.2M | 0.8% | +22.5% |
| Brookwood Investment Group LLC | Wealth advisor | 50.0K | $1.2M | 0.1% | +45.0% |
| Caerus Investment Advisors, LLC | Other | 47.9K | $1.1M | 0.5% | -13.4% |
| Private Advisor Group, LLC | Wealth advisor | 44.2K | $1.0M | 0.0% | +226.9% |
| Integrated Advisors Network LLC | Wealth advisor | 42.8K | $1.0M | 0.1% | -28.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 41.6K | $977K | 0.0% | -61.9% |
| Redhawk Wealth Advisors, Inc. | Wealth advisor | 41.3K | $970K | 0.1% | -16.3% |
| Advisory Services Network, LLC | Diversified mechanical | 38.8K | $913K | 0.0% | Held |
| TME FINANCIAL, INC. | Wealth advisor | 38.3K | $900K | 0.6% | -39.4% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 37.6K | $883K | 0.0% | +17.3% |
| Moors & Cabot, Inc. | Other | 37.2K | $874K | 0.0% | +5.3% |
| Soltis Investment Advisors LLC | Other | 36.1K | $849K | 0.1% | +84.6% |
| Integrated Wealth Concepts LLC | Wealth advisor | 34.5K | $811K | 0.0% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 33.6K | $791K | 0.0% | +6.1% |
| Andina Capital Management, LLC | Wealth advisor | 33.2K | $781K | 0.7% | -11.4% |
| Arax Advisory Partners | Wealth advisor | 32.2K | $757K | 0.0% | +377.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.