Who Owns BUCK?
Simplify Treasury Option Income ETF — Institutional Ownership & 13F Holdings
$23.50
+0.01 (+0.06%)
Market Cap
$402.0M
Shares Outstanding
17,457,222
Institutional Holders
77
Total Inst. Value
$137.2M
% of Float Held
—
QoQ Holder Change
+68
Institutional data as of Q1 2025
New Positions
52
Closed Positions
10
Increased
17
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AE Wealth Management LLC | $24.4M | 989,072 |
| 2 | Beacon Capital Management, LLC | $16.7M | 677,368 |
| 3 | PEAK FINANCIAL ADVISORS LLCNew | $13.0M | 528,745 |
| 4 | Park Edge Advisors, LLCNew | $8.8M | 358,423 |
| 5 | POM Investment Strategies, LLCNew | $6.7M | 272,382 |
| 6 | Encompass More Asset ManagementNew | $6.5M | 263,302 |
| 7 | OSAIC HOLDINGS, INC. | $5.9M | 239,042 |
| 8 | Elevated Capital Advisors, LLCNew | $5.4M | 219,040 |
| 9 | COMPASS CAPITAL CORP /MA/ /ADVNew | $4.4M | 187,802 |
| 10 | Farther Finance Advisors, LLC | $3.5M | 141,576 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +154K | $24.4M |
| Beacon Capital Management, LLC | +319K | $16.7M |
| PEAK FINANCIAL ADVISORS LLCNew | +529K | $13.0M |
| Park Edge Advisors, LLCNew | +358K | $8.8M |
| POM Investment Strategies, LLCNew | +272K | $6.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Legacy Wealth Managment, LLC/ID | -6K | $559K |
| JANE STREET GROUP, LLC | -3K | $285K |
| NWAM LLC | -1K | $515K |
| HARBOUR INVESTMENTS, INC. | -1K | $49K |
| MORGAN STANLEY | -1 | $0 |
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Frequently Asked Questions
How many institutional investors hold BUCK?
As of Q1 2025, 77 institutional investors report holding BUCK (Simplify Treasury Option Income ETF) in their 13F filings.
Which hedge fund owns the most BUCK?
The largest institutional holder of BUCK is AE Wealth Management LLC with $24.4M in shares.
Are institutions buying or selling BUCK?
This quarter, 52 institutions opened new positions in BUCK and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.