Who owns Simplify Treasury Option Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BUCK from SEC Form 13F filings across 102 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 102 institutions disclosed 10.6M shares of Simplify Treasury Option Income ETF worth $249.0M — about 52.6% of shares outstanding; the largest disclosed holder is Simplify Asset Management Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
102
13F holders
$249.0M
value, 2026 filers
52.6%
of shares outstanding (10.6M sh)
27
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BUCK's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 1.7M | $39.8M | 0.6% | 8.4% | 0.0% |
| 2 | AE Wealth Management LLC | 1.0M | $24.0M | 0.1% | 5.1% | +2.0% |
| 3 | LPL Financial LLC | 925,508 | $21.7M | 0.0% | 4.6% | +12.1% |
| 4 | PRINCIPAL SECURITIES, INC. | 608,397 | $14.2M | 0.2% | 3% | +47.8% |
| 5 | Elevated Capital Advisors, LLC | 497,573 | $11.7M | 3.2% | 2.5% | +12.7% |
| 6 | CAPTRUST FINANCIAL ADVISORS | 446,645 | $10.5M | 0.0% | 2.2% | +219.2% |
| 7 | WEDBUSH SECURITIES INC | 380,116 | $8.9M | 0.2% | 1.9% | +27.7% |
| 8 | RiverTree Advisors, LLC | 336,734 | $7.9M | 4.7% | 1.7% | +8.2% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 319,302 | $7.5M | 0.0% | 1.6% | -44.4% |
| 10 | Orion Porfolio Solutions, LLC | 257,395 | $6.0M | 0.0% | 1.3% | +19.8% |
| 11 | Key Capital Management, INC | 243,255 | $5.7M | 2.9% | 1.2% | +7.3% |
| 12 | Owen LaRue, LLC | 228,395 | $5.3M | 1.9% | 1.1% | -10.8% |
| 13 | LANE BROTHERS & CO INC | 175,178 | $4.1M | 2.7% | 0.9% | +160.9% |
| 14 | HOWARD BAILEY SECURITIES, LLC | 174,639 | $4.1M | 1.5% | 0.9% | +0.8% |
| 15 | B.O.S.S. Retirement Advisors, LLC | 145,512 | $3.4M | 0.9% | 0.7% | +7.5% |
| 16 | Park Edge Advisors, LLC | 142,406 | $3.3M | 0.7% | 0.7% | +1.7% |
| 17 | Fiduciary Alliance LLC | 135,512 | $3.2M | 0.2% | 0.7% | +14.8% |
| 18 | FSA Advisors, Inc. | 135,402 | $3.2M | 1.5% | 0.7% | +12.8% |
| 19 | Impact Partnership Wealth, LLC | 130,452 | $3.1M | 0.3% | 0.6% | +29.9% |
| 20 | SteelPeak Wealth, LLC | 123,900 | $2.9M | 0.1% | 0.6% | +132.5% |
| 21 | Encompass More Asset Management | 122,659 | $2.9M | 0.4% | 0.6% | +4.5% |
| 22 | CreativeOne Wealth, LLC | 91,008 | $2.1M | 0.0% | 0.5% | +44.8% |
| 23 | Reyes Financial Architecture, Inc. | 87,750 | $2.1M | 1.2% | 0.4% | -0.3% |
| 24 | Authentikos Wealth Advisory, LLC | 84,383 | $2.0M | 1.3% | 0.4% | -4.7% |
| 25 | OSAIC HOLDINGS, INC. | 84,071 | $2.0M | 0.0% | 0.4% | +20.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.