Who owns Simplify Treasury Option Income ETF?
Institutional ownership of BUCK from SEC Form 13F filings across 70 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.
70
13F holders
$154.9M
value, 2026 filers
35.1%
of shares outstanding (7.1M sh)
17
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 | AE Wealth Management LLC | 1.0M | $24.0M | 0.1% | 5.1% | +2.0% |
| 2 | LPL Financial LLC | 925,508 | $21.7M | 0.0% | 4.6% | +12.1% |
| 3 | PRINCIPAL SECURITIES, INC. | 608,397 | $14.2M | 0.2% | 3% | +47.8% |
| 4 | Elevated Capital Advisors, LLC | 497,573 | $11.7M | 3.2% | 2.5% | +12.7% |
| 5 | CAPTRUST FINANCIAL ADVISORS | 446,645 | $10.5M | 0.0% | 2.2% | +219.2% |
| 6 | WEDBUSH SECURITIES INC | 380,116 | $8,902 | 0.2% | 1.9% | +27.7% |
| 7 | RiverTree Advisors, LLC | 336,734 | $7.9M | 4.7% | 1.7% | +8.2% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 319,302 | $7.5M | 0.0% | 1.6% | -44.4% |
| 9 | Orion Porfolio Solutions, LLC | 257,395 | $6.0M | 0.0% | 1.3% | +19.8% |
| 10 | Key Capital Management, INC | 243,255 | $5.7M | 2.9% | 1.2% | +7.3% |
| 11 | B.O.S.S. Retirement Advisors, LLC | 145,512 | $3.4M | 0.9% | 0.7% | +7.5% |
| 12 | FSA Advisors, Inc. | 135,402 | $3.2M | 1.5% | 0.7% | +12.8% |
| 13 | Impact Partnership Wealth, LLC | 130,452 | $3.1M | 0.3% | 0.6% | +29.9% |
| 14 | SteelPeak Wealth, LLC | 123,900 | $2.9M | 0.1% | 0.6% | +132.5% |
| 15 | Encompass More Asset Management | 122,659 | $2.9M | 0.4% | 0.6% | +4.5% |
| 16 | Reyes Financial Architecture, Inc. | 87,750 | $2.1M | 1.2% | 0.4% | -0.3% |
| 17 | OSAIC HOLDINGS, INC. | 84,071 | $2.0M | 0.0% | 0.4% | +20.4% |
| 18 | Blackston Financial Advisory Group, LLC | 73,343 | $1.7M | 1.0% | 0.4% | +7.1% |
| 19 | WCG Wealth Advisors LLC | 67,104 | $1.6M | 0.0% | 0.3% | -7.6% |
| 20 | Integrated Wealth Concepts LLC | 66,630 | $1.6M | 0.0% | 0.3% | +93.1% |
| 21 | Integrated Advisors Network LLC | 64,012 | $1.5M | 0.1% | 0.3% | +49.5% |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 61,438 | $1.4M | 0.0% | 0.3% | +163.8% |
| 23 | Janney Montgomery Scott LLCNEW | 61,250 | $1,434 | 0.0% | 0.3% | new |
| 24 | Networth Advisors, LLC | 52,584 | $1.2M | 0.7% | 0.3% | +4.1% |
| 25 | Independent Advisor Alliance | 50,525 | $1.2M | 0.0% | 0.2% | -11.2% |
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.