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Simplify Treasury Option Income ETF (BUCK) Institutional Ownership

$24.68 +0.01 (+0.04%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Simplify Treasury Option Income ETF (NYSEARCA:BUCK)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$59.73M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.13M
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BUCK Institutional Buying and Selling by Quarter

Simplify Treasury Option Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Park Edge Advisors LLC440,495$10.81M3.1%-1.5%8.234%
1/21/2025B.O.S.S. Retirement Advisors LLC48,949$1.20M0.3%N/A0.915%
1/21/2025Encompass More Asset Management165,801$4.07M1.3%+11.0%3.099%
1/16/2025 Cambridge Advisors Inc.16,177$397K0.1%N/A0.302%
1/15/2025 Decker Retirement Planning Inc.3,152$77K0.0%N/A0.059%
1/14/2025 Redhawk Wealth Advisors Inc.28,584$701K0.1%+5.3%0.534%
1/14/2025 Peak Financial Advisors LLC524,719$12.88M6.7%+2.9%9.808%
1/13/2025 Elevated Capital Advisors LLC67,516$1.66M0.5%+267.8%1.262%
1/13/2025 Mid American Wealth Advisory Group Inc.39,284$964K0.6%+58.2%0.734%
11/15/2024Legacy Investment Solutions LLC32,053$789K0.5%N/A0.599%
11/15/2024Jane Street Group LLC57,241$1.41M0.0%+331.0%1.070%
11/14/2024Encompass More Asset Management149,425$3.67M1.4%-12.6%2.793%
11/6/2024Simplify Asset Management Inc.4,448,579$109.35M5.1%+38.3%83.151%
11/1/2024 SFG Wealth Management LLC.19,363$476K0.3%N/A0.362%
10/29/2024Farther Finance Advisors LLC3,051$75K0.0%N/A0.057%
10/24/2024Park Edge Advisors LLC447,266$10.99M3.1%+6.2%8.360%
10/22/2024 Elevated Capital Advisors LLC18,356$451K0.1%+52.7%0.343%
10/17/2024Inspire Advisors LLC10,262$252K0.0%N/A0.192%
10/11/2024 ORG Wealth Partners LLC1,523$37K0.0%N/A0.028%
10/11/2024 Redhawk Wealth Advisors Inc.27,150$667K0.1%+83.7%0.507%
10/10/2024Lloyd Advisory Services LLC.71,123$1.75M0.8%+1.1%1.329%
10/10/2024 Peak Financial Advisors LLC510,063$12.54M6.4%+103.2%9.534%
10/9/2024Ferguson Shapiro LLC42,756$1.05M0.4%-4.4%0.799%
10/2/2024 Mid American Wealth Advisory Group Inc.24,839$611K0.4%+65.5%0.464%
8/19/2024B. Riley Wealth Advisors Inc.8,163$201K0.0%-56.2%0.153%
8/13/2024AE Wealth Management LLC219,580$5.41M0.1%+17.2%4.104%
8/13/2024Simplify Asset Management Inc.3,216,098$79.18M5.3%+1.1%60.114%
8/6/2024Lloyd Advisory Services LLC.70,381$1.73M0.8%N/A1.316%
8/2/2024Ferguson Shapiro LLC44,711$1.10M0.4%N/A0.836%
8/1/2024 Elevated Capital Advisors LLC12,024$296K0.1%N/A0.225%
7/27/2024Encompass More Asset Management171,002$4.21M3.0%+9.8%3.196%
7/26/2024Park Edge Advisors LLC421,229$10.37M3.2%+5.5%7.873%
7/17/2024 Redhawk Wealth Advisors Inc.14,783$364K0.1%N/A0.276%
7/12/2024 Peak Financial Advisors LLC250,994$6.18M3.5%N/A4.691%
7/10/2024 Mid American Wealth Advisory Group Inc.15,009$370K0.2%N/A0.281%
5/16/2024B. Riley Wealth Advisors Inc.18,644$468K0.0%+39.0%0.348%
5/10/2024Nwam LLC23,791$589K0.0%N/A0.445%
4/19/2024Park Edge Advisors LLC399,210$10.01M2.8%+9.3%7.561%
3/15/2024B. Riley Wealth Advisors Inc.13,414$335K0.0%-28.1%2.064%
2/5/2024Kestra Private Wealth Services LLC29,638$740K0.0%N/A4.560%
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1/12/2024Park Edge Advisors LLC365,326$9.12M3.2%+6.9%56.204%
12/1/2023B. Riley Wealth Advisors Inc.18,644$468K0.0%-20.5%2.868%
10/11/2023Park Edge Advisors LLC341,813$8.58M3.1%+8.5%52.587%
9/8/2023Tucker Asset Management LLC1,198$30K0.0%-69.7%0.184%
7/13/2023Park Edge Advisors LLC315,068$7.90M2.7%+12.7%60.590%
5/11/2023Tucker Asset Management LLC3,959$99K0.0%N/A3.959%
5/10/2023Simplify Asset Management Inc.71,759$1.80M0.3%+252.2%71.759%
4/18/2023Park Edge Advisors LLC279,509$6.99M2.7%N/A279.509%
3/6/2023OLD Mission Capital LLC9,803$246K0.0%N/A9.803%
2/10/2023Simplify Asset Management Inc.20,372$510K0.1%N/A20.372%
(Data available from 1/1/2016 forward)

BUCK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BUCK shares?

During the previous two years, 24 institutional investors and hedge funds held shares of Simplify Treasury Option Income ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($109.35M), Peak Financial Advisors LLC ($12.88M), Park Edge Advisors LLC ($10.81M), AE Wealth Management LLC ($5.41M), Encompass More Asset Management ($4.07M), Lloyd Advisory Services LLC. ($1.75M), and Elevated Capital Advisors LLC ($1.66M).Learn more on BUCK's institutional investors.

Which institutional investors have been buying Simplify Treasury Option Income ETF stock?

Of the 24 institutional investors that purchased Simplify Treasury Option Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Simplify Asset Management Inc. ($1.34M), Peak Financial Advisors LLC ($524.72K), Park Edge Advisors LLC ($447.27K), Lloyd Advisory Services LLC. ($71.12K), Elevated Capital Advisors LLC ($67.52K), B.O.S.S. Retirement Advisors LLC ($48.95K), and Ferguson Shapiro LLC ($44.71K).

How much institutional buying is happening at Simplify Treasury Option Income ETF?

Institutional investors have bought a total of 2,878,582 shares in the last 24 months. This purchase volume represents approximately $71.01M in transactions.

Which Simplify Treasury Option Income ETF major shareholders have been selling company stock?

The following institutional investors have sold Simplify Treasury Option Income ETF stock in the last 24 months: Encompass More Asset Management ($21.58K), B. Riley Wealth Advisors Inc. ($20.53K), Park Edge Advisors LLC ($6.77K), Tucker Asset Management LLC ($2.76K), and Ferguson Shapiro LLC ($1.96K).

How much institutional selling is happening at Simplify Treasury Option Income ETF?

Institutional investors have sold a total of 53,596 shares in the last 24 months. This volume of shares sold represents approximately $1.32M in transactions.



This page (NYSEARCA:BUCK) was last updated on 1/21/2025 by MarketBeat.com Staff
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