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Simplify Treasury Option Inc (BUCK)

CUSIP: 82889N640 | NYSE | 179 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Simplify Asset Management Inc.975,000
0.4% of portfolio›$22.5M
Elevated Capital Advisors, LLC537,538
4.1% of portfolio›$12.4M
Wedbush Securities Inc352,111
0.0% of portfolio›$8.1K
WT Wealth Management346,733
2.2% of portfolio›$8.0M
RiverTree Advisors, LLC327,984
4.5% of portfolio›$7.6M
Key Capital Management, Inc254,718
2.2% of portfolio›$5.9M
Lane Brothers & Co Inc218,102
5.1% of portfolio›$5.0M
Fiduciary Alliance LLC177,796
0.3% of portfolio›$4.1M
Encompass More Asset Management175,507
0.6% of portfolio›$4.1M
Schulz Wealth, Ltd.174,883
1.9% of portfolio›$4.0M
Howard Bailey Securities, LLC166,059
1.5% of portfolio›$3.8M
SteelPeak Wealth, LLC165,852
0.1% of portfolio›$3.8M
Fifth Third Securities, Inc.161,446
0.2% of portfolio›$3.7M
B.O.S.S. Retirement Advisors, LLC139,775
0.9% of portfolio›$3.2M
Park Edge Advisors, LLC122,575
0.6% of portfolio›$2.8M
Miller Global Investments, LLC114,097
2.1% of portfolio›$2.6M
Beese Fulmer Investment Management, Inc.94,290
0.1% of portfolio›$2.2M
Reyes Financial Architecture, Inc.87,585
1.2% of portfolio›$2.0M
Integrated Advisors Network LLC87,573
0.1% of portfolio›$2.0M
Patten Group, Inc.86,592
0.3% of portfolio›$2.0M
Commonwealth Equity Services, LLC83,593
0.0% of portfolio›$1.9M
Winnacle Wealth LLC80,069
1.2% of portfolio›$1.8M
Smart Wealth LLC78,049
0.4% of portfolio›$1.8M
Blackston Financial Advisory Group, LLC72,569
0.9% of portfolio›$1.7M
Sowell Financial Services LLC70,716
0.1% of portfolio›$1.6M
Mosley Wealth Management70,105
0.5% of portfolio›$1.6M
Alpine Bank Wealth Management67,544
0.2% of portfolio›$1.6M
Cambridge Advisors Inc.57,407
0.2% of portfolio›$1.3M
GK Wealth Management LLC56,116
0.7% of portfolio›$1.3M
Networth Advisors, LLC55,867
0.7% of portfolio›$1.3M
Beacon Capital Management, LLC45,579
0.1% of portfolio›$1.1M
Redhawk Wealth Advisors, Inc.43,734
0.1% of portfolio›$1.0M
Dynamic Advisor Solutions LLC41,611
0.0% of portfolio›$960.4K
Soltis Investment Advisors LLC41,396
0.0% of portfolio›$955.4K
Kestra Advisory Services, LLC34,395
0.0% of portfolio›$793.8K
Nfsg Corp33,476
0.1% of portfolio›$772.6K
Strategic Blueprint, LLC32,388
0.0% of portfolio›$747.5K
Lloyd Advisory Services, Llc.26,889
0.2% of portfolio›$620.6K
TME Financial, Inc.26,460
0.4% of portfolio›$610.7K
Straight Path Wealth Management21,462
0.1% of portfolio›$495.3K
Signal Advisors Wealth, LLC19,259
0.0% of portfolio›$444.5K
Cambridge Investment Research Advisors, Inc.18,810
0.0% of portfolio›$434
Lanark Financial, Inc.17,477
0.0% of portfolio›$403.4K
Independent Wealth Network Inc.17,182
0.1% of portfolio›$396.6K
WealthCare Asset Management, LLC16,606
0.3% of portfolio›$383.3K
Brookstone Capital Management15,790
0.0% of portfolio›$364.4K
Decker Retirement Planning Inc.13,881
0.1% of portfolio›$320.4K
Koshinski Asset Management, Inc.12,646
0.0% of portfolio›$291.9K
Revisor Wealth Management LLC11,358
0.1% of portfolio›$262.1K
LifeWealth Investments, LLC10,355
0.1% of portfolio›$239.0K
Advisor OS, LLC10,109
0.0% of portfolio›$233.3K
City Center Advisors, LLC9,604
0.2% of portfolio›$221.7K
Golden State Wealth Management, LLC8,129
0.0% of portfolio›$187.6K
Tounjian Advisory Partners, LLC7,948
0.1% of portfolio›$183.4K
Assetmark, Inc2,554
0.0% of portfolio›$58.9K
Farther Finance Advisors, LLC2,191
0.0% of portfolio›$50.6K
Buck Wealth Strategies, LLC1,620
0.0% of portfolio›$37.4K
Montgomery Financial Services LLC1,603
0.0% of portfolio›$37.0K
Asset Planning,Inc618
0.0% of portfolio›$14.3K
Triumph Capital Management85
0.0% of portfolio›$2.0K
POM Investment Strategies, LLC10
0.0% of portfolio›$220
StyleTurnoverLocationFiled
Simplify Asset Management Inc.
975,000$22.5M0.4%CoreLowLas Vegas, NV2026-10-27
Elevated Capital Advisors, LLC
537,538$12.4M4.1%ETFMediumSandy, UT2026-11-04
Wedbush Securities Inc
352,111$8.1K0.0%CoreLowPasadena, CA2026-10-22
WT Wealth Management
346,733$8.0M2.2%ETFMediumScottsdale, AZ2026-10-13
RiverTree Advisors, LLC
327,984$7.6M4.5%ETFMediumWinter Park, FL2026-10-13
Key Capital Management, Inc
254,718$5.9M2.2%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Lane Brothers & Co Inc
218,102$5.0M5.1%ETFLowPrescott, AZ2026-11-02
Fiduciary Alliance LLC
177,796$4.1M0.3%CoreMediumGreenville, SC2026-10-13
Encompass More Asset Management
175,507$4.1M0.6%ETFHighDanville, CA2026-10-16
Schulz Wealth, Ltd.
174,883$4.0M1.9%ETFVery LowMansfield, TX2026-11-03
Howard Bailey Securities, LLC
166,059$3.8M1.5%ETFMediumFort Wayne, IN2026-10-27
SteelPeak Wealth, LLC
165,852$3.8M0.1%GrowthHighWoodland Hills, CA2026-10-16
Fifth Third Securities, Inc.
161,446$3.7M0.2%ETFLowCincinnati, OH2026-10-21
B.O.S.S. Retirement Advisors, LLC
139,775$3.2M0.9%ETFMediumLehi, UT2026-10-26
Park Edge Advisors, LLC
122,575$2.8M0.6%CoreMediumCleveland, OH2026-10-28
Miller Global Investments, LLC
114,097$2.6M2.1%ValueMediumDallas, TX2026-10-02
Beese Fulmer Investment Management, Inc.
94,290$2.2M0.1%CoreLowCanton, OH2026-10-23
Reyes Financial Architecture, Inc.
87,585$2.0M1.2%ETFVery HighSan Diego, CA2026-10-22
Integrated Advisors Network LLC
87,573$2.0M0.1%GrowthMediumDallas, TX2026-10-20
Patten Group, Inc.
86,592$2.0M0.3%CoreLowChattanooga, TN2026-10-26
Commonwealth Equity Services, LLC
83,593$1.9M0.0%ETFLowWaltham, MA2026-11-02
Winnacle Wealth LLC
80,069$1.8M1.2%CoreMediumWaco, TX2026-10-15
Smart Wealth LLC
78,049$1.8M0.4%ETFHighOmaha, NE2026-11-04
Blackston Financial Advisory Group, LLC
72,569$1.7M0.9%ETFLowThe Villages, FL2026-11-04
Sowell Financial Services LLC
70,716$1.6M0.1%CoreLowNorth Little Rock, AR2026-10-23
Mosley Wealth Management
70,105$1.6M0.5%ETFHighAnaheim, CA2026-10-16
Alpine Bank Wealth Management
67,544$1.6M0.2%ETFHighGrand Junction, CO2026-10-16
Cambridge Advisors Inc.
57,407$1.3M0.2%ETFVery LowOmaha, NE2026-10-19
GK Wealth Management LLC
56,116$1.3M0.7%GARPVery HighReno, NV2026-10-09
Networth Advisors, LLC
55,867$1.3M0.7%ETFMediumCanonsburg, PA2026-11-03
Beacon Capital Management, LLC
45,579$1.1M0.1%ETFMediumFranklin, TN2026-10-23
Redhawk Wealth Advisors, Inc.
43,734$1.0M0.1%ETFHighMinneapolis, MN2026-10-14
Dynamic Advisor Solutions LLC
41,611$960.4K0.0%ETFLowPhoenix, AZ2026-10-13
Soltis Investment Advisors LLC
41,396$955.4K0.0%CoreMediumSt. George, UT2026-10-28
Kestra Advisory Services, LLC
34,395$793.8K0.0%CoreLowAustin, TX2026-11-02
Nfsg Corp
33,476$772.6K0.1%Agg GrowthMediumBoca Raton, FL2026-10-15
Strategic Blueprint, LLC
32,388$747.5K0.0%ETFLowAtlanta, GA2026-10-22
Lloyd Advisory Services, Llc.
26,889$620.6K0.2%ETFVery HighSuwanee, GA2026-11-02
TME Financial, Inc.
26,460$610.7K0.4%ETFMediumHuntington Beach, CA2026-10-14
Straight Path Wealth Management
21,462$495.3K0.1%ETFLowJenison, MI2026-10-23
Signal Advisors Wealth, LLC
19,259$444.5K0.0%ETFLowDetroit, MI2026-10-13
Cambridge Investment Research Advisors, Inc.
18,810$4340.0%ETFLowFairfield, IA2026-11-02
Lanark Financial, Inc.
17,477$403.4K0.0%CoreMediumBirmingham, AL2026-10-26
Independent Wealth Network Inc.
17,182$396.6K0.1%ETFMediumUrbandale, IA2026-10-19
WealthCare Asset Management, LLC
16,606$383.3K0.3%CoreHighSpringfield, MO2026-10-26
Brookstone Capital Management
15,790$364.4K0.0%ETFMediumWheaton, IL2026-10-22
Decker Retirement Planning Inc.
13,881$320.4K0.1%Agg GrowthVery HighLevi, UT2026-10-19
Koshinski Asset Management, Inc.
12,646$291.9K0.0%ETFLowDecatur, IL2026-10-29
Revisor Wealth Management LLC
11,358$262.1K0.1%CoreLowAkron, OH2026-10-20
LifeWealth Investments, LLC
10,355$239.0K0.1%ETFMediumWinter Garden, FL2026-10-21
Advisor OS, LLC
10,109$233.3K0.0%ETFMediumChicago, IL2026-11-03
City Center Advisors, LLC
9,604$221.7K0.2%ETFMediumTroy, MI2026-10-08
Golden State Wealth Management, LLC
8,129$187.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Tounjian Advisory Partners, LLC
7,948$183.4K0.1%GrowthHighFort Myers, FL2026-11-04
Assetmark, Inc
2,554$58.9K0.0%ETFLowConcord, CA2026-10-21
Farther Finance Advisors, LLC
2,191$50.6K0.0%IndexLowSan Francisco, CA2026-10-08
Buck Wealth Strategies, LLC
1,620$37.4K0.0%ValueMediumDenver, CO2026-10-28
Montgomery Financial Services LLC
1,603$37.0K0.0%ETFN/AOcean City, MD2026-11-03
Asset Planning,Inc
618$14.3K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Triumph Capital Management
85$2.0K0.0%ETFMediumDenver, CO2026-10-14
POM Investment Strategies, LLC
10$2200.0%ETFVery HighRaleigh, NC2026-10-20