Latest Period
Q1 2026
Security Snapshot
SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) Institutional Ownership
CUSIP: 82889N640
13F Institutional Holders and Ownership History from Q4 2022 to Q1 2026
Institutions Reporting
88
Shares (Excl. Options)
9,675,332
Price
$23.50
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- Security type / class
- Equity / TREASURY OPT INC
- Symbol
- BUCK
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 9,675,332
- Total 13F value
- $227,435,083
- Portfolio coverage rank
- 0%
- Share change
- +2,543,626
- Value change
- +$59,720,047
- Number of holders
- 88
- SEC-reported price per share
- $23.47
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BUCK - SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC is tracked under CUSIP 82889N640.
- 88 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 87 to 88 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $169,415,289 to $227,435,083.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 88 institutions filings for Q1 2026.
Security key
82889N640
Latest holder period
Q1 2026
13F holders
88
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 82889N640:
As of 31 Mar 2026, 88 institutional investors reported holding 9,675,332 shares of SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
14
Latest
Q1 2026
Rows shown
1-14 of 14
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 9,675,332 | $227,435,083 | +$59,720,047 | $23.50 | 88 |
| 2025 Q4 | 7,146,543 | $169,415,289 | +$1,353,294 | $23.70 | 87 |
| 2025 Q3 | 6,799,173 | $162,161,622 | -$13,867,122 | $23.85 | 72 |
| 2025 Q2 | 7,265,353 | $172,025,470 | +$8,368,345 | $23.64 | 79 |
| 2025 Q1 | 6,991,606 | $172,309,753 | -$24,086,169 | $24.68 | 76 |
| 2024 Q4 | 7,928,162 | $194,569,357 | +$33,879,713 | $24.54 | 48 |
| 2024 Q3 | 6,358,252 | $156,290,074 | +$42,611,424 | $24.58 | 32 |
| 2024 Q2 | 4,541,868 | $111,820,823 | +$12,352,541 | $24.62 | 22 |
| 2024 Q1 | 4,039,968 | $101,274,863 | +$64,147,389 | $25.07 | 14 |
| 2023 Q4 | 1,480,946 | $36,986,625 | +$27,244,654 | $24.98 | 7 |
| 2023 Q3 | 389,933 | $9,785,370 | -$1,550,442 | $25.10 | 6 |
| 2023 Q2 | 451,872 | $11,326,259 | +$1,593,171 | $25.06 | 5 |
| 2023 Q1 | 388,316 | $9,712,792 | +$8,259,288 | $25.01 | 6 |
| 2022 Q4 | 58,569 | $1,467,633 | +$1,454,633 | $25.05 | 5 |