Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / TREASURY OPT INC
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Number of holders
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32
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Total 13F shares, excl. options
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6,358,252
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Shares change
-
+1,733,591
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Total reported value, excl. options
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$156,290,074
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Value change
-
+$42,611,424
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Number of buys
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22
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Number of sells
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-9
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Price
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$24.58
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) as of Q3 2024
36 filings reported holding BUCK - SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC as of Q3 2024.
SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,358,252 shares
.
Largest 10 shareholders include Simplify Asset Management Inc. (4,448,579 shares), PEAK FINANCIAL ADVISORS LLC (510,063 shares), Park Edge Advisors, LLC (447,266 shares), AE Wealth Management LLC (271,797 shares), Encompass More Asset Management (149,425 shares), Lloyd Advisory Services, LLC. (71,123 shares), Kestra Advisory Services, LLC (58,184 shares), JANE STREET GROUP, LLC (57,241 shares), Ferguson Shapiro LLC (42,756 shares), and Legacy Investment Solutions, LLC (32,053 shares).
This table shows the top 32 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.