Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / TREASURY OPT INC
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Number of holders
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76
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Total 13F shares, excl. options
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6.99M
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Shares change
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-1M
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Total reported value, excl. options
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$172M
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Value change
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-$24.1M
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Number of buys
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65
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Number of sells
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-20
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Price
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$24.68
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) as of Q1 2025
90 filings reported holding BUCK - SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC as of Q1 2025.
SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) has 76 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.99M shares
.
Largest 10 shareholders include AE Wealth Management LLC (989K shares), Beacon Capital Management, LLC (677K shares), PEAK FINANCIAL ADVISORS LLC (529K shares), LPL Financial LLC (449K shares), Park Edge Advisors, LLC (358K shares), Kestra Advisory Services, LLC (314K shares), POM Investment Strategies, LLC (272K shares), Encompass More Asset Management (263K shares), OSAIC HOLDINGS, INC. (239K shares), and Elevated Capital Advisors, LLC (219K shares).
This table shows the top 76 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.