Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / TREASURY OPT INC
-
Number of holders
-
79
-
Total 13F shares, excl. options
-
7,265,353
-
Shares change
-
+392,439
-
Total reported value, excl. options
-
$172,025,470
-
Value change
-
+$8,368,345
-
Number of buys
-
54
-
Number of sells
-
-36
-
Price
-
$23.64
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) as of Q2 2025
95 filings reported holding BUCK - SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC as of Q2 2025.
SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) has 79 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,265,353 shares
.
Largest 10 shareholders include AE Wealth Management LLC (1,126,495 shares), Beacon Capital Management, LLC (676,304 shares), LPL Financial LLC (474,377 shares), Kestra Advisory Services, LLC (379,147 shares), Park Edge Advisors, LLC (360,359 shares), RiverTree Advisors, LLC (306,979 shares), POM Investment Strategies, LLC (275,685 shares), Elevated Capital Advisors, LLC (219,040 shares), COMPASS CAPITAL CORP /MA/ /ADV (213,540 shares), and Encompass More Asset Management (197,794 shares).
This table shows the top 79 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.