Q3 2025 13F Holders as of 30 Sep 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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71
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Total 13F shares, excl. options
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6,656,660
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Shares change
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-587,277
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Total reported value, excl. options
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$158,762,592
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Value change
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-$13,916,751
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Number of buys
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34
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Number of sells
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-45
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Price
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$23.85
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) as of Q3 2025
87 filings reported holding BUCK - SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC as of Q3 2025.
SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) has 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,656,660 shares
.
Largest 10 shareholders include AE Wealth Management LLC (1,033,643 shares), LPL Financial LLC (646,224 shares), Beacon Capital Management, LLC (604,120 shares), Kestra Advisory Services, LLC (377,901 shares), Elevated Capital Advisors, LLC (376,857 shares), POM Investment Strategies, LLC (310,080 shares), RiverTree Advisors, LLC (307,001 shares), Park Edge Advisors, LLC (273,745 shares), WEDBUSH SECURITIES INC (251,062 shares), and Orion Porfolio Solutions, LLC (184,510 shares).
This table shows the top 71 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.