SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK)

CUSIP: 82889N640

Q1 2026 13F Holders as of 31 Mar 2026

Type / Class
Equity / TREASURY OPT INC
Total 13F shares
9,603,661
Share change
+2,536,339
Total reported value
$225,750,456
Price per share
$23.50
Number of holders
84
Value change
+$59,548,758
Number of buys
47
Number of sells
37

Quarterly Holders Quick Answers

What is CUSIP 82889N640?
CUSIP 82889N640 identifies BUCK - SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of BUCK - SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) as of Q1 2026

As of 31 Mar 2026, SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) was held by 84 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 9,603,661 shares. The largest 10 holders included Simplify Asset Management Inc., AE Wealth Management LLC, LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, Elevated Capital Advisors, LLC, PRINCIPAL SECURITIES, INC., RiverTree Advisors, LLC, VanWeelden Wealth Management, LLC, WEDBUSH SECURITIES INC, and Owen LaRue, LLC. This page lists 84 institutional shareholders reporting positions in this security for the Q1 2026 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
87
Q1 2026 holders
84
Holder diff
-3
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 Value $ Q1 2026 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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