BUCK Institutional Ownership
Simplify Treasury Option Income ETF
1W: -0.5%
1M: -1.1%
3M: -1.4%
YTD: -1.6%
1Y: -2.0%
3Y: +9.0%
$23.08
+0.01 (+0.04%)
Weekly Expected Move ±0.7%
$23
$23
$23
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BUCK
111
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
247M
Total Invested
24
New Positions
48
Increased
36
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (120 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | 1,700,000 | $39M | — | +0.0% | 2Q | SEC ↗ |
| 2 | AE Wealth Management LLC | 1,025,769 | $24M | +20,532 | +2.0% | 10Q | SEC ↗ |
| 3 | LPL Financial LLC | 925,508 | $21M | +99,987 | +12.1% | 7Q | SEC ↗ |
| 4 | PRINCIPAL SECURITIES, INC. | 608,397 | $14M | +196,861 | +47.8% | 9Q | SEC ↗ |
| 5 | Elevated Capital Advisors, LLC | 497,573 | $11M | +56,156 | +12.7% | 9Q | SEC ↗ |
| 6 | CAPTRUST FINANCIAL ADVISORS | 446,645 | $10M | +306,728 | +219.2% | 3Q | SEC ↗ |
| 7 | WEDBUSH SECURITIES INC | 380,116 | $9M | +82,384 | +27.7% | 7Q | SEC ↗ |
| 8 | RiverTree Advisors, LLC | 336,734 | $8M | +25,472 | +8.2% | 6Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 319,302 | $7M | -255,438 | -44.4% | 6Q | SEC ↗ |
| 10 | Orion Porfolio Solutions, LLC | 257,395 | $6M | +42,598 | +19.8% | 6Q | SEC ↗ |
| 11 | Key Capital Management, INC | 243,255 | $6M | +16,474 | +7.3% | 3Q | SEC ↗ |
| 12 | Owen LaRue, LLC | 228,395 | $5M | -27,680 | -10.8% | 3Q | SEC ↗ |
| 13 | LANE BROTHERS & CO INC | 175,178 | $4M | +108,024 | +160.9% | 3Q | SEC ↗ |
| 14 | HOWARD BAILEY SECURITIES, LLC | 174,639 | $4M | +1,435 | +0.8% | 8Q | SEC ↗ |
| 15 | B.O.S.S. Retirement Advisors, LLC | 145,512 | $3M | +10,180 | +7.5% | 7Q | SEC ↗ |
| 16 | Park Edge Advisors, LLC | 142,406 | $3M | +2,360 | +1.7% | 14Q | SEC ↗ |
| 17 | Fiduciary Alliance LLC | 135,512 | $3M | +17,506 | +14.8% | 2Q | SEC ↗ |
| 18 | FSA Advisors, Inc. | 135,402 | $3M | +15,391 | +12.8% | 3Q | SEC ↗ |
| 19 | Impact Partnership Wealth, LLC | 130,452 | $3M | +30,050 | +29.9% | 5Q | SEC ↗ |
| 20 | SteelPeak Wealth, LLC | 123,900 | $3M | +70,616 | +132.5% | 6Q | SEC ↗ |
| 21 | Encompass More Asset Management | 122,659 | $3M | +5,252 | +4.5% | 10Q | SEC ↗ |
| 22 | CreativeOne Wealth, LLC | 91,008 | $2M | +28,152 | +44.8% | 6Q | SEC ↗ |
| 23 | Reyes Financial Architecture, Inc. | 87,750 | $2M | -230 | -0.3% | 3Q | SEC ↗ |
| 24 | Authentikos Wealth Advisory, LLC | 84,383 | $2M | -4,195 | -4.7% | 8Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 84,071 | $2M | +14,244 | +20.4% | 9Q | SEC ↗ |
| 26 | SMART Wealth LLC | 80,602 | $2M | -5,815 | -6.7% | 2Q | SEC ↗ |
| 27 | GK Wealth Management LLC NEW | 79,699 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Beacon Capital Management, LLC | 73,671 | $2M | -26,847 | -26.7% | 7Q | SEC ↗ |
| 29 | Blackston Financial Advisory Group, LL | 73,343 | $2M | +4,851 | +7.1% | 5Q | SEC ↗ |
| 30 | Alpine Bank Wealth Management | 67,324 | $2M | +9,046 | +15.5% | 5Q | SEC ↗ |
| 31 | WCG Wealth Advisors LLC | 67,104 | $2M | -5,509 | -7.6% | 5Q | SEC ↗ |
| 32 | Integrated Advisors Network LLC | 64,012 | $1M | +21,183 | +49.5% | 6Q | SEC ↗ |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 61,438 | $1M | +38,146 | +163.8% | 2Q | SEC ↗ |
| 34 | Janney Montgomery Scott LLC NEW | 61,250 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 35 | BEESE FULMER INVESTMENT MANAGEMENT, IN NEW | 58,076 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Patten Group, Inc. | 54,276 | $1M | +37,265 | +219.1% | 2Q | SEC ↗ |
| 37 | Cambridge Advisors Inc. | 53,854 | $1M | +2,734 | +5.3% | 7Q | SEC ↗ |
| 38 | Networth Advisors, LLC | 52,584 | $1M | +2,093 | +4.1% | 3Q | SEC ↗ |
| 39 | Independent Advisor Alliance | 50,525 | $1M | -6,400 | -11.2% | 4Q | SEC ↗ |
| 40 | Mosley Wealth Management | 47,333 | $1M | +30,913 | +188.3% | 3Q | SEC ↗ |
| 41 | Redhawk Wealth Advisors, Inc. | 43,764 | $1M | +2,513 | +6.1% | 9Q | SEC ↗ |
| 42 | Moors & Cabot, Inc. | 43,411 | $1M | +6,210 | +16.7% | 6Q | SEC ↗ |
| 43 | Brookwood Investment Group LLC | 43,370 | $1M | -6,621 | -13.2% | 6Q | SEC ↗ |
| 44 | Soltis Investment Advisors LLC | 41,332 | $954K | +5,216 | +14.4% | 5Q | SEC ↗ |
| 45 | Arax Advisory Partners | 39,021 | $901K | +6,806 | +21.1% | 3Q | SEC ↗ |
| 46 | Kestra Advisory Services, LLC | 38,229 | $882K | -3,347 | -8.1% | 9Q | SEC ↗ |
| 47 | COMPASS CAPITAL CORP /MA/ /ADV | 38,037 | $878K | -15,011 | -28.3% | 3Q | SEC ↗ |
| 48 | Advisory Services Network, LLC | 36,248 | $837K | -2,600 | -6.7% | 6Q | SEC ↗ |
| 49 | Dynamic Advisor Solutions LLC | 36,197 | $835K | -1,366 | -3.6% | 4Q | SEC ↗ |
| 50 | WINNACLE WEALTH LLC | 35,506 | $819K | +23,945 | +207.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| GK Wealth Management LLC | 79,699 | $2M |
| Janney Montgomery Scott LLC | 61,250 | $1M |
| BEESE FULMER INVESTMENT MANAGEMENT, | 58,076 | $1M |
| Schulz Wealth, LTD. | 35,336 | $816K |
| BANK OF AMERICA CORP /DE | 31,936 | $737K |
| Lloyd Advisory Services, LLC. | 27,470 | $634K |
| Astoria Portfolio Advisors LLC. | 26,684 | $616K |
| Everstar Asset Management, LLC | 19,795 | $457K |
| Resurgent Financial Advisors LLC | 19,195 | $443K |
| RAYMOND JAMES FINANCIAL INC | 15,149 | $350K |
| CITADEL ADVISORS LLC | 12,582 | $290K |
| Blueprint Investment Partners LLC | 10,655 | $246K |
| Mariner, LLC | 9,339 | $216K |
| Sowell Financial Services LLC | 8,640 | $199K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 8,224 | $190K |
| EP Wealth Advisors, LLC | 6,800 | $157K |
| Buck Wealth Strategies, LLC | 1,620 | $37K |
| Montgomery Financial Services LLC | 1,603 | $37K |
| Regatta Research & Money Management | 1,068 | $25K |
| Asset Planning,Inc | 608 | $14K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VanWeelden Wealth Management, LLC | 304,046 | $7M |
| Prime Capital Investment Advisors, | 68,020 | $2M |
| Belpointe Asset Management LLC | 53,909 | $1M |
| Fortis Capital Advisors, LLC | 53,909 | $1M |
| Steward Partners Investment Advisor | 33,380 | $770K |
| Andina Capital Management, LLC | 33,225 | $767K |
| OLD MISSION CAPITAL LLC | 32,300 | $745K |
| HRT FINANCIAL LP | 22,952 | $530K |
| RFG Advisory, LLC | 14,642 | $338K |
| Foundations Investment Advisors, LL | 14,173 | $327K |
| Sage Capital Advisors,llc | 12,132 | $280K |
| Wealthcare Advisory Partners LLC | 10,904 | $252K |
| Leo Wealth, LLC | 10,332 | $238K |
| PRIVATE TRUST CO NA | 1,550 | $36K |
| UBS Group AG | 1,490 | $34K |
| FLAGSHIP HARBOR ADVISORS, LLC | 600 | $14K |
| Sound Income Strategies, LLC | 510 | $12K |
| MATHER GROUP, LLC. | 137 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | +306,728 | +219.2% | 446,645 |
| PRINCIPAL SECURITIES, INC. | +196,861 | +47.8% | 608,397 |
| LANE BROTHERS & CO INC | +108,024 | +160.9% | 175,178 |
| LPL Financial LLC | +99,987 | +12.1% | 925,508 |
| WEDBUSH SECURITIES INC | +82,384 | +27.7% | 380,116 |
| SteelPeak Wealth, LLC | +70,616 | +132.5% | 123,900 |
| Elevated Capital Advisors, LLC | +56,156 | +12.7% | 497,573 |
| Orion Porfolio Solutions, LLC | +42,598 | +19.8% | 257,395 |
| COMMONWEALTH EQUITY SERVICES, LLC | +38,146 | +163.8% | 61,438 |
| Patten Group, Inc. | +37,265 | +219.1% | 54,276 |
| Mosley Wealth Management | +30,913 | +188.3% | 47,333 |
| Impact Partnership Wealth, LLC | +30,050 | +29.9% | 130,452 |
| CreativeOne Wealth, LLC | +28,152 | +44.8% | 91,008 |
| RiverTree Advisors, LLC | +25,472 | +8.2% | 336,734 |
| WINNACLE WEALTH LLC | +23,945 | +207.1% | 35,506 |
| Integrated Advisors Network LLC | +21,183 | +49.5% | 64,012 |
| AE Wealth Management LLC | +20,532 | +2.0% | 1,025,769 |
| Fiduciary Alliance LLC | +17,506 | +14.8% | 135,512 |
| Key Capital Management, INC | +16,474 | +7.3% | 243,255 |
| WealthCare Asset Management, LLC | +16,148 | +102.9% | 31,848 |