BUCK

SIMPLIFY TREASURY OPTION INC
USCUSIP 82889N640
Institutional Owners
26
+3 QoQ
13F Value Held
$63.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)14 adding · 12 trimming
Insider net (180d)+$0
Price history not yet available for BUCK.

Top institutional holders

26 13F filers
#FundPosition valueSharesLast moveAs of
1Simplify Asset Management Inc.
$40.0M
1.70MNewQ1 2026
2PRINCIPAL SECURITIES, INC.
$9.7M
411.5KAddedQ1 2026
3Orion Porfolio Solutions, LLC
$2.4M
101.3KReducedQ1 2026
4SteelPeak Wealth, LLC
$1.3M
53.3KReducedQ1 2026
5Private Advisor Group, LLC
$1.0M
44.2KAddedQ1 2026
6Integrated Advisors Network LLC
$1.0M
42.8KNewQ1 2026
7Kestra Advisory Services, LLC
$977K
41.6KReducedQ1 2026
8Advisory Services Network, LLC
$921K
38.8KNewQ4 2025
9Dynamic Advisor Solutions LLC
$883K
37.6KAddedQ1 2026
10Moors & Cabot, Inc.
$874K
37.2KAddedQ1 2026
11Integrated Wealth Concepts LLC
$811K
34.5KNewQ1 2026
12Arax Advisory Partners
$757K
32.2KAddedQ1 2026
13Sanctuary Advisors, LLC
$706K
30.0KAddedQ1 2026
14RFG Advisory, LLC
$344K
14.6KReducedQ1 2026
15FOUNDATIONS INVESTMENT ADVISORS, LLC
$333K
14.2KReducedQ1 2026
16Strategic Blueprint, LLC
$321K
13.6KNewQ1 2026
17CITADEL ADVISORS LLC
$277K
11.7KReducedQ4 2025
18Wealthcare Advisory Partners LLC
$256K
10.9KReducedQ1 2026
19NewEdge Advisors, LLC
$164K
7.0KNewQ1 2026
20CWM, LLC
$112K
4.7KAddedQ1 2026
21CreativeOne Wealth, LLC
$24K
1.0KReducedQ1 2026
22FLAGSHIP HARBOR ADVISORS, LLC
$14K
600NewQ4 2025
23Sound Income Strategies, LLC
$12K
510ReducedQ1 2026

Fund activity — latest quarter

Opened (NEW)
7
funds
Added
7
funds
Reduced
9
funds
Exited
3
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

23 funds+21 since Q2 2025
01223Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $66M

Funds that own BUCK also own

CompanyCo-held byCombined value
ISHARES TR CORE S&P500 ETFIVV25 funds$5.5B
ISHARES TR CORE US AGGBD ETAGG25 funds$1.9B
WALMART INC COMWMT25 funds$1.5B
EXXON MOBIL CORP COMXOM25 funds$1.3B
ELI LILLY &COLLY25 funds$1.2B
TESLA INC COMTSLA25 funds$1.1B
JOHNSON &JOHNSONJNJ25 funds$1.1B
ABBVIE INC COMABBV25 funds$849.6M
CATERPILLAR INC COMCAT25 funds$842.0M
HOME DEPOT INC COMHD25 funds$696.3M
CISCO SYSTEMSCSCO25 funds$677.4M
PALANTIR TECHNOLOGIES INC CL APLTR25 funds$588.9M

Ranked by how many of BUCK's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BUCK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.