BUCK

Simplify Treasury Option Inc
UnclassifiedUSCUSIP 82889N640◍ Confluence graph
Tracked 13F Holders
88
-14 QoQ
13F Value (tracked)
$222.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)38 adding · 11 trimming
Insider net (180d)$0

Who owns BUCK?

88 tracked 13F filers

88 tracked 13F filers disclose a position in BUCK as of the latest SEC 13F filings, a combined $222.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1Simplify Asset Management Inc.
$39.8M
1.7M
Held
Q2 2026
2AE Wealth Management LLC
$23.6M
1.0M
−14%
Reduced · −159K sh
Q1 2026
3LPL Financial LLC
$19.4M
826K
+26%
Added · +172K sh
Q1 2026
4PRINCIPAL SECURITIES, INC.
$14.2M
608K
+48%
Added · +197K sh
Q2 2026
5ENVESTNET ASSET MANAGEMENT INC
$13.5M
575K
+204%
Added · +386K sh
Q1 2026
6Elevated Capital Advisors, LLC
$11.7M
498K
+13%
Added · +56K sh
Q2 2026
7RiverTree Advisors, LLC
$7.9M
337K
+8.2%
Added · +25K sh
Q2 2026
8Key Capital Management, INC
$5.7M
243K
+7.3%
Added · +16K sh
Q2 2026
9Owen LaRue, LLC
$5.3M
228K
−11%
Reduced · −28K sh
Q2 2026
10Orion Porfolio Solutions, LLC
$5.0M
215K
+8.7%
Added · +17K sh
Q1 2026
11HOWARD BAILEY SECURITIES, LLC
$4.1M
175K
+0.8%
Added · +1K sh
Q2 2026
12B.O.S.S. Retirement Advisors, LLC
$3.4M
146K
+7.5%
Added · +10K sh
Q2 2026
13Park Edge Advisors, LLC
$3.3M
142K
+1.7%
Added · +2K sh
Q2 2026
14FSA Advisors, Inc.
$3.2M
135K
+13%
Added · +15K sh
Q2 2026
15Impact Partnership Wealth, LLC
$3.1M
130K
+30%
Added · +30K sh
Q2 2026
16SteelPeak Wealth, LLC
$2.9M
124K
+133%
Added · +71K sh
Q2 2026
17Encompass More Asset Management
$2.9M
123K
+4.5%
Added · +5K sh
Q2 2026
18Fiduciary Alliance LLC
$2.8M
118K
New
+118K sh
Q1 2026
19CreativeOne Wealth, LLC
$2.1M
91K
+45%
Added · +28K sh
Q2 2026
20Authentikos Wealth Advisory, LLC
$2.0M
84K
−4.7%
Reduced · −4K sh
Q2 2026
21SMART Wealth LLC
$1.9M
81K
−6.7%
Reduced · −6K sh
Q2 2026
22GK Wealth Management LLC
$1.9M
80K
New
+80K sh
Q2 2026
23Beacon Capital Management, LLC
$1.7M
74K
−27%
Reduced · −27K sh
Q2 2026
24Blackston Financial Advisory Group, LLC
$1.7M
73K
+7.1%
Added · +5K sh
Q2 2026
25WCG Wealth Advisors LLC
$1.7M
73K
−29%
Reduced · −30K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BUCK being bought or sold by institutions?

Last quarter, 12 funds opened a new position in BUCK and 26 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
12
funds
Added
26
funds
Reduced
11
funds
Exited
0
funds

Funds that own BUCK also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA51 funds$2.3B
MICROSOFT CORPMSFT51 funds$1.5B
APPLE INCAAPL50 funds$2.9B
AMAZON.COM INCAMZN50 funds$1.2B
ALPHABET INC-CL AGOOGL49 funds$1.1B
ALPHABET INC-CL CGOOG49 funds$694.2M
JPMORGAN CHASE & COJPM49 funds$678.7M
WALMART INCWMT49 funds$563.8M
TESLA INCTSLA49 funds$483.8M
JOHNSON & JOHNSONJNJ49 funds$468.6M
ISHARES CORE S&P 500 ETFIVV48 funds$3.1B
SS SPDR S&P 500 ETF TRUST-USSPY48 funds$1.6B

Ranked by how many of BUCK's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

64 funds+40 since Q3 2024
03978Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $147.6M · 1 values withheld

Share classes

Class13F holdersValue held
CTAmc230 funds$997.9M
MTBAcommon139 funds$971.4M
BUCKthis pageTREASURY OPT INC88 funds$222.8M
AGGHUIT EXCHANGE TRADED86 funds$352.3M
CDXMF Closed and MF Open83 funds$273.8M
HEQTMF Closed and MF Open80 funds$201.0M
TUASHORT TERM TREA73 funds$456.1M
SVOLmc72 funds$64.6M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

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

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Ask your agent what changed in BUCK

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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Use Arkolith's capital_change_brief for BUCK.
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corroborates it, and cite the SEC evidence.

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.