Who owns BUCK?
Simplify Treasury Option Income ETF · Simplify
102 institutions reported holding BUCK, worth $250.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BUCK
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Simplify Asset Management Inc. | Las Vegas, NV | $39.8M | 1,700,000 | No change |
| AE Wealth Management LLC | Topeka, KS | $24.0M | 1,025,769 | +20,532 shares |
| LPL Financial LLC | Fort Mill, SC | $21.7M | 925,508 | +99,987 shares |
| Principal Securities, Inc. | Des Moines, IA | $14.2M | 608,397 | +196,861 shares |
| Elevated Capital Advisors, LLC | Sandy, UT | $11.7M | 497,573 | +56,156 shares |
| Captrust Financial Advisors | Raleigh, NC | $10.5M | 446,645 | +306,728 shares |
| Wedbush Securities Inc. | Pasadena, CA | $8.9M | 380,116 | +82,384 shares |
| RiverTree Advisors, LLC | Winter Park, FL | $7.9M | 336,734 | +25,472 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $7.5M | 319,302 | −255,438 shares |
| Orion Porfolio Solutions, LLC | Omaha, NE | $6.0M | 257,395 | +42,598 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BUCK?
102 institutional managers reported holding BUCK in Form 13F filings for June 30, 2026, worth $250.2M in total. The largest reported position was held by Simplify Asset Management Inc., at $39.8M.
Did institutions buy or sell BUCK last quarter?
Reported 13F value rose 10.7% from March 31, 2026, which includes price moves as well as buying and selling. 26 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BUCK ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.