BUCK · Simplify Treasury Option Income ETF ETF
$23.25
-0.07 (-0.30%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $1,122,239
Total Shares: 47,918
Institutional Ownership Trend
13 quarters
Holder Concentration
Across 2 13F filers · Δ vs Sep 30, 2025Top Holder
73.7%
+24.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,127
Highly concentrated+1,847
Quarterly Activity
vs Sep 30, 2025
New
2
Increased
0
Decreased
0
Sold Out
4
Unchanged
0
Holder count:
-2
Institutional value:
-45.6%
Shares held:
-44.6%
Top New Positions
vs Sep 30, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Schulz Wealth, LTD. | 35,336 | $827,569 | |
| Mega CITADEL ADVISORS LLC | 12,582 | $294,670 |
Top Sold-Out Positions
vs Sep 30, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Caerus Investment Advisors, LLC | 42,523 | $1,014,173 | |
| Mid Advisory Services Network, LLC | 36,637 | $873,791 | |
| Large NewEdge Advisors, LLC | 7,023 | $167,498 | |
| Small Triumph Capital Management | 275 | $6,558 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Schulz Wealth, LTD. BUCK | $827,569 | 73.74% | 35,336 | Shares | 2026-08-26 | |
| Mega CITADEL ADVISORS LLC BUCK | $294,670 | 26.26% | 12,582 | Shares | 2026-09-02 |