Simplify Treasury Option ETF (BUCK): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 103

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$23.42

-0.4% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of BUCK (all 13F filers)

Simplify Asset Management1.7 MType not verified0
AE Wealth Management1.0 MWealth adviser+21 K
LPL Financial926 KWealth adviser+100 K
Principal Securities608 KType not verified+197 K
Elevated Capital Advisors498 KType not verified+56 K
Captrust Financial Advisors447 KWealth adviser+307 K
Wedbush Securities380 KType not verified+82 K
RiverTree Advisors337 KType not verified+25 K
Envestnet Asset Management319 KWealth adviser−255 K
Orion Porfolio Solutions257 KType not verified+43 K

Filer	Type
Simplify Asset Management	Type not verified	1.7 M	0	$39.8M
AE Wealth Management	Wealth adviser	1.0 M	+21 K	$24.0M
LPL Financial	Wealth adviser	926 K	+100 K	$21.7M
Principal Securities	Type not verified	608 K	+197 K	$14.2M
Elevated Capital Advisors	Type not verified	498 K	+56 K	$11.7M
Captrust Financial Advisors	Wealth adviser	447 K	+307 K	$10.5M
Wedbush Securities	Type not verified	380 K	+82 K	$8.9M
RiverTree Advisors	Type not verified	337 K	+25 K	$7.9M
Envestnet Asset Management	Wealth adviser	319 K	−255 K	$7.5M
Orion Porfolio Solutions	Type not verified	257 K	+43 K	$6.0M

Simplify Asset Management
Shares
1.7 M
Change
0
See more
Type
Type not verified
Value
$39.8M
AE Wealth Management
Shares
1.0 M
Change
+21 K
See more
Type
Wealth adviser
Value
$24.0M
LPL Financial
Shares
926 K
Change
+100 K
See more
Type
Wealth adviser
Value
$21.7M
Principal Securities
Shares
608 K
Change
+197 K
See more
Type
Type not verified
Value
$14.2M
Elevated Capital Advisors
Shares
498 K
Change
+56 K
See more
Type
Type not verified
Value
$11.7M
Captrust Financial Advisors
Shares
447 K
Change
+307 K
See more
Type
Wealth adviser
Value
$10.5M
Wedbush Securities
Shares
380 K
Change
+82 K
See more
Type
Type not verified
Value
$8.9M
RiverTree Advisors
Shares
337 K
Change
+25 K
See more
Type
Type not verified
Value
$7.9M
Envestnet Asset Management
Shares
319 K
Change
−255 K
See more
Type
Wealth adviser
Value
$7.5M
Orion Porfolio Solutions
Shares
257 K
Change
+43 K
See more
Type
Type not verified
Value
$6.0M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗