Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / TREASURY OPT INC
-
Total 13F shares
-
6,656,660
-
Share change
-
-587,153
-
Total reported value
-
$158,762,592
-
Price per share
-
$23.85
-
Number of holders
-
71
-
Value change
-
-$13,914,212
-
Number of buys
-
35
-
Number of sells
-
45
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) as of Q3 2025
As of 30 Sep 2025,
SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) was held by
71 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,656,660 shares.
The largest 10 holders included
AE Wealth Management LLC, LPL Financial LLC, Beacon Capital Management, LLC, Kestra Advisory Services, LLC, Elevated Capital Advisors, LLC, POM Investment Strategies, LLC, RiverTree Advisors, LLC, Park Edge Advisors, LLC, WEDBUSH SECURITIES INC, and Orion Porfolio Solutions, LLC.
This page lists
71
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.