Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / TREASURY OPT INC
-
Total 13F shares
-
7,265,353
-
Share change
-
+392,439
-
Total reported value
-
$172,025,470
-
Price per share
-
$23.64
-
Number of holders
-
79
-
Value change
-
+$8,368,345
-
Number of buys
-
54
-
Number of sells
-
36
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) as of Q2 2025
As of 30 Jun 2025,
SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC (BUCK) was held by
79 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,265,353 shares.
The largest 10 holders included
AE Wealth Management LLC, Beacon Capital Management, LLC, LPL Financial LLC, Kestra Advisory Services, LLC, Park Edge Advisors, LLC, RiverTree Advisors, LLC, POM Investment Strategies, LLC, Elevated Capital Advisors, LLC, COMPASS CAPITAL CORP /MA/ /ADV, and Encompass More Asset Management.
This page lists
80
institutional shareholders reporting positions in this security
for the Q2 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.