Vault-13

SIMPLIFY EXCHANGE TRADED FUN BUCK

TREASURY OPT INC · ETP · CUSIP 82889N640

102 institutional holders +14 vs Q1 2026
10,621,63410.6m shares reported held*
$248.5mreported value*
22 new 48 added 25 reduced 10 sold out net bought ≈ $22.9m (+992.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.39.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q4 22: 6Q1 23: 7Q2 23: 6Q3 23: 7Q4 23: 8Q1 24: 15Q2 24: 24Q3 24: 34Q4 24: 51Q1 25: 80Q2 25: 82Q3 25: 72Q4 25: 87Q1 26: 88Q2 26: 102102Q4 22Q4 23Q4 24Q4 25Q2 26
Numbers
QuarterHolders
Q4 20226
Q1 20237
Q2 20236
Q3 20237
Q4 20238
Q1 202415
Q2 202424
Q3 202434
Q4 202451
Q1 202580
Q2 202582
Q3 202572
Q4 202587
Q1 202688
Q2 2026102

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 22 bought or addedQ3 24: 9 cut or sold outQ4 24: 25 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 66 bought or addedQ1 25: 20 cut or sold outQ2 25: 57 bought or addedQ2 25: 35 cut or sold outQ2 25Q3 25: 35 bought or addedQ3 25: 46 cut or sold outQ4 25: 57 bought or addedQ4 25: 27 cut or sold outQ4 25Q1 26: 51 bought or addedQ1 26: 38 cut or sold outQ2 26: 70 bought or addedQ2 26: 35 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024229
Q4 20242517
Q1 20256620
Q2 20255735
Q3 20253546
Q4 20255727
Q1 20265138
Q2 20267035

Biggest buyers

CAPTRUST FINANCIAL ADVISORS Added +306,728+306.7k
PRINCIPAL SECURITIES, INC. Added +196,861+196.9k
LANE BROTHERS & CO INC Added +108,024+108.0k
LPL Financial LLC Added +99,987+100.0k
WEDBUSH SECURITIES INC Added +82,384+82.4k
GK Wealth Management LLC New +79,699+79.7k
SteelPeak Wealth, LLC Added +70,616+70.6k
Janney Montgomery Scott LLC New +61,250+61.2k
BEESE FULMER INVESTMENT MANAGEMENT, INC. New +58,076+58.1k
Elevated Capital Advisors, LLC Added +56,156+56.2k

Biggest sellers

VanWeelden Wealth Management, LLC Sold out -304,046-304.0k
ENVESTNET ASSET MANAGEMENT INC Reduced -255,438-255.4k
Andina Capital Management, LLC Sold out -33,225-33.2k
Caerus Investment Advisors, LLC Reduced -31,430-31.4k
Owen LaRue, LLC Reduced -27,680-27.7k
Beacon Capital Management, LLC Reduced -26,847-26.8k
HRT FINANCIAL LP Sold out -22,952-23.0k
Private Advisor Group, LLC Reduced -22,864-22.9k
COMPASS CAPITAL CORP /MA/ /ADV Reduced -15,011-15.0k
RFG Advisory, LLC Sold out -14,642-14.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Simplify Asset Management Inc. 0.56% of their portfolio Las Vegas, NV 1,700,0001.7m $39.8m $39.8m 0.56% Unchanged
2 AE Wealth Management LLC 0.11% of their portfolio TOPEKA, KS 1,025,7691.0m $24.0m $24.0m 0.11% Added +20.5k +20,532
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 925,508925.5k $21.7m $21.7m 0.00% Added +100.0k +99,987
4 PRINCIPAL SECURITIES, INC. 0.17% of their portfolio DES MOINES, IA 608,397608.4k $14.2m $14.2m 0.17% Added +196.9k +196,861
5 Elevated Capital Advisors, LLC 3.20% of their portfolio SANDY, UT 497,573497.6k $11.7m $11.7m 3.20% Added +56.2k +56,156
6 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 446,645446.6k $10.5m $10.5m 0.02% Added +306.7k +306,728
7 WEDBUSH SECURITIES INC 0.23% of their portfolio PASADENA, CA 380,116380.1k $8.9m $8.9m 0.23% Added +82.4k +82,384
8 RiverTree Advisors, LLC 4.66% of their portfolio WINTER PARK, FL 336,734336.7k $7.9m $7.9m 4.66% Added +25.5k +25,472
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 319,302319.3k $7.5m $7.5m 0.00% Reduced -255.4k -255,438
10 Orion Porfolio Solutions, LLC 0.05% of their portfolio OMAHA, NE 257,395257.4k $6.0m $6.0m 0.05% Added +42.6k +42,598
11 Key Capital Management, INC 2.93% of their portfolio HENDERSONVILLE, TN 37075, TN 243,255243.3k $5.7m $5.7m 2.93% Added +16.5k +16,474
12 Owen LaRue, LLC 1.86% of their portfolio ELIZABETHTOWN, KY 228,395228.4k $5.3m $5.3m 1.86% Reduced -27.7k -27,680
13 LANE BROTHERS & CO INC 2.68% of their portfolio PRESCOTT, AZ 175,178175.2k $4.1m $4.1m 2.68% Added +108.0k +108,024
14 HOWARD BAILEY SECURITIES, LLC 1.53% of their portfolio FORT WAYNE, IN 174,639174.6k $4.1m $4.1m 1.53% Added +1.4k +1,435
15 B.O.S.S. Retirement Advisors, LLC 0.92% of their portfolio Lehi, UT 145,512145.5k $3.4m $3.4m 0.92% Added +10.2k +10,180
16 Park Edge Advisors, LLC 0.71% of their portfolio Cleveland, OH 142,406142.4k $3.3m $3.3m 0.71% Added +2.4k +2,360
17 Fiduciary Alliance LLC 0.21% of their portfolio GREENVILLE, SC 135,512135.5k $3.2m $3.2m 0.21% Added +17.5k +17,506
18 FSA Advisors, Inc. 1.45% of their portfolio TROY, MI 135,402135.4k $3.2m $3.2m 1.45% Added +15.4k +15,391
19 Impact Partnership Wealth, LLC 0.30% of their portfolio MARIETTA, GA 130,452130.5k $3.1m $3.1m 0.30% Added +30.1k +30,050
20 SteelPeak Wealth, LLC 0.08% of their portfolio WOODLAND HILLS, CA 123,900123.9k $2.9m $2.9m 0.08% Added +70.6k +70,616
21 Encompass More Asset Management 0.42% of their portfolio Danville, CA 122,659122.7k $2.9m $2.9m 0.42% Added +5.3k +5,252
22 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 91,00891.0k $2.1m $2.1m 0.05% Added +28.2k +28,152
23 Reyes Financial Architecture, Inc. 1.15% of their portfolio SAN DIEGO, CA 87,75087.8k $2.1m $2.1m 1.15% Reduced -230 -230
24 Authentikos Wealth Advisory, LLC 1.26% of their portfolio MORGAN HILL, CA 84,38384.4k $2.0m $2.0m 1.26% Reduced -4.2k -4,195
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 84,07184.1k $2.0m $2.0m 0.00% Added +14.2k +14,244
26 SMART Wealth LLC 0.41% of their portfolio Omaha, NE 80,60280.6k $1.9m $1.9m 0.41% Reduced -5.8k -5,815
27 GK Wealth Management LLC 1.13% of their portfolio RENO, NV 79,69979.7k $1.9m $1.9m 1.13% New
28 Beacon Capital Management, LLC 0.25% of their portfolio FRANKLIN, TN 73,67173.7k $1.7m $1.7m 0.25% Reduced -26.8k -26,847
29 Blackston Financial Advisory Group, LLC 0.97% of their portfolio THE VILLAGES, FL 73,34373.3k $1.7m $1.7m 0.97% Added +4.9k +4,851
30 Alpine Bank Wealth Management 0.20% of their portfolio GRAND JUNCTION, CO 67,32467.3k $1.6m $1.6m 0.20% Added +9.0k +9,046
31 WCG Wealth Advisors LLC 0.04% of their portfolio LAS VEGAS, NV 67,10467.1k $1.6m $1.6m 0.04% Reduced -5.5k -5,509
32 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 66,63066.6k $1.6m $1.6m 0.01% Added +32.1k +32,126
33 Integrated Advisors Network LLC 0.07% of their portfolio DALLAS, TX 64,01264.0k $1.5m $1.5m 0.07% Added +21.2k +21,183
34 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 61,43861.4k $1.4m $1.4m 0.00% Added +38.1k +38,146
35 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 61,25061.2k $1.4m $1.4m 0.00% New
36 BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.08% of their portfolio CANTON, OH 58,07658.1k $1.4m $1.4m 0.08% New
37 Patten Group, Inc. 0.20% of their portfolio CHATTANOOGA, TN 54,27654.3k $1.3m $1.3m 0.20% Added +37.3k +37,265
38 Cambridge Advisors Inc. 0.22% of their portfolio OMAHA, NE 53,85453.9k $1.3m $1.3m 0.22% Added +2.7k +2,734
39 Networth Advisors, LLC 0.72% of their portfolio CANONSBURG, PA 52,58452.6k $1.2m $1.2m 0.72% Added +2.1k +2,093
40 Independent Advisor Alliance 0.03% of their portfolio CHARLOTTE, NC 50,52550.5k $1.2m $1.2m 0.03% Reduced -6.4k -6,400
41 Mosley Wealth Management 0.35% of their portfolio ANAHEIM, CA 47,33347.3k $1.1m $1.1m 0.35% Added +30.9k +30,913
42 Redhawk Wealth Advisors, Inc. 0.10% of their portfolio MINNEAPOLIS, MN 43,76443.8k $1.0m $1.0m 0.10% Added +2.5k +2,513
43 Moors & Cabot, Inc. 0.04% of their portfolio BOSTON, MA 43,41143.4k $1.0m $1.0m 0.04% Added +6.2k +6,210
44 Brookwood Investment Group LLC 0.12% of their portfolio PHOENIX, AZ 43,37043.4k $1.0m $1.0m 0.12% Reduced -6.6k -6,621
45 Soltis Investment Advisors LLC 0.06% of their portfolio ST. GEORGE, UT 41,33241.3k $968.0k $968.0k 0.06% Added +5.2k +5,216
46 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 39,02139.0k $913.9k $913.9k 0.01% Added +6.8k +6,806
47 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 38,22938.2k $895.3k $895.3k 0.00% Reduced -3.3k -3,347
48 COMPASS CAPITAL CORP /MA/ /ADV 0.29% of their portfolio BRAINTREE, MA 38,03738.0k $889.7k $889.7k 0.29% Reduced -15.0k -15,011
49 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 36,24836.2k $848.9k $848.9k 0.01% Reduced -2.6k -2,600
50 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 36,19736.2k $847.7k $847.7k 0.02% Reduced -1.4k -1,366
51 WINNACLE WEALTH LLC 0.57% of their portfolio WACO, TX 35,50635.5k $831.6k $831.6k 0.57% Added +23.9k +23,945
52 Schulz Wealth, LTD. 0.43% of their portfolio MANSFIELD, TX 35,33635.3k $827.6k $827.6k 0.43% First filing
53 TME FINANCIAL, INC. 0.47% of their portfolio Huntington Beach, CA 32,73232.7k $766.6k $766.6k 0.47% Reduced -5.6k -5,579
54 Legacy Wealth Managment, LLC/ID 0.31% of their portfolio BOISE, ID 32,16432.2k $753.3k $753.3k 0.31% Added +7.5k +7,498
55 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 31,93631.9k $747.9k $747.9k 0.00% New
56 WealthCare Asset Management, LLC 0.31% of their portfolio SPRINGFIELD, MO 31,84831.8k $745.9k $745.9k 0.31% Added +16.1k +16,148
57 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,33630.3k $710.0k $710.0k 0.00% Reduced -3.3k -3,308
58 Revisor Wealth Management LLC 0.16% of their portfolio AKRON, OH 29,20429.2k $684.0k $684.0k 0.16% Added +4.8k +4,846
59 NFSG Corp 0.08% of their portfolio BOCA RATON, FL 28,41928.4k $665.6k $665.6k 0.08% Added +5.1k +5,061
60 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 28,22028.2k $660.9k $660.9k 0.00% Reduced -1.8k -1,816
61 Lloyd Advisory Services, LLC. 0.25% of their portfolio SUWANEE, GA 27,47027.5k $643.3k $643.3k 0.25% New
62 Astoria Portfolio Advisors LLC. 0.11% of their portfolio NEW YORK, NY 26,68426.7k $624.9k $624.9k 0.11% New
63 GFS Advisors, LLC 0.02% of their portfolio HOUSTON, TX 25,09525.1k $292.3k $292.3k 0.02% Added +16.1k +16,125
64 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 21,32621.3k $499.5k $499.5k 0.00% Reduced -22.9k -22,864
65 Straight Path Wealth Management 0.12% of their portfolio Jenison, MI 21,21221.2k $496.8k $496.8k 0.12% Reduced -2.4k -2,429
66 Everstar Asset Management, LLC 0.22% of their portfolio MOORESVILLE, NC 19,79519.8k $463.6k $463.6k 0.22% New
67 Resurgent Financial Advisors LLC 0.13% of their portfolio ATLANTA, GA 19,19519.2k $449.5k $449.5k 0.13% New
68 Caerus Investment Advisors, LLC 0.13% of their portfolio WEST LAKE HILLS, TX 16,45616.5k $385.4k $385.4k 0.13% Reduced -31.4k -31,430
69 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 16,02016.0k $375.2k $375.2k 0.02% Added +2.4k +2,381
70 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 15,96916.0k $374.0k $374.0k 0.01% New
71 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,93215.9k $373.1k $373.1k 0.00% Reduced -14.3k -14,306
72 Decker Retirement Planning Inc. 0.12% of their portfolio LEVI, UT 15,52115.5k $363.5k $363.5k 0.12% Reduced -35 -35
73 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 15,14915.1k $354.8k $354.8k 0.00% New
74 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 13,95314.0k $326.8k $326.8k 0.02% Added +10.8k +10,776
75 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,58212.6k $294.7k $294.7k 0.00% New
76 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 12,53612.5k $293.6k $293.6k 0.02% Added +357 +357
77 Advisor OS, LLC 0.02% of their portfolio CHICAGO, IL 12,41412.4k $290.7k $290.7k 0.02% Added +357 +357
78 LifeWealth Investments, LLC 0.07% of their portfolio WINTER GARDEN, FL 11,30011.3k $264.6k $264.6k 0.07% Added +1.4k +1,433
79 Blueprint Investment Partners LLC 0.02% of their portfolio GREENSBORO, NC 10,65510.7k $249.5k $249.5k 0.02% New
80 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,3399.3k $218.7k $218.7k 0.00% New
81 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 8,6408.6k $202.3k $202.3k 0.01% New
82 Golden State Wealth Management, LLC 0.02% of their portfolio SANTA ANA, CA 8,3668.4k $195.9k $195.9k 0.02% Added +3.3k +3,259
83 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,2918.3k $194.2k $194.2k 0.00% Added +1.3k +1,309
84 TOUNJIAN ADVISORY PARTNERS, LLC 0.08% of their portfolio FORT MYERS, FL 8,2248.2k $192.6k $192.6k 0.08% New
85 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7,5817.6k $177.5k $177.5k 0.00% Reduced -3.4k -3,393
86 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 6,8006.8k $159.3k $159.3k 0.00% New
87 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 6,0006.0k $140.5k $140.5k 0.00% Unchanged
88 POM Investment Strategies, LLC 0.12% of their portfolio RALEIGH, NC 4,4544.5k $104.3k $104.3k 0.12% Reduced -5.9k -5,939
89 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 2,0902.1k $48.9k $48.9k 0.00% Unchanged
90 Buck Wealth Strategies, LLC 0.00% of their portfolio DENVER, CO 1,6201.6k $37.9k $37.9k 0.00% New
91 Montgomery Financial Services LLC 0.03% of their portfolio OCEAN CITY, MD 1,6031.6k $37.5k $37.5k 0.03% First filing
92 Regatta Research & Money Management 0.02% of their portfolio METAIRIE, LA 1,0681.1k $25.0k $25.0k 0.02% First filing
93 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 710710 $16.6k $16.6k 0.00% Added +709 +709
94 Asset Planning,Inc 0.01% of their portfolio LOS ALAMITOS, CA 608608 $14.2k $14.2k 0.01% New
95 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 519519 $12.2k $12.2k 0.00% New
96 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 341341 $8.0k $8.0k 0.00% Added +199 +199
97 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 321321 $7.5k $7.5k 0.00% New
98 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 251251 $5.9k $5.9k 0.00% Reduced -1 -1
99 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 9898 $2.3k $2.3k 0.00% New
100 Triumph Capital Management 0.00% of their portfolio DENVER, CO 8585 $2.0k $2.0k 0.00% Reduced -190 -190