Who owns BUCK
Which tracked institutional funds hold BUCK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BUCK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
30 tracked funds added or opened BUCK while 12 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BUCK’s largest tracked holder by dollar value, Simplify Asset Management Inc., sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BUCK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 99 tracked filers holding BUCK, 70 increased or opened the position and 38 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BUCK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- GK Wealth Management LLC$2M
- BEESE FULMER INVESTMENT MANAGEMENT, INC.$1M
- Schulz Wealth, LTD.$828K
- BANK OF AMERICA CORP /DE/$748K
- Lloyd Advisory Services, LLC.$643K
- Astoria Portfolio Advisors LLC.$625K
Full exits 5
- VanWeelden Wealth Management, LLC$7M
- WEDBUSH SECURITIES INC$7M
- Cambridge Investment Research Advisors, Inc.$791K
- Andina Capital Management, LLC$781K
- HRT FINANCIAL LP$539K
Largest adds
- CAPTRUST FINANCIAL ADVISORS$7M
- PRINCIPAL SECURITIES, INC.$5M
- LANE BROTHERS & CO INC$3M
- LPL Financial LLC$2M
- SteelPeak Wealth, LLC$2M
- Elevated Capital Advisors, LLC$1M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$6M
- Caerus Investment Advisors, LLC$740K
- Owen LaRue, LLC$670K
- Beacon Capital Management, LLC$637K
- Private Advisor Group, LLC$539K
- COMPASS CAPITAL CORP /MA/ /ADV$358K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Simplify Asset Management Inc. | 1,700,000 | $40M | 16.2% | 2026-Q2 |
| AE Wealth Management LLC added | 1,025,769 | $24M | 9.8% | 2026-Q2 |
| LPL Financial LLC added | 925,508 | $22M | 8.8% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 608,397 | $14M | 5.8% | 2026-Q2 |
| Elevated Capital Advisors, LLC added | 497,573 | $12M | 4.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 446,645 | $10M | 4.3% | 2026-Q2 |
| RiverTree Advisors, LLC added | 336,734 | $8M | 3.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 319,302 | $7M | 3.0% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 257,395 | $6M | 2.5% | 2026-Q2 |
| Key Capital Management, INC added | 243,255 | $6M | 2.3% | 2026-Q2 |
| Owen LaRue, LLC trimmed | 228,395 | $5M | 2.2% | 2026-Q2 |
| LANE BROTHERS & CO INC added | 175,178 | $4M | 1.7% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC added | 174,639 | $4M | 1.7% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC added | 145,512 | $3M | 1.4% | 2026-Q2 |
| Park Edge Advisors, LLC added | 142,406 | $3M | 1.4% | 2026-Q2 |
| Fiduciary Alliance LLC added | 135,512 | $3M | 1.3% | 2026-Q2 |
| FSA Advisors, Inc. added | 135,402 | $3M | 1.3% | 2026-Q2 |
| Impact Partnership Wealth, LLC added | 130,452 | $3M | 1.2% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 123,900 | $3M | 1.2% | 2026-Q2 |
| Encompass More Asset Management added | 122,659 | $3M | 1.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 91,008 | $2M | 0.9% | 2026-Q2 |
| Reyes Financial Architecture, Inc. trimmed | 87,750 | $2M | 0.8% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC trimmed | 84,383 | $2M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 84,071 | $2M | 0.8% | 2026-Q2 |
| SMART Wealth LLC trimmed | 80,602 | $2M | 0.8% | 2026-Q2 |
| GK Wealth Management LLC trimmed | 79,699 | $2M | 0.8% | 2026-Q2 |
| Beacon Capital Management, LLC trimmed | 73,671 | $2M | 0.7% | 2026-Q2 |
| Blackston Financial Advisory Group, LLC added | 73,343 | $2M | 0.7% | 2026-Q2 |
| Alpine Bank Wealth Management added | 67,324 | $2M | 0.6% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 67,104 | $2M | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 66,630 | $2M | 0.6% | 2026-Q2 |
| Integrated Advisors Network LLC added | 64,012 | $1M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 61,438 | $1M | 0.6% | 2026-Q2 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. new | 58,076 | $1M | 0.6% | 2026-Q2 |
| Patten Group, Inc. added | 54,276 | $1M | 0.5% | 2026-Q2 |
| Cambridge Advisors Inc. added | 53,854 | $1M | 0.5% | 2026-Q2 |
| Networth Advisors, LLC added | 52,584 | $1M | 0.5% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 50,525 | $1M | 0.5% | 2026-Q2 |
| Mosley Wealth Management added | 47,333 | $1M | 0.5% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 43,764 | $1M | 0.4% | 2026-Q2 |
| Moors & Cabot, Inc. added | 43,411 | $1M | 0.4% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 43,370 | $1M | 0.4% | 2026-Q2 |
| Soltis Investment Advisors LLC added | 41,332 | $968K | 0.4% | 2026-Q2 |
| Arax Advisory Partners added | 39,021 | $914K | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 38,229 | $895K | 0.4% | 2026-Q2 |
| COMPASS CAPITAL CORP /MA/ /ADV trimmed | 38,037 | $890K | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 36,248 | $849K | 0.3% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 36,197 | $848K | 0.3% | 2026-Q2 |
| WINNACLE WEALTH LLC added | 35,506 | $832K | 0.3% | 2026-Q2 |
| Schulz Wealth, LTD. new | 35,336 | $828K | 0.3% | 2026-Q2 |
| TME FINANCIAL, INC. trimmed | 32,732 | $767K | 0.3% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID added | 32,164 | $753K | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 31,936 | $748K | 0.3% | 2026-Q2 |
| WealthCare Asset Management, LLC added | 31,848 | $746K | 0.3% | 2026-Q2 |
| Revisor Wealth Management LLC added | 29,204 | $684K | 0.3% | 2026-Q2 |
| NFSG Corp added | 28,419 | $666K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 28,220 | $661K | 0.3% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 27,470 | $643K | 0.3% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. new | 26,684 | $625K | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 21,326 | $499K | 0.2% | 2026-Q2 |
| Straight Path Wealth Management trimmed | 21,212 | $497K | 0.2% | 2026-Q2 |
| Everstar Asset Management, LLC new | 19,795 | $464K | 0.2% | 2026-Q2 |
| Resurgent Financial Advisors LLC new | 19,195 | $450K | 0.2% | 2026-Q2 |
| Caerus Investment Advisors, LLC trimmed | 16,456 | $385K | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 16,020 | $375K | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC added | 15,969 | $374K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 15,932 | $373K | 0.2% | 2026-Q2 |
| Decker Retirement Planning Inc. trimmed | 15,521 | $364K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 15,149 | $355K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 13,953 | $327K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 12,582 | $295K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 12,536 | $294K | 0.1% | 2026-Q2 |
| Advisor OS, LLC added | 12,414 | $291K | 0.1% | 2026-Q2 |
| LifeWealth Investments, LLC added | 11,300 | $265K | 0.1% | 2026-Q2 |
| Blueprint Investment Partners LLC new | 10,655 | $250K | 0.1% | 2026-Q2 |
| Mariner, LLC new | 9,339 | $219K | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC new | 8,640 | $202K | 0.1% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 8,366 | $196K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 8,291 | $194K | 0.1% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 8,224 | $193K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 7,581 | $178K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 6,800 | $159K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 6,000 | $141K | 0.1% | 2026-Q2 |
| POM Investment Strategies, LLC trimmed | 4,454 | $104K | 0.0% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 2,090 | $49K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 1,620 | $38K | 0.0% | 2026-Q2 |
| Montgomery Financial Services LLC new | 1,603 | $38K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 1,068 | $25K | 0.0% | 2026-Q2 |
| GFS Advisors, LLC added | 11,470 | $24K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 710 | $17K | 0.0% | 2026-Q2 |
| Asset Planning,Inc new | 608 | $14K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 519 | $12K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 341 | $8K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 321 | $8K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 251 | $6K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC new | 98 | $2K | 0.0% | 2026-Q2 |
| Triumph Capital Management trimmed | 85 | $2K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 35 | $820 | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 4 | — | 0.0% | 2026-Q2 |
| VanWeelden Wealth Management, LLC new | 304,046 | $7M | 2.9% | 2026-Q1 stale (1 quarter behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.