Who owns BUCK (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-Q1 13F filings. 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
23 tracked funds added or opened BUCK while 20 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 87 tracked filers holding BUCK, 51 increased or opened the position and 40 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 2025-Q4 and 2026-Q1 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
- Simplify Asset Management Inc.$40M
- VanWeelden Wealth Management, LLC$7M
- Fiduciary Alliance LLC$3M
- SMART Wealth LLC$2M
- Integrated Wealth Concepts LLC$811K
- COMMONWEALTH EQUITY SERVICES, LLC$547K
Full exits 8
- GK Wealth Management LLC$2M
- Prime Capital Investment Advisors, LLC$2M
- Caerus Investment Advisors, LLC$1M
- Belpointe Asset Management LLC$1M
- Fortis Capital Advisors, LLC$1M
- Steward Partners Investment Advisory, LLC$791K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$9M
- PRINCIPAL SECURITIES, INC.$5M
- LPL Financial LLC$4M
- Owen LaRue, LLC$3M
- CAPTRUST FINANCIAL ADVISORS$3M
- Reyes Financial Architecture, Inc.$2M
Largest trims
- POM Investment Strategies, LLC$7M
- AE Wealth Management LLC$4M
- Park Edge Advisors, LLC$2M
- Kestra Advisory Services, LLC$2M
- Beacon Capital Management, LLC$1M
- Farther Finance Advisors, LLC$1M
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. trimmed | 1,700,000 | $40M | 14.9% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 1,005,237 | $24M | 8.8% | 2026-Q1 |
| LPL Financial LLC added | 825,521 | $19M | 7.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 574,740 | $14M | 5.0% | 2026-Q1 |
| Elevated Capital Advisors, LLC trimmed | 441,417 | $10M | 3.9% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 411,536 | $10M | 3.6% | 2026-Q1 |
| RiverTree Advisors, LLC trimmed | 311,262 | $7M | 2.7% | 2026-Q1 |
| VanWeelden Wealth Management, LLC new | 304,046 | $7M | 2.7% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 297,732 | $7M | 2.6% | 2026-Q1 |
| Owen LaRue, LLC added | 256,075 | $6M | 2.2% | 2026-Q1 |
| Key Capital Management, INC added | 226,781 | $5M | 2.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 214,797 | $5M | 1.9% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC added | 173,204 | $4M | 1.5% | 2026-Q1 |
| Park Edge Advisors, LLC trimmed | 140,046 | $3M | 1.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 139,917 | $3M | 1.2% | 2026-Q1 |
| B.O.S.S. Retirement Advisors, LLC added | 135,332 | $3M | 1.2% | 2026-Q1 |
| FSA Advisors, Inc. trimmed | 120,011 | $3M | 1.1% | 2026-Q1 |
| Fiduciary Alliance LLC new | 118,006 | $3M | 1.0% | 2026-Q1 |
| Encompass More Asset Management added | 117,407 | $3M | 1.0% | 2026-Q1 |
| Beacon Capital Management, LLC trimmed | 100,518 | $2M | 0.9% | 2026-Q1 |
| Impact Partnership Wealth, LLC added | 100,402 | $2M | 0.9% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC trimmed | 88,578 | $2M | 0.8% | 2026-Q1 |
| Reyes Financial Architecture, Inc. added | 87,980 | $2M | 0.8% | 2026-Q1 |
| SMART Wealth LLC new | 86,417 | $2M | 0.8% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 72,613 | $2M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 69,827 | $2M | 0.6% | 2026-Q1 |
| Blackston Financial Advisory Group, LLC added | 68,492 | $2M | 0.6% | 2026-Q1 |
| LANE BROTHERS & CO INC | 67,154 | $2M | 0.6% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 62,856 | $1M | 0.6% | 2026-Q1 |
| Alpine Bank Wealth Management added | 58,278 | $1M | 0.5% | 2026-Q1 |
| Independent Advisor Alliance added | 56,925 | $1M | 0.5% | 2026-Q1 |
| SteelPeak Wealth, LLC trimmed | 53,284 | $1M | 0.5% | 2026-Q1 |
| COMPASS CAPITAL CORP /MA/ /ADV trimmed | 53,048 | $1M | 0.5% | 2026-Q1 |
| Cambridge Advisors Inc. added | 51,120 | $1M | 0.4% | 2026-Q1 |
| Networth Advisors, LLC added | 50,491 | $1M | 0.4% | 2026-Q1 |
| Brookwood Investment Group LLC added | 49,991 | $1M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 44,190 | $1M | 0.4% | 2026-Q1 |
| Integrated Advisors Network LLC trimmed | 42,829 | $1M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 41,576 | $977K | 0.4% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. trimmed | 41,251 | $970K | 0.4% | 2026-Q1 |
| Advisory Services Network, LLC | 38,848 | $913K | 0.3% | 2026-Q1 |
| TME FINANCIAL, INC. trimmed | 38,311 | $900K | 0.3% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 37,563 | $883K | 0.3% | 2026-Q1 |
| Moors & Cabot, Inc. added | 37,201 | $874K | 0.3% | 2026-Q1 |
| Soltis Investment Advisors LLC added | 36,116 | $849K | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC new | 34,504 | $811K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 33,644 | $791K | 0.3% | 2026-Q1 |
| Andina Capital Management, LLC trimmed | 33,225 | $781K | 0.3% | 2026-Q1 |
| Arax Advisory Partners added | 32,215 | $757K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 30,238 | $711K | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 30,036 | $706K | 0.3% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID added | 24,666 | $580K | 0.2% | 2026-Q1 |
| Revisor Wealth Management LLC trimmed | 24,358 | $573K | 0.2% | 2026-Q1 |
| Straight Path Wealth Management trimmed | 23,641 | $556K | 0.2% | 2026-Q1 |
| NFSG Corp added | 23,358 | $549K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 23,292 | $547K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 22,952 | $539K | 0.2% | 2026-Q1 |
| Patten Group, Inc. new | 17,011 | $400K | 0.1% | 2026-Q1 |
| Mosley Wealth Management trimmed | 16,420 | $392K | 0.1% | 2026-Q1 |
| WealthCare Asset Management, LLC new | 15,700 | $369K | 0.1% | 2026-Q1 |
| Decker Retirement Planning Inc. trimmed | 15,556 | $366K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 14,642 | $344K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 14,173 | $333K | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC new | 13,639 | $321K | 0.1% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 12,179 | $286K | 0.1% | 2026-Q1 |
| Sage Capital Advisors,llc | 12,132 | $285K | 0.1% | 2026-Q1 |
| Advisor OS, LLC added | 12,057 | $283K | 0.1% | 2026-Q1 |
| PEAK FINANCIAL ADVISORS LLC added | 528,745 | $13M | 4.9% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC new | 147,848 | $4M | 1.4% | 2025-Q1 stale |
| TOWNSQUARE CAPITAL LLC new | 99,197 | $2M | 0.9% | 2025-Q1 stale |
| Stratos Investment Management, LLC added | 86,214 | $2M | 0.8% | 2025-Q2 stale |
| GK Wealth Management LLC trimmed | 84,552 | $2M | 0.7% | 2025-Q4 stale |
| Wealth Advisors of Iowa, LLC added | 77,656 | $2M | 0.7% | 2025-Q2 stale |
| Prime Capital Investment Advisors, LLC added | 68,020 | $2M | 0.6% | 2025-Q4 stale |
| GenTrust, LLC new | 58,278 | $1M | 0.5% | 2025-Q1 stale |
| Caerus Investment Advisors, LLC added | 55,304 | $1M | 0.5% | 2025-Q4 stale |
| J HAGAN CAPITAL, INC. added | 54,087 | $1M | 0.5% | 2025-Q3 stale |
| Belpointe Asset Management LLC added | 53,909 | $1M | 0.5% | 2025-Q4 stale |
| Fortis Capital Advisors, LLC added | 53,909 | $1M | 0.5% | 2025-Q4 stale |
| Spinnaker Investment Group, LLC new | 40,014 | $988K | 0.4% | 2025-Q1 stale |
| TD Waterhouse Canada Inc. new | 37,400 | $923K | 0.3% | 2025-Q1 stale |
| Ferguson Shapiro LLC trimmed | 35,210 | $832K | 0.3% | 2025-Q2 stale |
| Steward Partners Investment Advisory, LLC trimmed | 33,380 | $791K | 0.3% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 32,300 | $766K | 0.3% | 2025-Q4 stale |
| NAPA WEALTH MANAGEMENT new | 29,842 | $737K | 0.3% | 2025-Q1 stale |
| Stratos Wealth Advisors, LLC new | 29,798 | $735K | 0.3% | 2025-Q1 stale |
| Prosperity Wealth Management, Inc. trimmed | 23,807 | $564K | 0.2% | 2025-Q4 stale |
| Legacy Investment Solutions, LLC trimmed | 22,217 | $525K | 0.2% | 2025-Q2 stale |
| Lloyd Advisory Services, LLC. trimmed | 20,228 | $480K | 0.2% | 2025-Q4 stale |
| Financial Advocates Investment Management new | 20,100 | $475K | 0.2% | 2025-Q2 stale |
| NWAM LLC trimmed | 17,098 | $410K | 0.2% | 2025-Q3 stale |
| Envestnet Portfolio Solutions, Inc. added | 16,234 | $401K | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 16,234 | $401K | 0.1% | 2025-Q1 stale |
| Ethos Financial Group, LLC trimmed | 16,192 | $386K | 0.1% | 2025-Q3 stale |
| WOLVERINE TRADING, LLC trimmed | 15,807 | $376K | 0.1% | 2025-Q3 stale |
| JBR Co Financial Management Inc | 14,600 | $348K | 0.1% | 2025-Q3 stale |
| Guerra Advisors Inc trimmed | 14,091 | $336K | 0.1% | 2025-Q3 stale |
| Park Square Financial Group, LLC added | 13,107 | $310K | 0.1% | 2025-Q2 stale |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 11,879 | $283K | 0.1% | 2025-Q3 stale |
| Inspire Advisors, LLC trimmed | 11,746 | $278K | 0.1% | 2025-Q2 stale |
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.