BUCK Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Simplify Exchange Traded Fun (BUCK) following the 2026 Q2 hedge fund 13F filings?

As of today, BUCK has moved +0.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (June 30, 2026), BUCK gained -0.1% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Simplify Exchange Traded Fun (BUCK)

99 + Investors. Track Smart Money conviction in BUCK. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BUCK

Based on 100 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added BUCK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

100 hedge funds hold BUCK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q

+22 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 67% buying

72 buying36 selling

Last quarter: 72 funds were net buyers (25 opened a brand new position + 47 added to an existing one). Only 36 were sellers (25 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter

Funds opening a new BUCK position: 10 → 24 → 12 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 42% entered in last year

■ 13% conviction (2yr+) ■ 45% medium ■ 42% new

Only 13 funds (13%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~25 new funds/quarter

19 → 10 → 24 → 12 → 25 new funds/Q

New funds entering each quarter: 10 → 24 → 12 → 25. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 9% veterans, 52% new entrants

■ 9% veterans ■ 39% 1-2yr ■ 52% new

Of 100 current holders: 9 (9%) held 2+ years, 39 held 1–2 years, 52 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

8 of 100 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	99	86	15.12%
13F Shares	11M	10M	10.08%
Total Value	$238M	$219M	8.67%
New Positions	24	12	+12
Increased Positions	47	37	+10
Closed Positions	11	13	-2
Reduced Positions	25	27	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

15.12%

13F Shares

11M

10M

10.08%

Total Value

$238M

$219M

8.67%

New Positions

+12

Increased Positions

+10

Closed Positions

-2

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

99 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BUCK. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BUCK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	RiverTree Advisors, LLC	4.66%	336,734	$7.9M
2	Elevated Capital Advisors, LLC	3.20%	497,573	$11.7M
3	Key Capital Management, INC	2.93%	243,255	$5.7M
4	Lane Brothers & Co Inc	2.68%	175,178	$4.1M
5	Owen LaRue, LLC	1.86%	228,395	$5.3M
6	Howard Bailey Securities, LLC	1.53%	174,639	$4.1M
7	FSA Advisors, Inc.	1.45%	135,402	$3.2M
8	Authentikos Wealth Advisory, LLC	1.26%	84,383	$2.0M
9	Reyes Financial Architecture, Inc.	1.15%	87,750	$2.1M
10	GK Wealth Management LLC	0.98%	79,699	$1.9M
11	Blackston Financial Advisory Group, LLC	0.97%	73,343	$1.7M
12	B.O.S.S. Retirement Advisors, LLC	0.92%	145,512	$3.4M
13	Networth Advisors, LLC	0.72%	52,584	$1.2M
14	Park Edge Advisors, LLC	0.70%	142,406	$3.3M
15	Winnacle Wealth LLC	0.57%	35,506	$832K
16	Simplify Asset Management Inc.	0.55%	1,700,000	$39.8M
17	Tme Financial, INC.	0.47%	32,732	$767K
18	Schulz Wealth, LTD.	0.43%	35,336	$828K
19	Encompass More Asset Management	0.42%	122,659	$2.9M
20	SMART Wealth LLC	0.41%	80,602	$1.9M
21	Mosley Wealth Management	0.35%	47,333	$1.1M
22	Legacy Wealth Managment, LLC/ID	0.31%	32,164	$753K
23	WealthCare Asset Management, LLC	0.31%	31,848	$746K
24	Impact Partnership Wealth, LLC	0.30%	130,452	$3.1M
25	Compass Capital Corp /Ma/ /Adv	0.29%	38,037	$890K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (BUCK)

What does the Smart Money Trend signal show for BUCK?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BUCK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BUCK?

More buyers than sellers — 67% buying: Last quarter: 72 funds were net buyers (25 opened a brand new position + 47 added to an existing one). Only 36 were sellers (25 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUCK holders?

Smaller funds dominant — 13% AUM from top-100: 8 of 100 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BUCK?

Mostly new holders — 42% entered in last year: Only 13 funds (13%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Simplify Exchange Traded Fun (BUCK) following the 2026 Q2 hedge fund 13F filings?

As of today, BUCK has moved +0.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (June 30, 2026), BUCK has gained -0.1% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Simplify Exchange Traded Fun (BUCK)

Smart Money Signals — BUCK

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +28% more funds vs a year ago

More buyers than sellers — 67% buying

More new buyers each quarter (+13 vs last Q)

Mostly new holders — 42% entered in last year

Steady discovery — ~25 new funds/quarter

Mixed cohorts — 9% veterans, 52% new entrants

Smaller funds dominant — 13% AUM from top-100

Institutional Sentiment Summary — BUCK

Hedge Fund Ownership: BUCK

Market Analysis: BUCK

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BUCK

Is It Too Late to Buy Simplify Exchange Traded Fun (BUCK) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BUCK

Statistics: BUCK

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Simplify Exchange Traded Fun (BUCK)

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