Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SIMPLIFY EXCHANGE TRADED FUN (BUCK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
1Q ▲
Buyers last Q
66%

Smart Money Signals — BUCK

Based on 83 hedge funds · latest filing: 2025 Q4 · 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
83 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 — +84% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+84% 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 — 66% buying

56 buying29 selling
Last quarter: 56 funds were net buyers (22 opened a brand new position + 34 added to an existing one). Only 29 were sellers (21 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new BUCK position: 39 → 19 → 10 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 41% entered in last year

■ 4% conviction (2yr+) ■ 55% medium ■ 41% new
Only 3 funds (4%) 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.
📊

Peak discovery — momentum slowing

15 → 39 → 19 → 10 → 22 new funds/Q
New funds entering each quarter: 39 → 19 → 10 → 22. BUCK is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 76% of holders entered in last year

■ 6% veterans ■ 18% 1-2yr ■ 76% new
Of 83 current holders: 63 (76%) entered in the past year, only 5 (6%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
6 of 83 holders rank in the top 100 by AUM, but together hold only 12% 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.

Hedge Fund Ownership: BUCK

How many hedge funds hold BUCK — quarterly history vs. share price
Quarterly hedge fund ownership of BUCK vs. share price

Market Analysis: BUCK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BUCK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: BUCK
2026 Q1 Stats Unlock in 10 days 83 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 83 69 20.29%
13F Shares 7M 7M 4.45%
Total Value $162M $156M 3.81%
New Positions 22 10 +12
Increased Positions 34 26 +8
Closed Positions 8 15 -7
Reduced Positions 21 27 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BUCK

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

83 + investors

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

Top 25 institutional holders of BUCK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RiverTree Advisors, LLC 4.63% 311,262 $7.3M
2 Key Capital Management, INC 3.52% 226,781 $5.3M
3 Elevated Capital Advisors, LLC 2.61% 441,417 $10.4M
4 Owen LaRue, LLC 2.31% 256,075 $6.0M
5 FSA Advisors, Inc. 1.86% 120,011 $2.8M
6 HOWARD BAILEY SECURITIES, LLC 1.67% 173,204 $4.1M
7 Authentikos Wealth Advisory, LLC 1.41% 88,578 $2.1M
8 LANE BROTHERS & CO INC 1.15% 67,154 $1.6M
9 Blackston Financial Advisory Group, LLC 1.01% 68,492 $1.6M
10 B.O.S.S. Retirement Advisors, LLC 0.97% 135,332 $3.2M
11 Networth Advisors, LLC 0.84% 50,491 $1.2M
12 Park Edge Advisors, LLC 0.76% 140,046 $3.3M
13 Andina Capital Management, LLC 0.69% 33,225 $781K
14 Simplify Asset Management Inc. 0.61% 1,700,000 $40.0M
15 SMART Wealth LLC 0.59% 86,417 $2.0M
16 Encompass More Asset Management 0.46% 117,407 $2.8M
17 COMPASS CAPITAL CORP /MA/ /ADV 0.45% 53,048 $1.2M
18 WealthCare Asset Management, LLC 0.39% 15,700 $369K
19 Impact Partnership Wealth, LLC 0.29% 100,402 $2.4M
20 Legacy Wealth Managment, LLC/ID 0.29% 24,666 $580K
21 Cambridge Advisors Inc. 0.23% 51,120 $1.2M
22 WEDBUSH SECURITIES INC 0.20% 297,732 $7K
23 Alpine Bank Wealth Management 0.20% 58,278 $1.4M
24 Mosley Wealth Management 0.18% 16,420 $392K
25 Fiduciary Alliance LLC 0.17% 118,006 $2.8M
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 — 66% buying: Last quarter: 56 funds were net buyers (22 opened a brand new position + 34 added to an existing one). Only 29 were sellers (21 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUCK holders?

Smaller funds dominant — 12% AUM from top-100: 6 of 83 holders rank in the top 100 by AUM, but together hold only 12% 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 — 41% entered in last year: Only 3 funds (4%) 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.