Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amplify ETF Tr (BLOK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — BLOK

Based on 251 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BLOK 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
251 hedge funds hold BLOK 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 — +36% more funds vs a year ago

fund count last 6Q
+67 new funds entered over the past year (+36% 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.
🟡

Slight buying edge — 51% buying

111 buying108 selling
Last quarter: 111 funds bought or added vs 108 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~38 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 57 → 55 → 38 → 38. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 23% medium ■ 27% new
126 out of 251 hedge funds have held BLOK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (-5% value, -37% shares)

Value
-5%
Shares
-36%
Last quarter: total value of institutional BLOK holdings rose -5% even though funds reduced share count by 37%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

34 → 57 → 55 → 38 → 38 new funds/Q
New funds entering each quarter: 57 → 55 → 38 → 38. BLOK is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 55% veterans vs 33% newcomers

■ 55% veterans ■ 12% 1-2yr ■ 33% new
Entry-cohort mix of 253 holders: 138 (55%) are 2+ year veterans, 31 entered 1–2 years ago, and 84 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
16 of 250 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Institutional Sentiment Summary — BLOK

In 2026 Q1, 111 hedge funds were net buyers of BLOK (38 opened a new position, 73 added to an existing one), while 108 reduced or exited (71 trimmed, 37 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 251.

Hedge Fund Ownership: BLOK

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

Market Analysis: BLOK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BLOK

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 5 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: BLOK
276 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 276 251 9.96%
13F Shares 8M 7M 6.31%
Total Value $601M $8.99B -93.31%
New Positions 52 38 +14
Increased Positions 89 73 +16
Closed Positions 26 37 -11
Reduced Positions 57 69 -12
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: BLOK

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Institutional Holders (2026 Q2)

276 + investors

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

QUARTER:
Top 25 BLOK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thryve Wealth Management LLC 5.09% 145,321 $9.1M
2 Carter Financial Group, INC. 3.90% 120,017 $7.5M
3 Bridgelight Financial Advisors, Inc. 3.31% 68,277 $3.9M
4 Gerber, LLC 2.64% 89,771 $5.6M
5 Oasis Advisors, LLC 2.18% 53,610 $3.4M
6 Florin Court Capital LLP 1.53% 15,000 $939K
7 Quattro Advisors LLC 1.39% 33,354 $2.1M
8 Thor Trading Advisors, LLC 1.30% 66,334 $4.2M
9 Cedrus Wealth Group LLC 1.02% 18,589 $1.2M
10 Mattson Financial Services, LLC 0.99% 79,643 $4.7M
11 Riggs Asset Managment Co. Inc. 0.81% 72,705 $4.6M
12 Traction Financial Partners, LLC 0.62% 18,579 $1.2M
13 Columbus Macro, LLC 0.60% 98,258 $6.2M
14 FSA Investment Group, LLC 0.59% 28,832 $1.8M
15 Gradient Investments LLC 0.48% 551,638 $34.5M
16 Arbor Capital Management Inc /Adv 0.42% 7,381 $424K
17 Kaizen Financial Strategies 0.39% 19,130 $1.2M
18 Paladin Wealth, LLC 0.37% 10,154 $636K
19 Fund Advisors of America Inc/FL 0.35% 6,220 $390K
20 Capital Advisor Network LLC 0.33% 4,259 $267K
21 Advyzon Investment Management, LLC 0.33% 72,122 $4.5M
22 Eagle Strategies LLC 0.32% 50,827 $3.2M
23 Arwa LLC 0.25% 10,201 $608K
24 Nwam LLC 0.24% 78,053 $4.9M
25 Strategic Wealth Investment Group, LLC 0.23% 29,660 $1.9M
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 — Amplify ETF Tr (BLOK)

What does the Smart Money Trend signal show for BLOK?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BLOK 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 BLOK?

Slight buying edge — 51% buying: Last quarter: 111 funds bought or added vs 108 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BLOK holders?

Smaller funds dominant — 2% AUM from top-100: 16 of 250 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BLOK?

50% of holders stayed for 2+ years: 126 out of 251 hedge funds have held BLOK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.

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