Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (ENZL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — ENZL

Based on 28 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 ENZL 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.
🔻

Below peak — only 67% of 3.0Y high

67% of all-time peak
Only 28 funds hold ENZL today versus a peak of 42 funds at 2024 Q3 — just 67% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 18% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold ENZL compared to a year ago (-18% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 56% buying

14 buying11 selling
Last quarter: 14 funds bought or added vs 11 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 3 → 2 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 11% medium ■ 18% new
20 out of 28 hedge funds have held ENZL 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.
➡️

Steady discovery — ~6 new funds/quarter

5 → 1 → 3 → 2 → 6 new funds/Q
New funds entering each quarter: 1 → 3 → 2 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 17% 1-2yr ■ 14% new
Of 29 current holders: 20 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
7 of 28 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
1.8
out of 10
Low Exit Risk
Exit risk score 1.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — ENZL

In 2026 Q1, 14 hedge funds were net buyers of ENZL (6 opened a new position, 8 added to an existing one), while 11 reduced or exited (8 trimmed, 3 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 28.

Hedge Fund Ownership: ENZL

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

Market Analysis: ENZL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ENZL

-- --

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

Is It Too Late to Buy ISHARES TR (ENZL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ENZL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
ENZL
+3.4%
SPY
+14.0%

ENZL outperformed SPY by -10.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
ENZL
-0.2%
SPY
+0.3%

Since the filing became public, ENZL outperformed SPY by -0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: ENZL
28 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 28 25 12.0%
13F Shares 555K 363K 52.77%
Total Value $24M $16M 43.47%
New Positions 6 2 +4
Increased Positions 8 5 +3
Closed Positions 3 6 -3
Reduced Positions 7 9 -2
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ENZL

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

28 + investors

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

QUARTER:
Top 25 institutional holders of ENZL — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marotta Asset Management 1.39% 177,839 $7.6M
2 Advantage Trust Co 0.03% 1,800 $77K
3 ABOUND FINANCIAL, LLC 0.02% 1,173 $50K
4 Dynamic Advisor Solutions LLC 0.02% 13,012 $555K
5 TD Waterhouse Canada Inc. 0.01% 89,673 $3.8M
6 AlphaCore Capital LLC 0.01% 6,250 $267K
7 IHT Wealth Management, LLC 0.01% 5,169 $220K
8 Equitable Holdings, Inc. 0.00% 17,108 $775K
9 Ballentine Partners, LLC 0.00% 8,100 $345K
10 DRW Securities, LLC 0.00% 5,363 $229K
11 4Thought Financial Group Inc. 0.00% 42 $2K
12 Blue Trust, Inc. 0.00% 1,186 $51K
13 Harel Insurance Investments & Financial Services Ltd. 0.00% 2,000 —
14 Farther Finance Advisors, LLC 0.00% 830 $35K
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 49,201 $2.1M
16 IFP Advisors, Inc 0.00% 200 $9K
17 CITADEL ADVISORS LLC 0.00% 14,525 $619K
18 BlackRock, Inc. 0.00% 131,915 $5.6M
19 RAYMOND JAMES FINANCIAL INC 0.00% 5,978 $255K
20 Steward Partners Investment Advisory, LLC 0.00% 300 $13K
21 CX Institutional 0.00% 43 —
22 UBS Group AG 0.00% 7,381 $315K
23 ROYAL BANK OF CANADA 0.00% 4,982 $212K
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 4,900 $209K
25 JONES FINANCIAL COMPANIES LLLP 0.00% 992 $42K
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 — ISHARES TR (ENZL)

What does the Smart Money Trend signal show for ENZL?

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

Slight buying edge — 56% buying: Last quarter: 14 funds bought or added vs 11 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 ENZL holders?

Smaller funds dominant — 16% AUM from top-100: 7 of 28 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ENZL?

71% of holders stayed for 2+ years: 20 out of 28 hedge funds have held ENZL 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.

Is it too late to buy ISHARES TR (ENZL) following the 2026 Q1 hedge fund 13F filings?

As of today, ENZL has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), ENZL has gained +3.4% vs +14.0% 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.

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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