Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (PFIX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — PFIX

Based on 56 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PFIX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
56 funds currently hold this stock — 89% of the 3.0-year high of 63 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 43% buying

33 buying44 selling
Last quarter: 44 funds reduced or exited vs 33 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 10 → 31 → 21. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 36% long-term, 39% new

■ 36% conviction (2yr+) ■ 25% medium ■ 39% new
Of the 56 current holders: 20 (36%) held >2 years, 14 held 1–2 years, and 22 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

17 → 11 → 10 → 31 → 21 new funds/Q
New funds entering each quarter: 11 → 10 → 31 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 51% veterans vs 35% newcomers

■ 51% veterans ■ 14% 1-2yr ■ 35% new
Entry-cohort mix of 57 holders: 29 (51%) are 2+ year veterans, 8 entered 1–2 years ago, and 20 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
8 of 56 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — PFIX

In 2026 Q2, 33 hedge funds were net buyers of PFIX (21 opened a new position, 12 added to an existing one), while 44 reduced or exited (16 trimmed, 28 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 56.

Hedge Fund Ownership: PFIX

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

Market Analysis: PFIX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFIX

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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.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: PFIX
56 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 56 63 -11.11%
13F Shares 2M 2M 10.02%
Total Value $79M $76M 3.29%
New Positions 21 31 -10
Increased Positions 12 18 -6
Closed Positions 28 10 +18
Reduced Positions 16 8 +8
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFIX

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

56 + investors

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

QUARTER:
Top 25 PFIX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Drum Hill Capital, LLC 6.44% 145,456 $6.3M
2 Holcombe Financial, Inc. 2.43% 99,238 $4.3M
3 Capital Advisor Network LLC 0.66% 12,235 $531K
4 Pekin Hardy Strauss, Inc. 0.62% 162,217 $7.0M
5 Thor Trading Advisors, LLC 0.52% 38,094 $1.7M
6 Catawba River Capital 0.48% 24,974 $1.1M
7 FSA Investment Group, LLC 0.43% 30,422 $1.3M
8 Luminist Capital LLC 0.23% 4,841 $203K
9 Advyzon Investment Management, LLC 0.22% 70,177 $3.0M
10 Lane Brothers & Co Inc 0.16% 5,625 $244K
11 Bright Futures Wealth Management, LLC. 0.14% 4,937 $214K
12 Ausdal Financial Partners, Inc. 0.12% 71,734 $3.1M
13 Gts Securities LLC 0.08% 91,811 $4.0M
14 Maridea Wealth Management LLC 0.08% 16,701 $724K
15 Hilltop Holdings Inc. 0.05% 14,677 $636K
16 Cambridge Advisors Inc. 0.05% 6,178 $268K
17 Global Endowment Management, LP 0.04% 8,000 $347K
18 B. Riley Wealth Advisors, Inc. 0.03% 14,424 $599K
19 Reyes Financial Architecture, Inc. 0.03% 1,216 $53K
20 Copia Wealth Management 0.02% 745 $32K
21 Smith, Moore & CO. 0.02% 6,755 $293K
22 PFG Advisors 0.02% 8,443 $366K
23 POM Investment Strategies, LLC 0.01% 207 $9K
24 Savvy Advisors, Inc. 0.00% 4,882 $212K
25 Ancora Advisors LLC 0.00% 5,100 $221K
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 (PFIX)

What does the Smart Money Trend signal show for PFIX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PFIX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PFIX?

More sellers than buyers — 43% buying: Last quarter: 44 funds reduced or exited vs 33 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PFIX holders?

Smaller funds dominant — 10% AUM from top-100: 8 of 56 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PFIX?

Mixed — 36% long-term, 39% new: Of the 56 current holders: 20 (36%) held >2 years, 14 held 1–2 years, and 22 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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