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
↑ +21
Streak
1Q ▲
Buyers last Q
73%

Smart Money Signals — PFIX

Based on 63 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 PFIX 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
63 hedge funds hold PFIX 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 — +54% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+54% 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 — 73% buying

49 buying18 selling
Last quarter: 49 funds were net buyers (31 opened a brand new position + 18 added to an existing one). Only 18 were sellers (8 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new PFIX position: 17 → 11 → 9 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 25% long-term, 41% new

■ 25% conviction (2yr+) ■ 33% medium ■ 41% new
Of the 63 current holders: 16 (25%) held >2 years, 21 held 1–2 years, and 26 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.
📈

Growing discovery — still being found

9 → 17 → 11 → 9 → 31 new funds/Q
New funds entering each quarter: 17 → 11 → 9 → 31. A growing number of institutions are discovering PFIX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 44% veterans vs 44% newcomers

■ 44% veterans ■ 11% 1-2yr ■ 44% new
Entry-cohort mix of 63 holders: 28 (44%) are 2+ year veterans, 7 entered 1–2 years ago, and 28 (44%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
8 of 63 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 Q1, 49 hedge funds were net buyers of PFIX (31 opened a new position, 18 added to an existing one), while 18 reduced or exited (8 trimmed, 10 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. 23% of total institutional value in PFIX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 63.

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.

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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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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?

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

More buyers than sellers — 73% buying: Last quarter: 49 funds were net buyers (31 opened a brand new position + 18 added to an existing one). Only 18 were sellers (8 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PFIX holders?

Strong quality — 23% AUM from major funds: 8 of 63 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PFIX?

Mixed — 25% long-term, 41% new: Of the 63 current holders: 16 (25%) held >2 years, 21 held 1–2 years, and 26 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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