Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SIMPLIFY EXCHANGE TRADED FUN (PINK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
2Q ▲
Buyers last Q
83%

Smart Money Signals — PINK

Based on 71 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PINK 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
71 hedge funds hold PINK 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
+25 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 — 83% buying

62 buying13 selling
Last quarter: 62 funds were net buyers (31 opened a brand new position + 31 added to an existing one). Only 13 were sellers (6 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new PINK position: 11 → 6 → 16 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 45% entered in last year

■ 21% conviction (2yr+) ■ 34% medium ■ 45% new
Only 15 funds (21%) 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.
💰

Value +140% but shares only +109% — price-driven

Value
+139%
Shares
+108%
Last quarter: the total dollar value of institutional holdings rose +140%, but actual share count only changed +109%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

8 → 11 → 6 → 16 → 31 new funds/Q
New funds entering each quarter: 11 → 6 → 16 → 31. 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.
📊

Mixed cohorts — 30% veterans, 52% new entrants

■ 30% veterans ■ 18% 1-2yr ■ 52% new
Of 71 current holders: 21 (30%) held 2+ years, 13 held 1–2 years, 37 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
4 of 71 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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: PINK

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

Market Analysis: PINK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PINK

-- --

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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: PINK
2026 Q1 Stats Unlock in 11 days 71 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 71 47 51.06%
13F Shares 5M 3M 108.63%
Total Value $192M $80M 139.61%
New Positions 31 16 +15
Increased Positions 31 15 +16
Closed Positions 7 9 -2
Reduced Positions 6 11 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PINK

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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)

71 + investors

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

Top 25 institutional holders of PINK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Copia Wealth Management 2.06% 88,868 $3.0M
2 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1.97% 111,591 $3.8M
3 Haven Private, LLC 0.72% 49,135 $1.7M
4 Flagship Private Wealth, LLC 0.38% 28,099 $946K
5 LEE DANNER & BASS INC 0.35% 165,477 $5.6M
6 HARMONY ASSET MANAGEMENT LLC 0.30% 29,037 $977K
7 Cambridge Advisors Inc. 0.21% 31,553 $1.1M
8 Claris Financial LLC 0.20% 10,845 $344K
9 Blue Water Asset Management 0.10% 8,728 $294K
10 LeClair Wealth Partners LLC 0.10% 8,728 $294K
11 Holos Integrated Wealth LLC 0.06% 3,757 $126K
12 Stratos Wealth Advisors, LLC 0.05% 25,227 $849K
13 Fortis Group Advisors, LLC 0.05% 8,730 $305K
14 Estate Planners Group, LLC 0.03% 1,667 $61K
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% 370,233 $12.5M
16 HighTower Advisors, LLC 0.01% 377,893 $12.7M
17 Sanctuary Advisors, LLC 0.01% 39,167 $1.3M
18 IFP Advisors, Inc 0.01% 10,094 $340K
19 Sigma Planning Corp 0.01% 7,390 $249K
20 Versant Capital Management, Inc 0.01% 1,641 $55K
21 THRIVENT FINANCIAL FOR LUTHERANS 0.00% 73,706 $2K
22 PRIVATE TRUST CO NA 0.00% 1,476 $50K
23 LPL Financial LLC 0.00% 461,340 $15.5M
24 Cambridge Investment Research Advisors, Inc. 0.00% 24,206 —
25 Realta Investment Advisors 0.00% 160 $5K
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 (PINK)

What does the Smart Money Trend signal show for PINK?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PINK 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 PINK?

More buyers than sellers — 83% buying: Last quarter: 62 funds were net buyers (31 opened a brand new position + 31 added to an existing one). Only 13 were sellers (6 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PINK holders?

Smaller funds dominant — 18% AUM from top-100: 4 of 71 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PINK?

Mostly new holders — 45% entered in last year: Only 15 funds (21%) 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.