Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amplify ETF Tr (SWAN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
46%

Smart Money Signals — SWAN

Based on 36 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
36 funds currently hold this stock — 92% of the 3.0-year high of 39 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟠

More sellers than buyers — 46% buying

16 buying19 selling
Last quarter: 19 funds reduced or exited vs 16 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.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 4 → 5 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 14% new
25 out of 36 hedge funds have held SWAN 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

3 → 7 → 4 → 5 → 6 new funds/Q
New funds entering each quarter: 7 → 4 → 5 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 17% newcomers

■ 72% veterans ■ 11% 1-2yr ■ 17% new
Entry-cohort mix of 36 holders: 26 (72%) are 2+ year veterans, 4 entered 1–2 years ago, and 6 (17%) 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
6 of 36 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — SWAN

In 2026 Q2, 16 hedge funds were net buyers of SWAN (6 opened a new position, 10 added to an existing one), while 19 reduced or exited (13 trimmed, 6 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 36.

Hedge Fund Ownership: SWAN

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

Market Analysis: SWAN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SWAN

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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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: SWAN
36 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 36 -
13F Shares 4M 10M -64.38%
Total Value $117M $307M -61.83%
New Positions 6 5 +1
Increased Positions 10 15 -5
Closed Positions 6 6 -
Reduced Positions 13 6 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SWAN

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Institutional Holders (2026 Q2)

36 + investors

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

QUARTER:
Top 25 SWAN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LifePlan Financial, LLC 3.42% 146,278 $4.9M
2 LaSalle St. Investment Advisors, LLC 2.01% 492,780 $16.4M
3 Hyundai Investments Co., Ltd. 0.66% 18,425 $613K
4 Global View Capital Management LLC 0.31% 45,281 $1.5M
5 RDA Financial Network 0.22% 30,226 $1.0M
6 Cerity Partners LLC 0.09% 2,203,400 $73.5M
7 Ausdal Financial Partners, Inc. 0.04% 29,533 $985K
8 McAdam, LLC 0.03% 23,179 $773K
9 Summit Financial, LLC 0.03% 74,269 $2.5M
10 Old Mission Capital LLC 0.02% 38,408 $1.3M
11 NewEdge Advisors, LLC 0.02% 199,260 $6.6M
12 Money Concepts Capital Corp 0.02% 10,693 $357K
13 StoneX Group Inc. 0.01% 9,975 $333K
14 Belpointe Asset Management LLC 0.01% 9,368 $313K
15 Angeles Wealth Management, LLC 0.01% 3,344 $112K
16 Badgley Phelps Wealth Managers, LLC 0.00% 7,371 $246K
17 Oppenheimer & Co Inc 0.00% 8,803 $294K
18 Cetera Investment Advisers 0.00% 61,152 $2.0M
19 Aptus Capital Advisors, LLC 0.00% 5,734 $191K
20 Global Retirement Partners, LLC 0.00% 1,338 $45K
21 Farther Finance Advisors, LLC 0.00% 1,400 $47K
22 Osaic Holdings, INC. 0.00% 8,995 $300K
23 LPL Financial LLC 0.00% 33,616 $1.1M
24 Blue Trust, Inc. 0.00% 668 $22K
25 Ameriprise Financial Inc 0.00% 29,739 $992K
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 (SWAN)

What does the Smart Money Trend signal show for SWAN?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SWAN?

More sellers than buyers — 46% buying: Last quarter: 19 funds reduced or exited vs 16 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 SWAN holders?

Smaller funds dominant — 2% AUM from top-100: 6 of 36 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 SWAN?

69% of holders stayed for 2+ years: 25 out of 36 hedge funds have held SWAN 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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