Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMPLIFY ETF TR (SWAN)

33 + 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
59%

Smart Money Signals — SWAN

Based on 33 hedge funds · latest filing: 2025 Q4 · 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 — 85% of 3.0Y peak

85% of all-time peak
33 funds currently hold this stock — 85% of the 3.0-year high of 39 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SWAN is almost the same as a year ago (-1 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

16 buying11 selling
Last quarter: 16 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 — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 2 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 15% medium ■ 15% new
23 out of 33 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 — ~4 new funds/quarter

6 → 5 → 2 → 7 → 4 new funds/Q
New funds entering each quarter: 5 → 2 → 7 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 76% of holders stayed 2+ years

■ 76% veterans ■ 9% 1-2yr ■ 15% new
Of 33 current holders: 25 (76%) 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 — 1% AUM from top-100

1% from top-100 AUM funds
5 of 33 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 2025 Q4, 16 hedge funds were net buyers of SWAN (4 opened a new position, 12 added to an existing one), while 11 reduced or exited (7 trimmed, 4 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 33.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: SWAN
2026 Q1 Stats Unlock in 7 days 33 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 33 33 -
13F Shares 10M 7M 48.29%
Total Value $324M $217M 49.61%
New Positions 4 7 -3
Increased Positions 12 7 +5
Closed Positions 4 4 -
Reduced Positions 7 10 -3
Total Calls 0 0 -
Total Puts 1 1 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SWAN

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Institutional Holders (2026 Q1)

33 + investors

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

Top 19 institutional holders of SWAN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LifePlan Financial, LLC 3.38% 147,155 $4.6M
2 LaSalle St. Investment Advisors, LLC 2.07% 473,747 $14.7M
3 Tredje AP-fonden 1.11% 6,525,000 $202.7M
4 Global View Capital Management LLC 0.29% 35,019 $1.1M
5 First PREMIER Bank 0.26% 36,543 $1K
6 RDA Financial Network 0.24% 31,263 $971K
7 McAdam, LLC 0.19% 135,161 $4.2M
8 Ausdal Financial Partners, Inc. 0.05% 38,018 $1.2M
9 M Holdings Securities, Inc. 0.04% 18,620 —
10 MONEY CONCEPTS CAPITAL CORP 0.02% 11,173 $347K
11 ANGELES WEALTH MANAGEMENT, LLC 0.01% 3,344 $104K
12 OPPENHEIMER & CO INC 0.00% 9,561 $297K
13 Aptus Capital Advisors, LLC 0.00% 5,734 $178K
14 Farther Finance Advisors, LLC 0.00% 1,400 $44K
15 LPL Financial LLC 0.00% 43,025 $1.3M
16 Blue Trust, Inc. 0.00% 668 $21K
17 JANE STREET GROUP, LLC 0.00% 7,056 $219K
18 IFP Advisors, Inc 0.00% 10 —
19 WELLS FARGO & COMPANY/MN 0.00% 1 —
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?

Slight buying edge — 59% buying: Last quarter: 16 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 SWAN holders?

Smaller funds dominant — 1% AUM from top-100: 5 of 33 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SWAN?

70% of holders stayed for 2+ years: 23 out of 33 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.