Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amplify ETF Tr (BLOK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — BLOK

Based on 251 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 BLOK 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
251 hedge funds hold BLOK 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 — +36% more funds vs a year ago

fund count last 6Q
+67 new funds entered over the past year (+36% 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.
🟡

Slight buying edge — 51% buying

111 buying107 selling
Last quarter: 111 funds bought or added vs 107 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 — ~38 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 56 → 55 → 38 → 38. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 23% medium ■ 27% new
126 out of 251 hedge funds have held BLOK 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.
💰

Price up while funds trimmed (-5% value, -37% shares)

Value
-5%
Shares
-36%
Last quarter: total value of institutional BLOK holdings rose -5% even though funds reduced share count by 37%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

34 → 56 → 55 → 38 → 38 new funds/Q
New funds entering each quarter: 56 → 55 → 38 → 38. BLOK is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 12% 1-2yr ■ 33% new
Of 253 current holders: 138 (55%) 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 — 2% AUM from top-100

2% from top-100 AUM funds
17 of 251 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — BLOK

In 2026 Q1, 111 hedge funds were net buyers of BLOK (38 opened a new position, 73 added to an existing one), while 107 reduced or exited (71 trimmed, 36 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 251.

Hedge Fund Ownership: BLOK

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

Market Analysis: BLOK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BLOK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Amplify ETF Tr (BLOK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BLOK has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
BLOK
+28.6%
SPY
+14.1%

BLOK outperformed SPY by +14.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
BLOK
+2.1%
SPY
+0.3%

Since the filing became public, BLOK outperformed SPY by +1.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 4 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: BLOK
249 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 249 249 -
13F Shares 7M 12M -36.77%
Total Value $8.99B $9.50B -5.39%
New Positions 38 38 -
Increased Positions 73 84 -11
Closed Positions 38 39 -1
Reduced Positions 69 63 +6
Total Calls 2 2 -
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: BLOK

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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 Q1)

249 + investors

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

QUARTER:
Top 25 BLOK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thryve Wealth Management LLC 4.50% 135,216 $6.7M
2 Carter Financial Group, INC. 3.97% 128,804 $6.4M
3 Gerber, LLC 2.50% 89,745 $4.5M
4 Oasis Advisors, LLC 1.86% 61,657 $3.5M
5 Quattro Advisors LLC 1.36% 31,600 $1.6M
6 WMG Financial Advisors, LLC 1.05% 50,745 $2.5M
7 Mattson Financial Services, LLC 0.95% 80,086 $4.0M
8 Cedrus Wealth Group LLC 0.80% 14,448 $720K
9 Traction Financial Partners, LLC 0.53% 17,246 $859K
10 Columbus Macro, LLC 0.51% 95,379 $4.8M
11 Kaizen Financial Strategies 0.47% 19,130 $1.1M
12 Arbor Capital Management Inc /Adv 0.41% 8,915 $504K
13 Gradient Investments LLC 0.40% 518,649 $25.8M
14 Fund Advisors of America Inc/FL 0.31% 6,123 $305K
15 Paladin Wealth, LLC 0.29% 8,471 $422K
16 Eagle Strategies LLC 0.28% 47,753 $2.4M
17 Pw Advisors, LLC \ Fl 0.24% 6,413 $319K
18 FSA Investment Group, LLC 0.23% 11,241 $560K
19 Nwam LLC 0.23% 78,599 $3.9M
20 B & T Capital Management DBA Alpha Capital Management 0.21% 29,116 $1.5M
21 Strategic Wealth Investment Group, LLC 0.19% 29,682 $1.5M
22 Freedom Financial Partners LLC 0.18% 9,970 $497K
23 Arwa LLC 0.16% 5,988 $322K
24 Leavell Investment Management, INC. 0.16% 75,950 $3.8M
25 Stelac Advisory Services LLC 0.15% 14,989 $747K
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 (BLOK)

What does the Smart Money Trend signal show for BLOK?

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

Slight buying edge — 51% buying: Last quarter: 111 funds bought or added vs 107 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 BLOK holders?

Smaller funds dominant — 2% AUM from top-100: 17 of 251 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 BLOK?

50% of holders stayed for 2+ years: 126 out of 251 hedge funds have held BLOK 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.

Is it too late to buy Amplify ETF Tr (BLOK) following the 2026 Q1 hedge fund 13F filings?

As of today, BLOK has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (March 31, 2026), BLOK has gained +28.6% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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