Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMPLIFY ETF TR (BLOK)

242 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — BLOK

Based on 239 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BLOK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
239 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 — +31% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+31% 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 — 55% buying

121 buying99 selling
Last quarter: 121 funds bought or added vs 99 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.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 33 → 53 → 54 → 37. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 20% medium ■ 29% new
122 out of 239 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.
💎

Buying through price weakness — shares +46%, value +4%

Value
+3%
Shares
+46%
Last quarter: funds added +46% more shares while total portfolio value only changed +4%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~37 new funds/quarter

40 → 33 → 53 → 54 → 37 new funds/Q
New funds entering each quarter: 33 → 53 → 54 → 37. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 10% 1-2yr ■ 34% new
Of 242 current holders: 136 (56%) 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 — 7% AUM from top-100

7% from top-100 AUM funds
15 of 239 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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: 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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 5 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: BLOK
2026 Q1 Stats Unlock in 22 days 242 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 242 244 -0.82%
13F Shares 12M 8M 46.22%
Total Value $9.49B $9.16B 3.64%
New Positions 37 54 -17
Increased Positions 88 83 +5
Closed Positions 38 21 +17
Reduced Positions 66 58 +8
Total Calls 2 4 -50.0%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: BLOK

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Valuation Measures Data as of: --

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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)

242 + investors

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

Top 25 institutional holders of BLOK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Carter Financial Group, INC. 3.97% 128,804 $6.4M
2 GERBER, LLC 2.50% 89,745 $4.5M
3 Oasis Advisors, LLC 1.86% 61,657 $3.5M
4 WMG Financial Advisors, LLC 1.05% 50,745 $2.5M
5 Columbus Macro, LLC 0.51% 95,379 $4.8M
6 Gradient Investments LLC 0.40% 518,649 $25.8M
7 Paladin Wealth, LLC 0.29% 8,471 $422K
8 Eagle Strategies LLC 0.28% 47,753 $2.4M
9 PW ADVISORS, LLC \ FL 0.24% 6,413 $319K
10 FSA Investment Group, LLC 0.23% 11,241 $560K
11 Freedom Financial Partners LLC 0.18% 9,970 $497K
12 ARWA LLC 0.16% 5,988 $322K
13 MATAURO, LLC 0.12% 16,085 $801K
14 OPPENHEIMER & CO INC 0.06% 101,835 $5.1M
15 CX Institutional 0.06% 39,311 $2K
16 IFP Advisors, Inc 0.04% 42,312 $2.1M
17 Emerald Advisors, LLC 0.04% 6,834 $340K
18 Moran Wealth Management, LLC 0.04% 27,509 $1.4M
19 JAMES INVESTMENT RESEARCH, INC. 0.04% 6,913 $344K
20 Maridea Wealth Management LLC 0.04% 5,044 $251K
21 Meramec Financial Planners, LLC 0.04% 1,478 $91K
22 Dynamic Advisor Solutions LLC 0.03% 19,339 $963K
23 U.S. Capital Wealth Advisors, LLC 0.03% 23,579 $1.2M
24 Vise Technologies, Inc. 0.03% 23,963 $1.4M
25 HCR Wealth Advisors 0.03% 5,015 $250K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BLOK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BLOK?

Slight buying edge — 55% buying: Last quarter: 121 funds bought or added vs 99 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 — 7% AUM from top-100: 15 of 239 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BLOK?

51% of holders stayed for 2+ years: 122 out of 239 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.

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.