Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMPLIFY ETF TR (DIVO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +37
Streak
5Q ▲
Buyers last Q
76%

Smart Money Signals — DIVO

Based on 328 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added DIVO 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
328 hedge funds hold DIVO 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 — +26% more funds vs a year ago

fund count last 6Q
+67 new funds entered over the past year (+26% 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 — 76% buying

243 buying76 selling
Last quarter: 243 funds were net buyers (53 opened a brand new position + 190 added to an existing one). Only 76 were sellers (60 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new DIVO position: 31 → 40 → 34 → 53. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 24% medium ■ 24% new
170 out of 328 hedge funds have held DIVO 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.
📈

Growing discovery — still being found

48 → 31 → 40 → 34 → 53 new funds/Q
New funds entering each quarter: 31 → 40 → 34 → 53. A growing number of institutions are discovering DIVO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 16% 1-2yr ■ 32% new
Of 328 current holders: 169 (52%) 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.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
15 of 328 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Hedge Fund Ownership: DIVO

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

Market Analysis: DIVO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DIVO

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

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 11 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DIVO
2026 Q1 Stats Unlock in 19 days 328 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 328 292 12.33%
13F Shares 70M 62M 13.07%
Total Value $3.17B $2.77B 14.67%
New Positions 53 34 +19
Increased Positions 190 161 +29
Closed Positions 16 22 -6
Reduced Positions 61 71 -10
Total Calls 0 1 -100.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.0 2.0 Bullish

Statistics: DIVO

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

328 + investors

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

Top 25 institutional holders of DIVO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CPC Advisors, LLC 8.91% 1,225,470 $55.0M
2 Financial Designs Corp 7.51% 300,884 $13.5M
3 Altus Wealth Group LLC 5.39% 293,519 $13.2M
4 Carter Financial Group, INC. 4.99% 179,981 $8.1M
5 Prota Financial, LLC 4.92% 153,522 $6.8M
6 SIERRA OCEAN, LLC 4.71% 128,069 $5.7M
7 RiverTree Advisors, LLC 4.19% 147,624 $6.6M
8 OakTrust Wealth Advisors, LLC 3.89% 95,172 $4.3M
9 Northwest Financial Advisors 3.81% 44,071 $2.0M
10 MBL Wealth, LLC 3.33% 981,793 $44.0M
11 Clear Trail Advisors, LLC 2.98% 399,141 $17.9M
12 Phoenix Wealth Advisors 2.98% 168,244 $7.5M
13 BARNES PETTEY FINANCIAL ADVISORS, LLC 2.93% 149,871 $6.7M
14 Marshall Financial Group, LLC 2.78% 386,764 $17.3M
15 Baron Financial Group, LLC 2.55% 105,559 $4.7M
16 Welch Financial Planning, LLC 2.54% 78,891 $3.5M
17 Cassady Wealth & Retirement Planning, LLC 2.36% 81,415 $3.6M
18 Harbor Asset Planning, Inc. 1.89% 50,071 $2.2M
19 LAUREL OAK WEALTH MANAGEMENT, LLC 1.72% 228,339 $10.2M
20 Investors Research Corp 1.70% 198,200 $8.9M
21 PURSUIT WEALTH STRATEGIES, LLC 1.54% 24,643 $1.1M
22 Peak Planning Group, LLC 1.43% 115,068 $5.2M
23 Stratos Investment Management, LLC 1.30% 721,224 $32.3M
24 Security National Bank 1.15% 176,193 $7.9M
25 Financial Insights, Inc. 1.06% 70,820 $3.2M
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 (DIVO)

What does the Smart Money Trend signal show for DIVO?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added DIVO 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 DIVO?

More buyers than sellers — 76% buying: Last quarter: 243 funds were net buyers (53 opened a brand new position + 190 added to an existing one). Only 76 were sellers (60 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DIVO holders?

Strong quality — 29% AUM from major funds: 15 of 328 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DIVO?

52% of holders stayed for 2+ years: 170 out of 328 hedge funds have held DIVO 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.