Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alps ETF Tr (ENFR)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
3Q ▲
Buyers last Q
67%

Smart Money Signals — ENFR

Based on 131 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added ENFR 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
131 hedge funds hold ENFR 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 — +34% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+34% 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 — 67% buying

84 buying41 selling
Last quarter: 84 funds were net buyers (26 opened a brand new position + 58 added to an existing one). Only 41 were sellers (30 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 21 → 25 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

40% conviction (2yr+) 23% medium 37% new
53 out of 131 hedge funds have held ENFR 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

11 → 16 → 21 → 25 → 26 new funds/Q
New funds entering each quarter: 16 → 21 → 25 → 26. A growing number of institutions are discovering ENFR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 43% veterans vs 45% newcomers

43% veterans 12% 1-2yr 45% new
Entry-cohort mix of 131 holders: 56 (43%) are 2+ year veterans, 16 entered 1–2 years ago, and 59 (45%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
19 of 130 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — ENFR

In 2026 Q2, 84 hedge funds were net buyers of ENFR (26 opened a new position, 58 added to an existing one), while 41 reduced or exited (30 trimmed, 11 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in ENFR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 131.

Hedge Fund Ownership: ENFR

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

Market Analysis: ENFR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ENFR

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

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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
2.0
/ 10
conviction
Hedge Fund Positioning: ENFR
129 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 129 116 11.21%
13F Shares 6M 6M 5.6%
Total Value $240M $222M 8.07%
New Positions 26 25 +1
Increased Positions 57 44 +13
Closed Positions 12 12 -
Reduced Positions 30 31 -1
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ENFR

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Institutional Holders (2026 Q2)

129 + investors

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

QUARTER:
Top 25 ENFR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Safe Harbor Family Capital, LLC 6.42% 252,052 $9.6M
2 Gross & Hartman Investments LLC 5.99% 356,235 $13.6M
3 Kraematon Investment Advisors, Inc 1.77% 62,444 $2.4M
4 Tenzing Financial LLC 1.38% 53,034 $2.0M
5 Private Wealth Advisors, LLC 0.98% 100,117 $3.8M
6 Aspire Capital Advisors LLC 0.80% 107,865 $4.1M
7 Brasada Capital Management, LP 0.76% $4.2M
8 Castle Rock Wealth Management, LLC 0.72% 97,339 $3.7M
9 Windsor Advisory Group, LLC 0.64% 23,000 $876K
10 TCFG Investment Advisors, LLC 0.56% 43,333 $1.7M
11 Puff Wealth Management, LLC 0.51% 13,254 $505K
12 Mills Wealth Advisors LLC 0.51% 42,428 $1.6M
13 Envision Financial Transparency, LLC 0.47% 14,400 $549K
14 Gilliland Jeter Wealth Management LLC 0.35% 34,931 $1.3M
15 Artesa Financial Group, LLC 0.28% 8,485 $323K
16 10Elms LLP 0.27% 16,742 $638K
17 Astoria Portfolio Advisors LLC. 0.22% 34,180 $1.3M
18 TFO Wealth Partners, LLC 0.21% 51,121 $1.9M
19 Summit Financial Wealth Advisors, LLC 0.19% 38,643 $1.5M
20 Bulwark Capital Corp 0.18% 8,255 $315K
21 Bright Futures Wealth Management, LLC. 0.16% 6,640 $253K
22 Rainey & Randall Wealth Advisors INC. 0.16% 28,994 $1.1M
23 Advisors Asset Management, Inc. 0.15% 249,802 $9.5M
24 Keystone Financial Group, Inc. 0.14% 6,883 $262K
25 Fielder Capital Group LLC 0.13% 16,313 $622K
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 — Alps ETF Tr (ENFR)

What does the Smart Money Trend signal show for ENFR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ENFR 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 ENFR?

More buyers than sellers — 67% buying: Last quarter: 84 funds were net buyers (26 opened a brand new position + 58 added to an existing one). Only 41 were sellers (30 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ENFR holders?

Strong quality — 35% AUM from major funds: 19 of 130 holders rank in the top 100 by AUM, accounting for 35% 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 ENFR?

40% of holders stayed for 2+ years: 53 out of 131 hedge funds have held ENFR 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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