Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amplify ETF Tr (ITEQ)

46 + Investors. Track Smart Money conviction in ITEQ. 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
65%

Smart Money Signals — ITEQ

Based on 46 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 ITEQ 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
46 funds currently hold this stock — 92% of the 3.0-year high of 50 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+24% 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 — 65% buying

20 buying11 selling
Last quarter: 20 funds were net buyers (8 opened a brand new position + 12 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 10 → 4 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 22% new

■ 37% conviction (2yr+) ■ 41% medium ■ 22% new
Of the 46 current holders: 17 (37%) held >2 years, 19 held 1–2 years, and 10 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -71%, value -95%

Value
-94%
Shares
-70%
Last quarter: funds added -71% more shares while total portfolio value only changed -95%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

4 → 9 → 10 → 4 → 8 new funds/Q
New funds entering each quarter: 9 → 10 → 4 → 8. ITEQ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 2% veterans, 37% new entrants

■ 2% veterans ■ 61% 1-2yr ■ 37% new
Of 46 current holders: 1 (2%) held 2+ years, 28 held 1–2 years, 17 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 83% AUM from top-100 funds

83% from top-100 AUM funds
12 of 46 holders are among the 100 largest funds by AUM, controlling 83% of total institutional value in ITEQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — ITEQ

In 2026 Q1, 20 hedge funds were net buyers of ITEQ (8 opened a new position, 12 added to an existing one), while 11 reduced or exited (5 trimmed, 6 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. 83% of total institutional value in ITEQ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 46.

Hedge Fund Ownership: ITEQ

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

Market Analysis: ITEQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ITEQ

-- --

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

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

Signal Freshness measures how much ITEQ 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 · 78d ago
ITEQ
+13.9%
SPY
+15.9%

ITEQ outperformed SPY by -2.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
ITEQ
+3.5%
SPY
+2.0%

Since the filing became public, ITEQ outperformed SPY by +1.5% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: ITEQ
46 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 46 44 4.55%
13F Shares 324K 1M -70.52%
Total Value $17M $328M -94.7%
New Positions 8 4 +4
Increased Positions 12 10 +2
Closed Positions 6 10 -4
Reduced Positions 5 5 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ITEQ

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

46 + investors

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

QUARTER:
Top 25 ITEQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thayer Partners, LLC / MA 0.30% 10,897 $627K
2 Legacy Wealth Managment, LLC/ID 0.03% 961 $55K
3 Certuity, LLC 0.02% 5,785 $333K
4 RVW Wealth, LLC 0.02% 4,781 $275K
5 Glassman Wealth Services 0.01% 1,675 $96K
6 Glass Jacobson Investment Advisors llc 0.01% 455 $26K
7 Harbor Asset Planning, Inc. 0.00% 101 $6K
8 Activest Wealth Management 0.00% 381 $22K
9 Financial Gravity Asset Management, Inc. 0.00% 257 $15K
10 IFP Advisors, Inc 0.00% 1,794 $103K
11 LPL Financial LLC 0.00% 125,706 $7.2M
12 Harbour Investments, INC. 0.00% 2,025 $117K
13 Key FInancial Inc 0.00% 167 $10K
14 Pathstone Holdings, LLC 0.00% 5,761 $332K
15 Creative Financial Designs Inc /Adv 0.00% 355 $20K
16 Princeton Global Asset Management LLC 0.00% 125 $7K
17 SOA Wealth Advisors, LLC. 0.00% 100 $6K
18 Blue Bell Private Wealth Management, LLC 0.00% 130 $8K
19 Jane Street Group, LLC 0.00% 88,541 $5.1M
20 Hrt Financial LP 0.00% 3,736 $215K
21 Ancora Advisors LLC 0.00% 420 $24K
22 McIlrath & Eck, LLC 0.00% 92 $5K
23 MCF Advisors LLC 0.00% 141 $8K
24 HighTower Advisors, LLC 0.00% 4,244 $244K
25 Farther Finance Advisors, LLC 0.00% 450 $27K
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 (ITEQ)

What does the Smart Money Trend signal show for ITEQ?

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

More buyers than sellers — 65% buying: Last quarter: 20 funds were net buyers (8 opened a brand new position + 12 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ITEQ holders?

Elite ownership — 83% AUM from top-100 funds: 12 of 46 holders are among the 100 largest funds by AUM, controlling 83% of total institutional value in ITEQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ITEQ?

Mixed — 37% long-term, 22% new: Of the 46 current holders: 17 (37%) held >2 years, 19 held 1–2 years, and 10 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, ITEQ has moved +3.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.5%. Since the quarter end (March 31, 2026), ITEQ has gained +13.9% vs +15.9% 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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