Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amplify ETF Tr (ITEQ)

47 + 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
↑ +1
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — ITEQ

Based on 47 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 94% of 3.0Y peak

94% of all-time peak
47 funds currently hold this stock — 94% 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.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

16 buying13 selling
Last quarter: 16 funds bought or added vs 13 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 4 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 32% medium ■ 26% new
20 out of 47 hedge funds have held ITEQ 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.
➡️

Steady discovery — ~7 new funds/quarter

9 → 10 → 4 → 8 → 7 new funds/Q
New funds entering each quarter: 10 → 4 → 8 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 38% new entrants

■ 38% veterans ■ 23% 1-2yr ■ 38% new
Of 47 current holders: 18 (38%) held 2+ years, 11 held 1–2 years, 18 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
10 of 47 holders are among the 100 largest funds by AUM, controlling 70% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q2, 16 hedge funds were net buyers of ITEQ (7 opened a new position, 9 added to an existing one), while 13 reduced or exited (7 trimmed, 6 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 70% of total institutional value in ITEQ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 47.

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

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

Loading signal freshness…
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
2026 Q3 Stats Unlock in 47 days 47 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 47 46 2.17%
13F Shares 295K 324K -8.97%
Total Value $18M $17M 2.94%
New Positions 7 8 -1
Increased Positions 9 12 -3
Closed Positions 6 6 -
Reduced Positions 7 5 +2
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: --

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

Financial Highlights

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Institutional Holders (2026 Q2)

47 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thayer Partners, LLC / MA 0.30% 11,089 $736K
2 RVW Wealth, LLC 0.02% 4,557 $303K
3 Certuity, LLC 0.02% 5,785 $384K
4 Glassman Wealth Services 0.01% 1,675 $111K
5 Bluespring Wealth Management, LLC 0.01% 8,000 $531K
6 Ausdal Financial Partners, Inc. 0.01% 3,692 $245K
7 Glass Jacobson Investment Advisors llc 0.01% 455 $30K
8 Harbor Asset Planning, Inc. 0.01% 101 $7K
9 Activest Wealth Management 0.00% 381 $25K
10 Great Valley Advisor Group, INC. 0.00% 3,420 $227K
11 IFP Advisors, Inc 0.00% 1,917 $127K
12 LPL Financial LLC 0.00% 129,394 $8.6M
13 Key FInancial Inc 0.00% 167 $11K
14 Harbour Investments, INC. 0.00% 2,025 $134K
15 Princeton Global Asset Management LLC 0.00% 125 $8K
16 Creative Financial Designs Inc /Adv 0.00% 355 $24K
17 Valley National Advisers Inc 0.00% 152 $10K
18 SOA Wealth Advisors, LLC. 0.00% 100 $7K
19 Pathstone Holdings, LLC 0.00% 5,761 $382K
20 Blue Bell Private Wealth Management, LLC 0.00% 130 $9K
21 Vontobel Holding Ltd. 0.00% 3,850 $256K
22 Ancora Advisors LLC 0.00% 420 $28K
23 MCF Advisors LLC 0.00% 141 $9K
24 HighTower Advisors, LLC 0.00% 4,444 $295K
25 Jane Street Group, LLC 0.00% 44,945 $3.0M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 55% buying: Last quarter: 16 funds bought or added vs 13 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 ITEQ holders?

Elite ownership — 70% AUM from top-100 funds: 10 of 47 holders are among the 100 largest funds by AUM, controlling 70% 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?

43% of holders stayed for 2+ years: 20 out of 47 hedge funds have held ITEQ 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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