Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (PFLD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — PFLD

Based on 62 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PFLD 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 (97% of max)

97% of all-time peak
62 hedge funds hold PFLD 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PFLD is almost the same as a year ago (-1 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

34 buying29 selling
Last quarter: 34 funds bought or added vs 29 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 — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 8 → 14 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 29% medium ■ 26% new
28 out of 62 hedge funds have held PFLD 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

10 → 13 → 8 → 14 → 14 new funds/Q
New funds entering each quarter: 13 → 8 → 14 → 14. A growing number of institutions are discovering PFLD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 34% newcomers

■ 52% veterans ■ 15% 1-2yr ■ 34% new
Entry-cohort mix of 62 holders: 32 (52%) are 2+ year veterans, 9 entered 1–2 years ago, and 21 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
15 of 61 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in PFLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — PFLD

In 2026 Q2, 34 hedge funds were net buyers of PFLD (14 opened a new position, 20 added to an existing one), while 29 reduced or exited (18 trimmed, 11 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 74% of total institutional value in PFLD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 62.

Hedge Fund Ownership: PFLD

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

Market Analysis: PFLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFLD

-- --

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

Is It Too Late to Buy ETF Ser Solutions (PFLD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PFLD has moved relative to its sector benchmark (SPY) since the 2026 Q3 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 September 30, 2026 · 46d ago
PFLD
-0.4%
SPY
-1.1%

PFLD outperformed SPY by +0.7% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 1d ago
PFLD
+0.0%
SPY
+0.0%

Since the filing became public, PFLD outperformed SPY by +0.0% .

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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: PFLD
2026 Q3 Stats Unlock in 4 days 61 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 61 59 3.39%
13F Shares 12M 12M -1.55%
Total Value $231M $232M -0.48%
New Positions 14 14 -
Increased Positions 20 13 +7
Closed Positions 11 18 -7
Reduced Positions 18 25 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFLD

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q3)

61 + investors

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

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 PFLD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rainey & Randall Wealth Advisors INC. 1.24% 452,296 $8.7M
2 L2 Asset Management, LLC 0.74% 409,830 $7.9M
3 Sound Income Strategies, LLC 0.18% 210,507 $4.0M
4 City Center Advisors, LLC 0.17% 11,392 $217K
5 Nova Financial LLC 0.07% 8,789 $168K
6 Private Trust Co NA 0.02% 13,075 $249K
7 Alpine Bank Wealth Management 0.02% 7,159 $137K
8 IFP Advisors, Inc 0.02% 51,716 $987K
9 Bleakley Financial Group, LLC 0.01% 67,915 $1.3M
10 Independent Financial Group, LLC 0.01% 36,439 $695K
11 Cornerstone Wealth Management, LLC 0.01% 14,474 $276K
12 Ameritas Advisory Services, LLC 0.01% 26,999 $515K
13 Wealth Enhancement Advisory Services, LLC 0.01% 337,713 $6.5M
14 Osaic Holdings, INC. 0.01% 349,601 $6.7M
15 Kestra Private Wealth Services, LLC 0.01% 37,267 $711K
16 J.W. Cole Advisors, INC. 0.00% 12,445 $237K
17 Morgan Stanley 0.00% 4,057,965 $77.4M
18 Rossby Financial, LCC 0.00% 1,372 $26K
19 Cullen/Frost Bankers, INC. 0.00% 17,730 $338K
20 Commonwealth Equity Services, LLC 0.00% 113,895 $2.2M
21 LPL Financial LLC 0.00% 662,253 $12.6M
22 Raymond James Financial Inc 0.00% 444,110 $8.5M
23 Latitude Advisors, LLC 0.00% 332 $6K
24 Kestra Advisory Services, LLC 0.00% 34,945 $667K
25 Ascentis Independent Advisors 0.00% 1,529 $29K
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 — ETF Ser Solutions (PFLD)

What does the Smart Money Trend signal show for PFLD?

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

Slight buying edge — 54% buying: Last quarter: 34 funds bought or added vs 29 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 PFLD holders?

Elite ownership — 74% AUM from top-100 funds: 15 of 61 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in PFLD. 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 PFLD?

45% of holders stayed for 2+ years: 28 out of 62 hedge funds have held PFLD 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.

Is it too late to buy ETF Ser Solutions (PFLD) following the 2026 Q3 hedge fund 13F filings?

As of today, PFLD has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), PFLD has gained -0.4% vs -1.1% 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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