Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simplify Exchange Traded Fun (PINK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
1Q ▲
Buyers last Q
66%

Smart Money Signals — PINK

Based on 77 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 PINK 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
77 hedge funds hold PINK 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 — +88% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+88% 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 — 66% buying

58 buying30 selling
Last quarter: 58 funds were net buyers (30 opened a brand new position + 28 added to an existing one). Only 30 were sellers (15 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new PINK position: 17 → 34 → 15 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 27% long-term, 42% new

■ 27% conviction (2yr+) ■ 31% medium ■ 42% new
Of the 77 current holders: 21 (27%) held >2 years, 24 held 1–2 years, and 32 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.
💰

Value +63% but shares only +43% — price-driven

Value
+63%
Shares
+43%
Last quarter: the total dollar value of institutional holdings rose +63%, but actual share count only changed +43%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~30 new funds/quarter

6 → 17 → 34 → 15 → 30 new funds/Q
New funds entering each quarter: 17 → 34 → 15 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 40% veterans vs 40% newcomers

■ 40% veterans ■ 19% 1-2yr ■ 40% new
Entry-cohort mix of 77 holders: 31 (40%) are 2+ year veterans, 15 entered 1–2 years ago, and 31 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
9 of 77 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — PINK

In 2026 Q2, 58 hedge funds were net buyers of PINK (30 opened a new position, 28 added to an existing one), while 30 reduced or exited (15 trimmed, 15 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 77.

Hedge Fund Ownership: PINK

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

Market Analysis: PINK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PINK

-- --

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: PINK
77 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 77 62 24.19%
13F Shares 5M 4M 43.06%
Total Value $203M $125M 63.01%
New Positions 30 15 +15
Increased Positions 28 21 +7
Closed Positions 15 29 -14
Reduced Positions 15 22 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PINK

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

77 + investors

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

QUARTER:
Top 25 PINK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Copia Wealth Management 2.12% 90,199 $3.5M
2 Sbe LLC Dba Cedar Cove Wealth Partners 2.07% 112,680 $4.4M
3 Gambit Capital Management, LLC 1.73% 75,889 $3.0M
4 Fourpath Capital Management, LLC 1.29% 250,047 $9.8M
5 Ironsides Asset Advisors, LLC 0.88% 95,660 $3.7M
6 Haven Private, LLC 0.81% 54,235 $2.1M
7 Prevail Innovative Wealth Advisors, LLC 0.69% 118,256 $4.6M
8 WCG Wealth Advisors LLC 0.50% 540,937 $21.2M
9 Gladstone Institutional Advisory LLC 0.39% 315,941 $12.4M
10 Lee Danner & Bass Inc 0.37% 163,962 $6.4M
11 Kennedy Investment Group, INC. 0.36% 27,367 $1.1M
12 Encompass More Asset Management 0.34% 60,533 $2.4M
13 Primoris Wealth Advisors, LLC 0.34% 19,000 $744K
14 Harmony Asset Management LLC 0.31% 29,339 $1.1M
15 Flagship Private Wealth, LLC 0.30% 21,852 $856K
16 WESPAC Advisors, LLC 0.28% 14,679 $575K
17 Blue Water Asset Management 0.24% 18,864 $739K
18 Cambridge Advisors Inc. 0.22% 32,380 $1.3M
19 Rational Advisors, INC. 0.20% 56,100 $2.2M
20 North Forty Two & Co. 0.19% 5,800 $227K
21 JT Stratford LLC 0.09% 19,844 $777K
22 Ignite Planners, LLC 0.08% 15,729 $618K
23 Holos Integrated Wealth LLC 0.07% 3,757 $150K
24 Fielder Capital Group LLC 0.07% 8,230 $322K
25 GFS Advisors, LLC 0.06% 10,480 $547K
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 — Simplify Exchange Traded Fun (PINK)

What does the Smart Money Trend signal show for PINK?

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

More buyers than sellers — 66% buying: Last quarter: 58 funds were net buyers (30 opened a brand new position + 28 added to an existing one). Only 30 were sellers (15 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PINK holders?

Smaller funds dominant — 18% AUM from top-100: 9 of 77 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PINK?

Mixed — 27% long-term, 42% new: Of the 77 current holders: 21 (27%) held >2 years, 24 held 1–2 years, and 32 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.

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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