Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (AUSF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
9Q ▲
Buyers last Q
66%

Smart Money Signals — AUSF

Based on 84 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added AUSF 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
84 hedge funds hold AUSF 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 — +105% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+105% 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

53 buying27 selling
Last quarter: 53 funds were net buyers (17 opened a brand new position + 36 added to an existing one). Only 27 were sellers (21 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 23 → 17 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 44% entered in last year

■ 10% conviction (2yr+) ■ 46% medium ■ 44% new
Only 8 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~17 new funds/quarter

6 → 13 → 23 → 17 → 17 new funds/Q
New funds entering each quarter: 13 → 23 → 17 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 58% of holders entered in last year

■ 11% veterans ■ 31% 1-2yr ■ 58% new
Of 84 current holders: 49 (58%) entered in the past year, only 9 (11%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
9 of 84 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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.

Hedge Fund Ownership: AUSF

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

Market Analysis: AUSF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AUSF

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 3 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: AUSF
2026 Q1 Stats Unlock in 11 days 84 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 84 73 15.07%
13F Shares 13M 13M 3.48%
Total Value $613M $588M 4.27%
New Positions 17 17 -
Increased Positions 36 30 +6
Closed Positions 6 10 -4
Reduced Positions 21 18 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AUSF

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

84 + investors

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

Top 25 institutional holders of AUSF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SIERRA OCEAN, LLC 7.11% 179,175 $8.7M
2 Tidemark, LLC 4.99% 406,025 $19.6M
3 ARQ WEALTH ADVISORS, LLC 2.28% 261,202 $12.6M
4 Bravera Wealth 1.99% 85,668 $4.0M
5 Bogart Wealth, LLC 1.80% 967,641 $46.8M
6 Tactive Advisors, LLC 1.44% 105,599 $5.1M
7 NORTHEAST PLANNING ASSOCIATES, INC. / NH / 1.40% 43,083 $2.1M
8 Investment Partners Asset Management, Inc. 1.32% 44,212 $2.1M
9 Able Wealth Management LLC 1.03% 79,411 $3.8M
10 Nova Wealth Management, Inc. 0.62% 19,555 $946K
11 MUIRFIELD WEALTH ADVISORS LLC 0.58% 16,227 $785K
12 TITLEIST ASSET MANAGEMENT, LLC 0.44% 120,072 $5.8M
13 Meridian Wealth Management, LLC 0.43% 250,494 $12.1M
14 Advisor Resource Council 0.41% 26,454 $1.3M
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.24% 2,399,578 $117.0M
16 WILLNER & HELLER, LLC 0.20% 5,631 $272K
17 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.18% 73,115 $3.5M
18 Seros Financial, LLC 0.16% 5,245 $254K
19 Sollinda Capital Management LLC 0.15% 13,036 $630K
20 Koshinski Asset Management, Inc. 0.10% 33,542 $1.6M
21 Private Advisor Group, LLC 0.09% 417,708 $20.2M
22 COMMONWEALTH EQUITY SERVICES, LLC 0.07% 1,054,016 $51.0M
23 MONECO ADVISORS, LLC 0.05% 13,564 $656K
24 Signal Advisors Wealth, LLC 0.03% 8,922 $431K
25 LPL Financial LLC 0.02% 1,408,897 $68.1M
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 — GLOBAL X FDS (AUSF)

What does the Smart Money Trend signal show for AUSF?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added AUSF 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 AUSF?

More buyers than sellers — 66% buying: Last quarter: 53 funds were net buyers (17 opened a brand new position + 36 added to an existing one). Only 27 were sellers (21 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AUSF holders?

Smaller funds dominant — 11% AUM from top-100: 9 of 84 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AUSF?

Mostly new holders — 44% entered in last year: Only 8 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.