Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Proshares Tr (DDM)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — DDM

Based on 51 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 DDM 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
51 hedge funds hold DDM 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.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

29 buying20 selling
Last quarter: 29 funds bought or added vs 20 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 — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 8 → 11 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 20% new
32 out of 51 hedge funds have held DDM 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.
💰

Value +74% but shares only +37% — price-driven

Value
+74%
Shares
+37%
Last quarter: the total dollar value of institutional holdings rose +74%, but actual share count only changed +37%. 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.
📈

Growing discovery — still being found

12 → 6 → 8 → 11 → 13 new funds/Q
New funds entering each quarter: 6 → 8 → 11 → 13. A growing number of institutions are discovering DDM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 57 holders: 40 (70%) are 2+ year veterans, 7 entered 1–2 years ago, and 10 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
13 of 51 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — DDM

In 2026 Q2, 29 hedge funds were net buyers of DDM (13 opened a new position, 16 added to an existing one), while 20 reduced or exited (9 trimmed, 11 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 51.

Hedge Fund Ownership: DDM

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

Market Analysis: DDM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DDM

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: DDM
51 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 51 49 4.08%
13F Shares 1M 872K 37.21%
Total Value $76M $44M 74.2%
New Positions 13 11 +2
Increased Positions 15 10 +5
Closed Positions 11 8 +3
Reduced Positions 8 16 -8
Total Calls 3 3 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: DDM

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Institutional Holders (2026 Q2)

51 + investors

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

QUARTER:
Top 25 DDM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Global View Capital Management LLC 3.45% 254,774 $16.7M
2 GenWealth Group, Inc. 1.68% 164,774 $10.8M
3 Capital Investment Counsel, Inc 0.43% 61,200 $4.0M
4 Castleview Partners, LLC 0.35% 12,258 $803K
5 Plotkin Financial Advisors, LLC 0.34% 12,589 $825K
6 Safe Harbor Fiduciary, LLC 0.28% 5,472 $359K
7 Encompass More Asset Management 0.11% 11,774 $772K
8 Koshinski Asset Management, Inc. 0.11% 31,084 $2.0M
9 Harvest Investment Services, LLC 0.09% 9,212 $604K
10 Wealthstar Advisors, LLC 0.07% 3,912 $256K
11 Chung Wu Investment Group, LLC 0.07% 1,600 $105K
12 Discipline Wealth Solutions, LLC 0.06% 11,165 $732K
13 SOA Wealth Advisors, LLC. 0.04% 4,072 $267K
14 Consultiva Wealth Management, CORP. 0.04% 300 $20K
15 Cassaday & Co Wealth Management LLC 0.04% 30,036 $2.0M
16 Gts Securities LLC 0.03% 24,678 $1.6M
17 Capital Investment Advisory Services, LLC 0.03% 8,009 $525K
18 Focus Partners Wealth 0.01% 192,792 $12.6M
19 Tower Research Capital LLC (TRC) 0.01% 5,276 $346K
20 Independent Financial Group, LLC 0.01% 5,700 $374K
21 Mgo One Seven LLC 0.01% 6,000 $393K
22 Federation des caisses Desjardins du Quebec 0.00% 11,612 $761K
23 Financial Engines Advisors L.L.C. 0.00% 8,663 $568K
24 Citadel Advisors LLC 0.00% 74,300 $4.9M
25 IFP Advisors, Inc 0.00% 404 $26K
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 — Proshares Tr (DDM)

What does the Smart Money Trend signal show for DDM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DDM 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 DDM?

Slight buying edge — 59% buying: Last quarter: 29 funds bought or added vs 20 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 DDM holders?

Smaller funds dominant — 10% AUM from top-100: 13 of 51 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DDM?

63% of holders stayed for 2+ years: 32 out of 51 hedge funds have held DDM 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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