Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (DEFR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
4Q ▲
Buyers last Q
80%

Smart Money Signals — DEFR

Based on 29 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 consecutive quarters, more hedge funds added DEFR 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
29 hedge funds hold DEFR right now — the highest count in 1.2 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 — +123% more funds vs a year ago

fund count last 5Q
+16 new funds entered over the past year (+123% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 80% buying

24 buying6 selling
Last quarter: 24 funds were net buyers (4 opened a brand new position + 20 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 4 → 6 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 34% entered in last year

■ 0% conviction (2yr+) ■ 66% medium ■ 34% new
Only 0 funds (0%) 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 — ~4 new funds/quarter

7 → 4 → 6 → 4 new funds/Q
New funds entering each quarter: 7 → 4 → 6 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 29 current holders: 29 (100%) entered in the past year, only 0 (0%) 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 — 6% AUM from top-100

6% from top-100 AUM funds
1 of 29 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — DEFR

In 2026 Q2, 24 hedge funds were net buyers of DEFR (4 opened a new position, 20 added to an existing one), while 6 reduced or exited (5 trimmed, 1 sold completely) — a 80% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 29.

Hedge Fund Ownership: DEFR

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

Market Analysis: DEFR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DEFR

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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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: DEFR
29 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 26 11.54%
13F Shares 5M 4M 26.86%
Total Value $131M $103M 27.56%
New Positions 4 6 -2
Increased Positions 20 19 +1
Closed Positions 1 3 -2
Reduced Positions 5 1 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DEFR

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Institutional Holders (2026 Q2)

29 + investors

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

QUARTER:
Top 25 DEFR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 6th Street Advisors, LLC 4.84% 315,084 $8.4M
2 Bienville Capital Management, LLC 1.86% 520,782 $13.9M
3 Park Place Capital Corp 1.15% 270,635 $7.2M
4 One Plus One Wealth Management, LLC 1.00% 86,580 $2.3M
5 Code Waechter LLC 0.93% 67,072 $1.8M
6 Renasant Bank 0.61% 35,463 $948K
7 Second Half Financial Partners, LLC 0.52% 47,497 $1.3M
8 Compass Ion Advisors, LLC 0.47% 205,715 $5.5M
9 MBE Wealth Management, LLC 0.43% 45,250 $1.2M
10 Aptus Capital Advisors, LLC 0.37% 2,006,550 $53.7M
11 Waterloo Capital, L.P. 0.27% 179,736 $4.8M
12 Second Line Capital, LLC 0.27% 53,709 $1.4M
13 Silver Oak Securities, Incorporated 0.23% 142,815 $3.8M
14 Cushing Capital Partners, LLC 0.23% 12,554 $336K
15 Capital Investment Advisory Services, LLC 0.15% 92,173 $2.5M
16 Grant Street Asset Management, Inc. 0.10% 23,100 $618K
17 Regal Investment Advisors LLC 0.08% 60,257 $1.6M
18 Prime Capital Investment Advisors, LLC 0.04% 144,619 $3.9M
19 Meridian Wealth Management, LLC 0.03% 35,445 $948K
20 United Advisor Group, LLC 0.03% 10,250 $274K
21 Integrated Wealth Concepts LLC 0.02% 160,353 $4.3M
22 Atria Investments, Inc 0.01% 40,977 $1.1M
23 Independent Advisor Alliance 0.01% 12,604 $337K
24 Valeo Financial Advisors, LLC 0.00% 7,913 $212K
25 Envestnet Asset Management Inc 0.00% 291,871 $7.8M
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 (DEFR)

What does the Smart Money Trend signal show for DEFR?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added DEFR 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 DEFR?

More buyers than sellers — 80% buying: Last quarter: 24 funds were net buyers (4 opened a brand new position + 20 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DEFR holders?

Smaller funds dominant — 6% AUM from top-100: 1 of 29 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DEFR?

Mostly new holders — 34% entered in last year: Only 0 funds (0%) 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.

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