Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (DGRO)

1K + Investors. Track Smart Money conviction in DGRO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +47
Streak
11Q ▲
Buyers last Q
60%

Smart Money Signals — DGRO

Based on 1350 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added DGRO 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
1,350 hedge funds hold DGRO 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 — +18% more funds vs a year ago

fund count last 6Q
+210 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

726 buying478 selling
Last quarter: 726 funds were net buyers (131 opened a brand new position + 595 added to an existing one). Only 478 were sellers (394 trimmed + 84 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~131 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 109 → 167 → 127 → 131. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 20% new
789 out of 1,350 hedge funds have held DGRO 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.
➡️

Steady discovery — ~131 new funds/quarter

121 → 109 → 167 → 127 → 131 new funds/Q
New funds entering each quarter: 109 → 167 → 127 → 131. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 24% newcomers

■ 61% veterans ■ 15% 1-2yr ■ 24% new
Entry-cohort mix of 1,354 holders: 830 (61%) are 2+ year veterans, 198 entered 1–2 years ago, and 326 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
33 of 1346 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in DGRO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — DGRO

In 2026 Q2, 726 hedge funds were net buyers of DGRO (131 opened a new position, 595 added to an existing one), while 478 reduced or exited (394 trimmed, 84 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in DGRO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +47 funds (more new holders than closures). Total institutional holders: 1350.

Hedge Fund Ownership: DGRO

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

Market Analysis: DGRO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DGRO

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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.

29 top-rated funds 71 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: DGRO
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1325 1303 1.69%
13F Shares 319M 304M 5.07%
Total Value $23.75B $21.01B 13.03%
New Positions 121 127 -6
Increased Positions 592 556 +36
Closed Positions 95 77 +18
Reduced Positions 385 413 -28
Total Calls 3 3 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: DGRO

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Institutional Holders (2026 Q2)

1K + investors

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

QUARTER:
Top 25 DGRO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kinetic Wealth Investment Advisors LLC 23.87% 668,090 $50.6M
2 Seven Springs Wealth Group, LLC 19.59% 1,183,767 $89.7M
3 truNorth Financial Services, Inc. 16.02% 236,045 $17.9M
4 Adirondack Capital Advisors, LLC 15.82% 389,302 $29.5M
5 SVRN Asset Management, LLC 13.73% 352,342 $26.7M
6 Altus Wealth Management, LLC 12.98% 444,824 $33.7M
7 Gratus Wealth Advisors, LLC 11.99% 1,243,096 $94.2M
8 46 Peaks LLC 11.61% 243,630 $18.5M
9 Objectivity Squared, LLC 11.00% 257,674 $19.5M
10 Silver Coast Investments LLC 10.10% 447,671 $33.9M
11 Alliance Wealth Advisors, LLC 9.89% 401,517 $30.4M
12 KOM Wealth Management Group, LLC 9.46% 206,662 $15.7M
13 Immaculate Wealth Management LLC 9.29% 18,100 $1.4M
14 Sfam, LLC 9.01% 145,800 $11.1M
15 Fft Wealth Management LLC 8.86% 746,197 $56.6M
16 IFS Advisors, LLC 8.71% 240,027 $18.2M
17 Targeted Financial Services LLC 8.55% 152,836 $11.6M
18 Wolff Financial Management LLC 8.53% 564,374 $42.8M
19 Capital Investment Advisors, LLC 8.48% 8,497,348 $644.0M
20 Meridian Financial Partners LLC 8.40% 317,378 $24.6M
21 Fairway Financial, LLC 8.38% 161,709 $12.3M
22 Provident Wealth Management, LLC 8.23% 421,678 $32.0M
23 LifeGoal Investments, LLC 8.07% 232,615 $17.6M
24 Sweeney & Michel, LLC 8.05% 385,673 $30.6M
25 Ritter Daniher Financial Advisory LLC / DE 7.60% 658,931 $49.9M
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 — Ishares Tr (DGRO)

What does the Smart Money Trend signal show for DGRO?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added DGRO 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 DGRO?

More buyers than sellers — 60% buying: Last quarter: 726 funds were net buyers (131 opened a brand new position + 595 added to an existing one). Only 478 were sellers (394 trimmed + 84 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DGRO holders?

Elite ownership — 45% AUM from top-100 funds: 33 of 1346 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in DGRO. 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 DGRO?

58% of holders stayed for 2+ years: 789 out of 1,350 hedge funds have held DGRO 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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