Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

State Str Spdr Dow Jones Ind (DIA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +91
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — DIA

Based on 1459 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 DIA 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
1,459 hedge funds hold DIA 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 — +16% more funds vs a year ago

fund count last 6Q
+196 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

621 buying532 selling
Last quarter: 621 funds bought or added vs 532 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.
📈

More new buyers each quarter (+60 vs last Q)

new funds entering per quarter
Funds opening a new DIA position: 106 → 184 → 121 → 181. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new
918 out of 1,459 hedge funds have held DIA 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 +24% but shares only +7% — price-driven

Value
+23%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +24%, but actual share count only changed +7%. 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 — ~181 new funds/quarter

140 → 106 → 184 → 121 → 181 new funds/Q
New funds entering each quarter: 106 → 184 → 121 → 181. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 22% newcomers

■ 66% veterans ■ 12% 1-2yr ■ 22% new
Entry-cohort mix of 1,519 holders: 1,006 (66%) are 2+ year veterans, 186 entered 1–2 years ago, and 327 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
39 of 1452 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in DIA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
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 — DIA

In 2026 Q2, 621 hedge funds were net buyers of DIA (181 opened a new position, 440 added to an existing one), while 532 reduced or exited (442 trimmed, 90 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 56% of total institutional value in DIA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +91 funds (more new holders than closures). Total institutional holders: 1459.

Hedge Fund Ownership: DIA

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

Market Analysis: DIA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DIA

-- --

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

Is It Too Late to Buy State Str Spdr Dow Jones Ind (DIA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DIA has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 80d ago
DIA
-1.4%
SPY
-2.0%

DIA outperformed SPY by +0.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 35d ago
DIA
-3.9%
SPY
-1.4%

Since the filing became public, DIA outperformed SPY by -2.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 35 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: DIA
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1439 1368 5.19%
13F Shares 60M 56M 6.52%
Total Value $31.84B $25.78B 23.49%
New Positions 177 121 +56
Increased Positions 428 420 +8
Closed Positions 99 133 -34
Reduced Positions 414 420 -6
Total Calls 26 25 4.0%
Total Puts 39 35 11.43%
PUT/CALL Ratio 1.5 1.4 Bearish

Statistics: DIA

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Short % of Float --

Financial Highlights

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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 DIA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DIA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thor Trading Advisors, LLC 22.05% 134,499 $70.3M
2 Better Way Financial, LLC 19.77% 44,732 $23.4M
3 Chartist Inc /Ca/ 19.39% 59,471 $31.1M
4 Financial Concepts Unlimited, Inc. 14.98% 36,569 $19.1M
5 Arkansas Financial Group, INC. 14.52% 213,367 $111.5M
6 TCM Advisors, LLC 12.45% 310,500 $162.2M
7 Cm Wealth Advisors LLC 10.05% 106,644 $55.7M
8 Mine & Arao Wealth Creation & Management, LLC. 9.86% 52,051 $27.2M
9 Kirkwood Financial Services 9.80% 65,577 $34.3M
10 Berkshire Money Management, Inc. 9.75% 204,256 $106.7M
11 StoryOne LLC 9.75% 39,490 $20.6M
12 Jacksonville Wealth Management, LLC 8.11% 27,441 $14.3M
13 Latko Wealth Management, Ltd. 7.57% 34,130 $17.8M
14 J Hagan Capital, INC. 7.43% 30,716 $16.0M
15 Washington Capital Management, Inc 7.41% 21,499 $11.2M
16 Timbuktu Capital Management, LLC 6.88% 8,761 $4.6M
17 Capital Advisor Network LLC 6.65% 10,170 $5.3M
18 TCP Asset Management, LLC 6.62% 111,749 $58.4M
19 FOCUS Wealth Advisors, LLC 5.90% 24,377 $12.7M
20 Shulman DeMeo Asset Management LLC 5.84% 59,768 $31.2M
21 Chung Wu Investment Group, LLC 5.30% 15,435 $8.1M
22 MKT Advisors LLC 4.99% 30,396 $16.1M
23 Reyes Financial Architecture, Inc. 4.87% 16,642 $8.7M
24 Washburn Capital Management, INC. 4.54% 17,637 $9.2M
25 Lynch Investment Planning, LLC 4.41% 10,954 $5.7M
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 — State Str Spdr Dow Jones Ind (DIA)

What does the Smart Money Trend signal show for DIA?

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

Slight buying edge — 54% buying: Last quarter: 621 funds bought or added vs 532 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 DIA holders?

Elite ownership — 56% AUM from top-100 funds: 39 of 1452 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in DIA. 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 DIA?

63% of holders stayed for 2+ years: 918 out of 1,459 hedge funds have held DIA 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.

Is it too late to buy State Str Spdr Dow Jones Ind (DIA) following the 2026 Q2 hedge fund 13F filings?

As of today, DIA has moved -3.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of -2.5%. Since the quarter end (June 30, 2026), DIA has gained -1.4% vs -2.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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