Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Franklin Templeton ETF Tr (DIEM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
78%

Smart Money Signals — DIEM

Based on 27 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DIEM 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
27 hedge funds hold DIEM 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 — +80% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+80% 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 — 78% buying

21 buying6 selling
Last quarter: 21 funds were net buyers (9 opened a brand new position + 12 added to an existing one). Only 6 were sellers (3 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 4 → 6 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 15% medium ■ 41% new
12 out of 27 hedge funds have held DIEM 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 +63% but shares only +48% — price-driven

Value
+63%
Shares
+47%
Last quarter: the total dollar value of institutional holdings rose +63%, but actual share count only changed +48%. 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 — ~9 new funds/quarter

2 → 4 → 4 → 6 → 9 new funds/Q
New funds entering each quarter: 4 → 4 → 6 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 48% veterans vs 44% newcomers

■ 48% veterans ■ 7% 1-2yr ■ 44% new
Entry-cohort mix of 27 holders: 13 (48%) are 2+ year veterans, 2 entered 1–2 years ago, and 12 (44%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
9 of 27 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 — DIEM

In 2026 Q1, 21 hedge funds were net buyers of DIEM (9 opened a new position, 12 added to an existing one), while 6 reduced or exited (3 trimmed, 3 sold completely) — a 78% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 39% of total institutional value in DIEM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 27.

Hedge Fund Ownership: DIEM

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

Market Analysis: DIEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DIEM

-- --

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 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: DIEM
29 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 27 7.41%
13F Shares 1M 1M 9.67%
Total Value $46M $36M 26.05%
New Positions 5 9 -4
Increased Positions 13 12 +1
Closed Positions 3 3 -
Reduced Positions 6 3 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DIEM

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Short % of Float --

Financial Highlights

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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 DIEM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DIEM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Byrne Financial Freedom, LLC 0.43% 25,205 $1.1M
2 Sequent Planning LLC 0.24% 26,082 $1.1M
3 BCS Wealth Management 0.10% 13,270 $576K
4 Global Retirement Partners, LLC 0.05% 73,096 $3.2M
5 Old Mission Capital LLC 0.05% 68,791 $3.0M
6 Indivisible Partners 0.05% 18,445 $801K
7 J.W. Cole Advisors, INC. 0.03% 41,933 $1.8M
8 Private Trust Co NA 0.02% 4,950 $215K
9 Gladstone Institutional Advisory LLC 0.01% 5,625 $244K
10 Sanctuary Advisors, LLC 0.00% 19,896 $864K
11 O'shaughnessy Asset Management, LLC 0.00% 17,390 $755K
12 LPL Financial LLC 0.00% 336,055 $14.6M
13 Raymond James Financial Inc 0.00% 242,853 $10.5M
14 Truist Financial Corp 0.00% 44,838 $1.9M
15 Tidemark, LLC 0.00% 197 $9K
16 Osaic Holdings, INC. 0.00% 30,076 $1.3M
17 Geneos Wealth Management Inc. 0.00% 750 $33K
18 Integrated Wealth Concepts LLC 0.00% 2,789 $121K
19 Cetera Investment Advisers 0.00% 11,347 $492K
20 Jane Street Group, LLC 0.00% 40,892 $1.8M
21 Smartleaf Asset Management LLC 0.00% 87 $4K
22 Franklin Resources Inc 0.00% 4,080 $177K
23 Jpmorgan Chase & Co 0.00% 7,048 $302K
24 Morgan Stanley 0.00% 5,830 $253K
25 Royal Bank of Canada 0.00% 163 $7K
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 — Franklin Templeton ETF Tr (DIEM)

What does the Smart Money Trend signal show for DIEM?

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

More buyers than sellers — 78% buying: Last quarter: 21 funds were net buyers (9 opened a brand new position + 12 added to an existing one). Only 6 were sellers (3 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DIEM holders?

Strong quality — 39% AUM from major funds: 9 of 27 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DIEM?

44% of holders stayed for 2+ years: 12 out of 27 hedge funds have held DIEM 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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