Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (DIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — DIV

Based on 118 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DIV 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
118 hedge funds hold DIV 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 — +8% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

66 buying38 selling
Last quarter: 66 funds were net buyers (22 opened a brand new position + 44 added to an existing one). Only 38 were sellers (25 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new DIV position: 7 → 10 → 10 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 16% new
75 out of 118 hedge funds have held DIV 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.
🚀

Acceleration phase — new buyers rushing in

21 → 7 → 10 → 10 → 22 new funds/Q
New funds entering each quarter: 7 → 10 → 10 → 22. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 10% 1-2yr ■ 20% new
Of 118 current holders: 82 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
12 of 118 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in DIV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — DIV

In 2025 Q4, 66 hedge funds were net buyers of DIV (22 opened a new position, 44 added to an existing one), while 38 reduced or exited (25 trimmed, 13 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 40% of total institutional value in DIV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 118.

Hedge Fund Ownership: DIV

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

Market Analysis: DIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DIV

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: DIV
2026 Q1 Stats Unlock in 7 days 118 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 118 109 8.26%
13F Shares 10M 10M -0.67%
Total Value $178M $170M 4.55%
New Positions 22 10 +12
Increased Positions 44 46 -2
Closed Positions 13 13 -
Reduced Positions 25 30 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DIV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

118 + investors

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

Top 25 institutional holders of DIV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Keeler Thomas Management LLC 4.84% 604,687 $11.4M
2 Sherry Group, Inc. 2.35% 113,901 $2.2M
3 FUKOKU MUTUAL LIFE INSURANCE CO 2.32% 1,873,000 $35.4M
4 SMART Wealth LLC 0.98% 177,222 $3.3M
5 Global X Japan Co., Ltd. 0.72% 743,267 $14.0M
6 RETIREMENT PLANNING GROUP, LLC / NY 0.22% 18,450 $349K
7 RHODES INVESTMENT ADVISORS INC /ADV 0.22% 15,500 $268K
8 Caitlin John, LLC 0.18% 15,710 $297K
9 Wealth Advisory Solutions, LLC 0.16% 37,215 $703K
10 Triumph Capital Management 0.12% 30,418 $575K
11 Squire Investment Management Company, LLC 0.11% 20,200 $382K
12 Carroll Advisory Group, LLC 0.11% 14,366 $272K
13 Eagle Strategies LLC 0.10% 44,042 $832K
14 Quest 10 Wealth Builders, Inc. 0.07% 4,312 $81K
15 Sequent Planning LLC 0.05% 11,656 $220K
16 Prostatis Group LLC 0.05% 10,087 $191K
17 Walkner Condon Financial Advisors LLC 0.04% 16,748 $317K
18 Founders Financial Alliance, LLC 0.04% 11,612 $219K
19 Cornerstone Management, Inc. 0.04% 11,710 $221K
20 Capital Investment Advisory Services, LLC 0.03% 23,600 $446K
21 Advyzon Investment Management, LLC 0.03% 18,511 $350K
22 NTV ASSET MANAGEMENT LLC 0.03% 13,000 $246K
23 Indivisible Partners 0.02% 14,025 $265K
24 SeaCrest Wealth Management, LLC 0.02% 11,000 $208K
25 Crews Bank & Trust 0.02% 7,305 $138K
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 — GLOBAL X FDS (DIV)

What does the Smart Money Trend signal show for DIV?

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

More buyers than sellers — 63% buying: Last quarter: 66 funds were net buyers (22 opened a brand new position + 44 added to an existing one). Only 38 were sellers (25 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DIV holders?

Elite ownership — 40% AUM from top-100 funds: 12 of 118 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in DIV. 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 DIV?

64% of holders stayed for 2+ years: 75 out of 118 hedge funds have held DIV 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.