Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (DJIA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — DJIA

Based on 54 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DJIA 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
54 hedge funds hold DJIA 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 — +15% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

35 buying24 selling
Last quarter: 35 funds bought or added vs 24 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.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 8 → 10 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 31% new

■ 39% conviction (2yr+) ■ 30% medium ■ 31% new
Of the 54 current holders: 21 (39%) held >2 years, 16 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

9 → 12 → 8 → 10 → 15 new funds/Q
New funds entering each quarter: 12 → 8 → 10 → 15. A growing number of institutions are discovering DJIA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 41% veterans vs 46% newcomers

■ 41% veterans ■ 13% 1-2yr ■ 46% new
Entry-cohort mix of 54 holders: 22 (41%) are 2+ year veterans, 7 entered 1–2 years ago, and 25 (46%) 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
12 of 53 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in DJIA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — DJIA

In 2026 Q2, 35 hedge funds were net buyers of DJIA (15 opened a new position, 20 added to an existing one), while 24 reduced or exited (10 trimmed, 14 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 45% of total institutional value in DJIA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 54.

Hedge Fund Ownership: DJIA

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

Market Analysis: DJIA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DJIA

-- --

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: DJIA
52 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 52 53 -1.89%
13F Shares 3M 2M 25.03%
Total Value $58M $42M 36.76%
New Positions 14 10 +4
Increased Positions 20 23 -3
Closed Positions 14 6 +8
Reduced Positions 10 10 -
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DJIA

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

52 + investors

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

QUARTER:
Top 25 DJIA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMG Family Office LLC 0.53% 26,086 $578K
2 XML Financial, LLC 0.44% 271,811 $6.0M
3 Murphy & Mullick Capital Management Corp 0.18% 12,935 $286K
4 J.W. Cole Advisors, INC. 0.18% 467,472 $10.3M
5 NWF Advisory Services Inc. 0.10% 50,400 $1.1M
6 Beam Wealth Advisors, INC. 0.07% 13,512 $284K
7 Sonoma Allocations LLC 0.07% 9,907 $220K
8 Tactive Advisors, LLC 0.07% 12,385 $274K
9 International Assets Investment Management, LLC 0.03% 23,106 $510K
10 FSM Wealth Advisors, LLC 0.03% 11,687 $259K
11 Founders Financial Alliance, LLC 0.02% 8,480 $188K
12 Old Mission Capital LLC 0.02% 52,766 $1.2M
13 Cape Investment Advisory, Inc. 0.02% 2,880 $64K
14 Private Trust Co NA 0.02% 9,017 $200K
15 WCG Wealth Advisors LLC 0.01% 17,811 $394K
16 Mutual Advisors, LLC 0.01% 21,205 $469K
17 Harbour Investments, INC. 0.01% 21,652 $479K
18 CreativeOne Wealth, LLC 0.01% 12,725 $282K
19 LPL Financial LLC 0.00% 989,506 $21.9M
20 Osaic Holdings, INC. 0.00% 183,183 $4.1M
21 Kestra Private Wealth Services, LLC 0.00% 18,324 $406K
22 Wellington-Altus USA INC. 0.00% 162 $4K
23 Private Advisor Group, LLC 0.00% 24,000 $531K
24 IFP Advisors, Inc 0.00% 4,696 $104K
25 SBI Securities Co., Ltd. 0.00% 3,535 $78K
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 (DJIA)

What does the Smart Money Trend signal show for DJIA?

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

Slight buying edge — 59% buying: Last quarter: 35 funds bought or added vs 24 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 DJIA holders?

Elite ownership — 45% AUM from top-100 funds: 12 of 53 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in DJIA. 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 DJIA?

Mixed — 39% long-term, 31% new: Of the 54 current holders: 21 (39%) held >2 years, 16 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

Full history →