Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (DJIA)

53 + 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
↑ +4
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — DJIA

Based on 53 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
53 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.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+23% 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 — 67% buying

33 buying16 selling
Last quarter: 33 funds were net buyers (10 opened a brand new position + 23 added to an existing one). Only 16 were sellers (10 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 12 → 8 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 30% new

■ 38% conviction (2yr+) ■ 32% medium ■ 30% new
Of the 53 current holders: 20 (38%) held >2 years, 17 held 1–2 years, and 16 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.
➡️

Steady discovery — ~10 new funds/quarter

12 → 9 → 12 → 8 → 10 new funds/Q
New funds entering each quarter: 9 → 12 → 8 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 47% veterans vs 43% newcomers

■ 47% veterans ■ 9% 1-2yr ■ 43% new
Entry-cohort mix of 53 holders: 25 (47%) are 2+ year veterans, 5 entered 1–2 years ago, and 23 (43%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
11 of 51 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — DJIA

In 2026 Q1, 33 hedge funds were net buyers of DJIA (10 opened a new position, 23 added to an existing one), while 16 reduced or exited (10 trimmed, 6 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. 37% of total institutional value in DJIA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 53.

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.

Is It Too Late to Buy Global X Fds (DJIA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DJIA has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 84d ago
DJIA
+4.1%
SPY
+14.9%

DJIA outperformed SPY by -10.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
DJIA
+2.1%
SPY
+1.1%

Since the filing became public, DJIA outperformed SPY by +1.0% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: DJIA
53 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 53 49 8.16%
13F Shares 2M 2M 12.55%
Total Value $42M $43M -0.46%
New Positions 10 8 +2
Increased Positions 23 19 +4
Closed Positions 6 10 -4
Reduced Positions 10 15 -5
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DJIA

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

53 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMG Family Office LLC 0.59% 24,963 $525K
2 J.W. Cole Advisors, INC. 0.33% 470,611 $9.9M
3 Murphy & Mullick Capital Management Corp 0.21% 13,714 $289K
4 NWF Advisory Services Inc. 0.12% 51,800 $1.1M
5 XML Financial, LLC 0.10% 60,131 $1.3M
6 Massar Capital Management, LP 0.09% 40,305 $848K
7 Tactive Advisors, LLC 0.07% 12,613 $265K
8 Sonoma Allocations LLC 0.07% 9,907 $209K
9 Beam Wealth Advisors, INC. 0.07% 13,512 $284K
10 Founders Financial Alliance, LLC 0.03% 8,816 $185K
11 WCG Wealth Advisors LLC 0.02% 33,651 $708K
12 Private Trust Co NA 0.02% 9,017 $203K
13 International Assets Investment Management, LLC 0.02% 11,455 $242K
14 Innovative Asset Advisors Group, LLC 0.02% 1,350 $28K
15 Jaffetilchin Investment Partners, LLC 0.01% 11,085 $233K
16 Mutual Advisors, LLC 0.01% 20,555 $432K
17 Flagship Harbor Advisors, LLC 0.01% 9,547 $201K
18 Harbour Investments, INC. 0.01% 21,852 $460K
19 CreativeOne Wealth, LLC 0.01% 12,716 $268K
20 Osaic Holdings, INC. 0.01% 187,497 $3.9M
21 Kestra Private Wealth Services, LLC 0.00% 18,196 $383K
22 LPL Financial LLC 0.00% 676,092 $14.2M
23 IFP Advisors, Inc 0.00% 4,529 $95K
24 Private Advisor Group, LLC 0.00% 19,000 $400K
25 SBI Securities Co., Ltd. 0.00% 3,093 $65K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 67% buying: Last quarter: 33 funds were net buyers (10 opened a brand new position + 23 added to an existing one). Only 16 were sellers (10 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DJIA holders?

Strong quality — 37% AUM from major funds: 11 of 51 holders rank in the top 100 by AUM, accounting for 37% 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 DJIA?

Mixed — 38% long-term, 30% new: Of the 53 current holders: 20 (38%) held >2 years, 17 held 1–2 years, and 16 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.

Is it too late to buy Global X Fds (DJIA) following the 2026 Q1 hedge fund 13F filings?

As of today, DJIA has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), DJIA has gained +4.1% vs +14.9% 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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