Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (DMAX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
2Q ▲
Buyers last Q
77%

Smart Money Signals — DMAX

Based on 43 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 4Q
For 2 consecutive quarters, more hedge funds added DMAX 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
43 hedge funds hold DMAX right now — the highest count in 1.2 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 — +169% more funds vs a year ago

fund count last 5Q
+27 new funds entered over the past year (+169% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 77% buying

30 buying9 selling
Last quarter: 30 funds were net buyers (19 opened a brand new position + 11 added to an existing one). Only 9 were sellers (3 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new DMAX position: 13 → 3 → 11 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 63% entered in last year

■ 0% conviction (2yr+) ■ 37% medium ■ 63% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

13 → 3 → 11 → 19 new funds/Q
New funds entering each quarter: 13 → 3 → 11 → 19. 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.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 43 current holders: 43 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
6 of 43 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.8
out of 10
Moderate Exit Risk
Exit risk score 5.8/10 — 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 — DMAX

In 2026 Q1, 30 hedge funds were net buyers of DMAX (19 opened a new position, 11 added to an existing one), while 9 reduced or exited (3 trimmed, 6 sold completely) — a 77% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 43.

Hedge Fund Ownership: DMAX

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

Market Analysis: DMAX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DMAX

-- --

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

Is It Too Late to Buy Ishares Tr (DMAX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DMAX 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 · 81d ago
DMAX
nan%
SPY
+15.1%

DMAX outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
DMAX
nan%
SPY
+1.3%

Since the filing became public, DMAX outperformed SPY by nan% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: DMAX
43 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 43 30 43.33%
13F Shares 4M 2M 51.81%
Total Value $96M $67M 44.08%
New Positions 19 11 +8
Increased Positions 11 6 +5
Closed Positions 6 7 -1
Reduced Positions 3 6 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DMAX

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

43 + investors

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

QUARTER:
Top 25 DMAX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crown Wealth Group, LLC 3.89% 498,567 $13.2M
2 J. L. Bainbridge & Co., Inc. 1.61% 682,097 $18.1M
3 Crosspoint Financial, LLC 1.45% 21,683 $576K
4 FC Advisory LLC 1.19% 152,995 $4.1M
5 Grantvest Financial Group LLC 1.10% 64,126 $1.7M
6 ATX Financial Planning, LLC 0.88% 43,520 $1.2M
7 BIP Wealth, LLC 0.82% 760,919 $20.2M
8 Blue Sky Capital Consultants Group, Inc. 0.64% 50,447 $1.3M
9 Ashton Thomas Securities, LLC 0.33% 98,855 $2.6M
10 Crewe Advisors LLC 0.17% 75,690 $2.0M
11 Shared Vision Wealth Group LLC 0.15% 14,254 $379K
12 Encompass More Asset Management 0.14% 32,206 $856K
13 Smith & Howard Wealth Management, LLC 0.13% 23,422 $622K
14 Amplius Wealth Advisors, LLC 0.07% 29,647 $788K
15 Ashton Thomas Private Wealth, LLC 0.05% 77,782 $2.1M
16 Middleton & Co Inc/Ma 0.05% 15,350 $408K
17 Strategic Blueprint, LLC 0.03% 17,908 $476K
18 Ausdal Financial Partners, Inc. 0.02% 19,641 $522K
19 Old Mission Capital LLC 0.01% 33,969 $903K
20 ARS Investment Partners, LLC 0.01% 9,990 $265K
21 Kovack Advisors, Inc. 0.01% 9,353 $248K
22 Patriot Financial Group Insurance Agency, LLC 0.01% 7,706 $205K
23 Prosperity Consulting Group, LLC 0.01% 7,827 $208K
24 Sagespring Wealth Partners, LLC 0.01% 16,859 $448K
25 Advisory Services Network, LLC 0.01% 20,005 $532K
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 — Ishares Tr (DMAX)

What does the Smart Money Trend signal show for DMAX?

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

More buyers than sellers — 77% buying: Last quarter: 30 funds were net buyers (19 opened a brand new position + 11 added to an existing one). Only 9 were sellers (3 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DMAX holders?

Smaller funds dominant — 5% AUM from top-100: 6 of 43 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DMAX?

Mostly new holders — 63% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Ishares Tr (DMAX) following the 2026 Q1 hedge fund 13F filings?

As of today, DMAX has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), DMAX has gained nan% vs +15.1% 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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