Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (DSMC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — DSMC

Based on 31 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added DSMC 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
31 hedge funds hold DSMC 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 — +19% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

15 buying12 selling
Last quarter: 15 funds bought or added vs 12 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 — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 6 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 32% new

■ 35% conviction (2yr+) ■ 32% medium ■ 32% new
Of the 31 current holders: 11 (35%) held >2 years, 10 held 1–2 years, and 10 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 — ~4 new funds/quarter

4 → 6 → 6 → 7 → 4 new funds/Q
New funds entering each quarter: 6 → 6 → 7 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 35% veterans, 39% new entrants

■ 35% veterans ■ 26% 1-2yr ■ 39% new
Of 31 current holders: 11 (35%) held 2+ years, 8 held 1–2 years, 12 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
4 of 31 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — DSMC

In 2026 Q2, 15 hedge funds were net buyers of DSMC (4 opened a new position, 11 added to an existing one), while 12 reduced or exited (9 trimmed, 3 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 31.

Hedge Fund Ownership: DSMC

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

Market Analysis: DSMC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DSMC

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: DSMC
31 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 31 30 3.33%
13F Shares 2M 2M 2.83%
Total Value $87M $78M 10.93%
New Positions 4 7 -3
Increased Positions 11 6 +5
Closed Positions 3 6 -3
Reduced Positions 9 14 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DSMC

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Financial Highlights

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Institutional Holders (2026 Q2)

31 + investors

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

QUARTER:
Top 25 DSMC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aspect Partners, LLC 2.85% 189,539 $7.6M
2 Berkeley, Inc 1.81% 142,797 $5.8M
3 Kathmere Capital Management, LLC 1.33% 621,818 $25.1M
4 Rothschild Wealth LLC 0.80% 249,173 $10.1M
5 Resonant Capital Advisors, LLC 0.57% 297,925 $12.0M
6 One Plus One Wealth Management, LLC 0.57% 32,778 $1.3M
7 Indivisible Partners 0.46% 201,233 $8.1M
8 Legacy Wealth Managment, LLC/ID 0.20% 11,943 $482K
9 Crumly & Associates Inc. 0.11% 14,429 $582K
10 Global View Capital Management LLC 0.09% 10,879 $439K
11 WealthCare Investment Partners, LLC 0.06% 5,890 $238K
12 Accurate Wealth Management, LLC 0.04% 9,920 $407K
13 Madison Asset Management, LLC 0.03% 64,391 $2.6M
14 Abacus Planning Group, Inc. 0.03% 5,504 $222K
15 Rockefeller Capital Management L.P. 0.01% 211,923 $8.6M
16 National Philanthropic Trust 0.01% 17,000 $686K
17 Orion Capital Management LLC 0.01% 628 $25K
18 Essential Partners LLC 0.01% 359 $14K
19 Tidal Investments LLC 0.00% 28,306 $1.1M
20 Focus Partners Wealth 0.00% 11,826 $477K
21 O'shaughnessy Asset Management, LLC 0.00% 1,031 $42K
22 Harbour Investments, INC. 0.00% 308 $12K
23 Geneos Wealth Management Inc. 0.00% 200 $8K
24 LPL Financial LLC 0.00% 17,885 $722K
25 US Bancorp \de\ 0.00% 1,358 $55K
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 — ETF Ser Solutions (DSMC)

What does the Smart Money Trend signal show for DSMC?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added DSMC 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 DSMC?

Slight buying edge — 56% buying: Last quarter: 15 funds bought or added vs 12 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 DSMC holders?

Smaller funds dominant — 1% AUM from top-100: 4 of 31 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DSMC?

Mixed — 35% long-term, 32% new: Of the 31 current holders: 11 (35%) held >2 years, 10 held 1–2 years, and 10 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.

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