Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF SER SOLUTIONS (DSTL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — DSTL

Based on 136 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 DSTL 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
136 hedge funds hold DSTL 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 — +5% more funds vs a year ago

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

Slight buying edge — 50% buying

65 buying66 selling
Last quarter: 65 funds bought or added vs 66 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.
📈

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

new funds entering per quarter
Funds opening a new DSTL position: 12 → 16 → 12 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 21% new
72 out of 136 hedge funds have held DSTL 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.
📈

Growing discovery — still being found

13 → 12 → 16 → 12 → 24 new funds/Q
New funds entering each quarter: 12 → 16 → 12 → 24. A growing number of institutions are discovering DSTL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 21% 1-2yr ■ 24% new
Of 136 current holders: 75 (55%) 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.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
12 of 136 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Hedge Fund Ownership: DSTL

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

Market Analysis: DSTL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DSTL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 3 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: DSTL
2026 Q1 Stats Unlock in 19 days 136 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 136 124 9.68%
13F Shares 24M 25M -2.31%
Total Value $1.42B $1.43B -0.38%
New Positions 24 12 +12
Increased Positions 41 41 -
Closed Positions 12 20 -8
Reduced Positions 54 52 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DSTL

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 Q1)

136 + investors

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

Top 25 institutional holders of DSTL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abacus Planning Group, Inc. 11.17% 1,433,258 $83.0M
2 Berkeley, Inc 7.06% 363,522 $21.0M
3 Sunbeam Capital Management, LLC 5.67% 171,099 $9.9M
4 Arlington Financial Advisors, LLC 4.41% 534,709 $30.9M
5 Crumly & Associates Inc. 4.37% 359,166 $20.8M
6 Resonant Capital Advisors, LLC 3.53% 1,160,218 $67.2M
7 Centerpoint Advisory Group 2.72% 62,326 $3.6M
8 SAXON INTERESTS, INC. 2.69% 134,729 $7.8M
9 Sequoia Financial Advisors, LLC 1.92% 5,923,843 $342.9M
10 Old Port Advisors 1.64% 122,872 $7.1M
11 Indivisible Partners 1.52% 296,463 $17.2M
12 Aspect Partners, LLC 1.32% 55,784 $3.2M
13 Weil Company, Inc. 1.12% 85,892 $5.0M
14 Fermata Advisors, LLC 1.05% 80,468 $4.7M
15 Meramec Financial Planners, LLC 0.72% 30,009 $1.8M
16 Oxbow Advisors, LLC 0.62% 125,118 $7.2M
17 LRI Investments, LLC 0.38% 74,124 $4.3M
18 Walleye Partners, LLC 0.35% 4,953 $287K
19 HERITAGE OAK WEALTH ADVISORS LLC 0.34% 18,477 $1.1M
20 Barry Investment Advisors, LLC 0.34% 26,633 $1.5M
21 Braeburn Wealth Management LLC 0.30% 9,007 $521K
22 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.29% 11,839 $685K
23 Wealth Enhancement Trust Services, Inc. 0.27% 37,850 $2.2M
24 LANDMARK WEALTH MANAGEMENT, INC. 0.22% 10,225 $592K
25 SimpliFi, Inc. 0.22% 9,071 $525K
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 (DSTL)

What does the Smart Money Trend signal show for DSTL?

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

Slight buying edge — 50% buying: Last quarter: 65 funds bought or added vs 66 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 DSTL holders?

Smaller funds dominant — 3% AUM from top-100: 12 of 136 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DSTL?

53% of holders stayed for 2+ years: 72 out of 136 hedge funds have held DSTL 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.