Global X Fds (DTCR) Hedge Fund Ownership (Q2 2026)

Global X Fds (DTCR)

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

Smart Money Signals — DTCR

Based on 293 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 DTCR 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

293 hedge funds hold DTCR 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 — +162% more funds vs a year ago

fund count last 6Q

+181 new funds entered over the past year (+162% 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 — 79% buying

221 buying57 selling

Last quarter: 221 funds were net buyers (88 opened a brand new position + 133 added to an existing one). Only 57 were sellers (40 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter

Funds opening a new DTCR position: 40 → 44 → 73 → 88. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 58% entered in last year

■ 12% conviction (2yr+) ■ 31% medium ■ 58% new

Only 34 funds (12%) 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.

💰

Value +135% but shares only +87% — price-driven

Value

+135%

+86%

Last quarter: the total dollar value of institutional holdings rose +135%, but actual share count only changed +87%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

15 → 40 → 44 → 73 → 88 new funds/Q

New funds entering each quarter: 40 → 44 → 73 → 88. 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 — 63% of holders entered in last year

■ 14% veterans ■ 23% 1-2yr ■ 63% new

Of 296 current holders: 187 (63%) entered in the past year, only 41 (14%) 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.

🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds

24 of 292 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in DTCR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.1

out of 10

Moderate Exit Risk

Exit risk score 6.1/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	288	222	29.73%
13F Shares	47M	25M	85.53%
Total Value	$1.40B	$597M	133.92%
New Positions	88	73	+15
Increased Positions	131	95	+36
Closed Positions	21	17	+4
Reduced Positions	37	34	+3
Total Calls	2	2	-
Total Puts	1	2	-50.0%
PUT/CALL Ratio	0.5	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

288

222

29.73%

13F Shares

47M

25M

85.53%

Total Value

$1.40B

$597M

133.92%

New Positions

+15

Increased Positions

131

+36

Closed Positions

Reduced Positions

Total Calls

Total Puts

-50.0%

PUT/CALL Ratio

0.5

1.0

Bullish

Institutional Holders (2026 Q2)

288 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DTCR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Parkway Wealth Management Group, LLC	3.98%	1,134,209	$34.4M
2	S. R. Schill & Associates	3.34%	182,058	$5.5M
3	Hedeker Wealth, LLC	3.23%	557,562	$16.9M
4	Maniro Ltd	3.07%	449,926	$13.7M
5	New Wave Wealth Advisors LLC	2.94%	354,196	$10.8M
6	WJ Wealth Management, LLC	2.90%	242,154	$7.4M
7	Wiser Advisor Group LLC	2.86%	86,041	$2.6M
8	Potentia Wealth	2.38%	191,323	$5.8M
9	Financial Freedom, LLC	2.32%	166,382	$5.1M
10	Paller Financial Services Inc	1.90%	83,740	$2.5M
11	Premier Private Wealth Management LLC	1.87%	70,466	$2.1M
12	Foguth Wealth Management, LLC.	1.62%	517,156	$14.3M
13	Solutions 4 Wealth, Ltd	1.52%	38,810	$1.2M
14	Pacific Life Fund Advisors LLC	1.27%	381,561	$11.6M
15	Anderson Financial Strategies, LLC	1.24%	84,267	$2.4M
16	Sonoma Private Wealth LLC	1.13%	34,688	$1.1M
17	High Point Wealth Management, LLC	1.03%	41,558	$1.3M
18	Ciovacco Capital Management LLC	1.01%	74,854	$2.3M
19	Sage Capital Management, LLC	1.00%	84,090	$2.6M
20	Clear Investment Research, LLC	0.99%	21,011	$638K
21	AGH Wealth Advisors, LLC	0.96%	49,954	$1.5M
22	Avalon Capital Management	0.86%	120,097	$3.6M
23	Cascade Investment Group, INC.	0.81%	47,744	$1.4M
24	Copia Wealth Management	0.75%	40,845	$1.2M
25	Seaview Investment Managers LLC	0.72%	79,299	$2.4M

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 (DTCR)

What does the Smart Money Trend signal show for DTCR?

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

More buyers than sellers — 79% buying: Last quarter: 221 funds were net buyers (88 opened a brand new position + 133 added to an existing one). Only 57 were sellers (40 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DTCR holders?

Elite ownership — 64% AUM from top-100 funds: 24 of 292 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in DTCR. 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 DTCR?

Mostly new holders — 58% entered in last year: Only 34 funds (12%) 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.

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.

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Global X Fds (DTCR)

Smart Money Signals — DTCR

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +162% more funds vs a year ago

More buyers than sellers — 79% buying

More new buyers each quarter (+15 vs last Q)

Mostly new holders — 58% entered in last year

Value +135% but shares only +87% — price-driven

Acceleration phase — new buyers rushing in

Early stage — 63% of holders entered in last year

Elite ownership — 64% AUM from top-100 funds

Institutional Sentiment Summary — DTCR

Hedge Fund Ownership: DTCR

Market Analysis: DTCR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DTCR

Hedge Fund Positioning: DTCR

Statistics: DTCR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Global X Fds (DTCR)

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