Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (DTCR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +56
Streak
3Q ▲
Buyers last Q
77%

Smart Money Signals — DTCR

Based on 221 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
221 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 — +97% more funds vs a year ago

fund count last 6Q
+109 new funds entered over the past year (+97% 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 — 77% buying

168 buying51 selling
Last quarter: 168 funds were net buyers (72 opened a brand new position + 96 added to an existing one). Only 51 were sellers (35 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new DTCR position: 14 → 40 → 44 → 72. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 51% entered in last year

■ 11% conviction (2yr+) ■ 38% medium ■ 51% new
Only 25 funds (11%) 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 +56% but shares only +39% — price-driven

Value
+56%
Shares
+38%
Last quarter: the total dollar value of institutional holdings rose +56%, but actual share count only changed +39%. 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

35 → 14 → 40 → 44 → 72 new funds/Q
New funds entering each quarter: 14 → 40 → 44 → 72. 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 — 61% of holders entered in last year

■ 14% veterans ■ 24% 1-2yr ■ 61% new
Of 225 current holders: 138 (61%) entered in the past year, only 32 (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 — 61% AUM from top-100 funds

61% from top-100 AUM funds
20 of 220 holders are among the 100 largest funds by AUM, controlling 61% 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.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — DTCR

In 2026 Q1, 168 hedge funds were net buyers of DTCR (72 opened a new position, 96 added to an existing one), while 51 reduced or exited (35 trimmed, 16 sold completely) — a 77% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in DTCR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +56 funds (more new holders than closures). Total institutional holders: 221.

Hedge Fund Ownership: DTCR

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

Market Analysis: DTCR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DTCR

-- --

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

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

Signal Freshness measures how much DTCR 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 · 74d ago
DTCR
+30.1%
SPY
+14.1%

DTCR outperformed SPY by +16.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
DTCR
+5.1%
SPY
+0.3%

Since the filing became public, DTCR outperformed SPY by +4.8% .

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.

10 top-rated funds 3 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: DTCR
219 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 219 165 32.73%
13F Shares 25M 18M 36.75%
Total Value $584M $381M 53.44%
New Positions 71 44 +27
Increased Positions 95 69 +26
Closed Positions 17 17 -
Reduced Positions 33 27 +6
Total Calls 2 1 100.0%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 2.0 Neutral

Statistics: DTCR

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Financial Highlights

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Institutional Holders (2026 Q1)

219 + 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:
Top 25 DTCR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 S. R. Schill & Associates 3.07% 189,840 $4.5M
2 Hedeker Wealth, LLC 2.99% 591,283 $14.2M
3 New Wave Wealth Advisors LLC 2.86% 344,292 $8.2M
4 Wiser Advisor Group LLC 2.50% 86,175 $2.1M
5 Financial Freedom, LLC 1.99% 167,193 $4.0M
6 Potentia Wealth 1.98% 213,932 $5.1M
7 Paller Financial Services Inc 1.78% 89,636 $2.1M
8 Premier Private Wealth Management LLC 1.64% 64,848 $1.6M
9 Anderson Financial Strategies, LLC 1.58% 98,007 $2.9M
10 Solutions 4 Wealth, Ltd 1.43% 39,586 $948K
11 Foguth Wealth Management, LLC. 1.23% 333,882 $10.5M
12 Sonoma Private Wealth LLC 1.02% 34,574 $828K
13 Sage Capital Management, LLC 0.95% 84,090 $2.0M
14 AGH Wealth Advisors, LLC 0.83% 47,131 $1.1M
15 Avalon Capital Management 0.81% 119,702 $2.9M
16 High Point Wealth Management, LLC 0.73% 31,386 $752K
17 Seaview Investment Managers LLC 0.63% 72,473 $1.7M
18 Prosperity Financial Group, Inc. 0.62% 70,253 $1.7M
19 Copia Wealth Management 0.55% 33,546 $804K
20 Eagle Strategies LLC 0.52% 180,843 $4.3M
21 Forefront Wealth Partners, LLC 0.50% 49,971 $1.2M
22 Phoenix Wealth Advisors 0.50% 52,910 $1.3M
23 Great Diamond Partners, LLC 0.50% 107,592 $2.6M
24 APS Management Group, Inc. 0.48% 23,471 $562K
25 Greenline Wealth Management LLC 0.46% 16,507 $396K
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 — 3 quarters in a row: For 3 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 — 77% buying: Last quarter: 168 funds were net buyers (72 opened a brand new position + 96 added to an existing one). Only 51 were sellers (35 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DTCR holders?

Elite ownership — 61% AUM from top-100 funds: 20 of 220 holders are among the 100 largest funds by AUM, controlling 61% 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 — 51% entered in last year: Only 25 funds (11%) 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 Global X Fds (DTCR) following the 2026 Q1 hedge fund 13F filings?

As of today, DTCR has moved +5.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +4.8%. Since the quarter end (March 31, 2026), DTCR has gained +30.1% vs +14.1% 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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