Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (DUBS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
71%

Smart Money Signals — DUBS

Based on 36 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DUBS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
36 hedge funds hold DUBS 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 — +24% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+24% 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 — 71% buying

30 buying12 selling
Last quarter: 30 funds were net buyers (8 opened a brand new position + 22 added to an existing one). Only 12 were sellers (3 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 5 → 8 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 28% new

■ 28% conviction (2yr+) ■ 44% medium ■ 28% new
Of the 36 current holders: 10 (28%) held >2 years, 16 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 — ~8 new funds/quarter

8 → 8 → 5 → 8 → 8 new funds/Q
New funds entering each quarter: 8 → 5 → 8 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 28% veterans, 39% new entrants

■ 28% veterans ■ 33% 1-2yr ■ 39% new
Of 36 current holders: 10 (28%) held 2+ years, 12 held 1–2 years, 14 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
3 of 36 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — DUBS

In 2026 Q1, 30 hedge funds were net buyers of DUBS (8 opened a new position, 22 added to an existing one), while 12 reduced or exited (3 trimmed, 9 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 36.

Hedge Fund Ownership: DUBS

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

Market Analysis: DUBS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DUBS

-- --

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

Is It Too Late to Buy ETF Ser Solutions (DUBS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DUBS 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
DUBS
+14.6%
SPY
+14.1%

DUBS outperformed SPY by +0.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
DUBS
-0.2%
SPY
+0.3%

Since the filing became public, DUBS outperformed SPY by -0.5% .

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.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: DUBS
35 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 35 37 -5.41%
13F Shares 10M 7M 35.18%
Total Value $363M $280M 29.9%
New Positions 7 8 -1
Increased Positions 22 14 +8
Closed Positions 9 6 +3
Reduced Positions 3 13 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DUBS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

35 + investors

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

QUARTER:
Top 25 DUBS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 6th Street Advisors, LLC 7.16% 315,533 $11.4M
2 Second Line Capital, LLC 3.77% 497,908 $19.9M
3 Park Place Capital Corp 3.32% 458,785 $16.5M
4 MBE Wealth Management, LLC 2.13% 141,970 $5.1M
5 Renasant Bank 1.94% 76,199 $2.7M
6 Lord & Richards Wealth Management, LLC 1.43% 45,083 $1.6M
7 One Plus One Wealth Management, LLC 1.18% 77,618 $2.8M
8 Cushing Capital Partners, LLC 1.14% 41,193 $1.5M
9 Guardian Wealth Advisors, LLC / Nc 1.09% 479,540 $17.3M
10 Aptus Capital Advisors, LLC 1.08% 3,806,692 $137.3M
11 Maripau Wealth Management LLC 0.96% 60,657 $2.2M
12 Second Half Financial Partners, LLC 0.85% 52,084 $1.9M
13 Integrated Wealth Concepts LLC 0.74% 2,555,969 $92.2M
14 Waterloo Capital, L.P. 0.55% 216,432 $7.8M
15 Signal Advisors Wealth, LLC 0.51% 208,041 $7.5M
16 Silver Oak Securities, Incorporated 0.37% 140,803 $5.1M
17 Town Capital LLC 0.25% 8,716 $314K
18 Regal Investment Advisors LLC 0.10% 49,282 $1.8M
19 Morris Financial Concepts, INC. 0.06% 4,914 $177K
20 Independent Advisor Alliance 0.03% 77,199 $2.8M
21 Atria Investments, Inc 0.03% 71,337 $2.6M
22 Prime Capital Investment Advisors, LLC 0.03% 68,978 $2.5M
23 Gibbs Wealth Management 0.03% 5,788 $209K
24 RFG Advisory, LLC 0.02% 37,149 $1.3M
25 Capital Investment Advisory Services, LLC 0.01% 2,212 $80K
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 (DUBS)

What does the Smart Money Trend signal show for DUBS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DUBS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DUBS?

More buyers than sellers — 71% buying: Last quarter: 30 funds were net buyers (8 opened a brand new position + 22 added to an existing one). Only 12 were sellers (3 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DUBS holders?

Smaller funds dominant — 5% AUM from top-100: 3 of 36 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 DUBS?

Mixed — 28% long-term, 28% new: Of the 36 current holders: 10 (28%) held >2 years, 16 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.

Is it too late to buy ETF Ser Solutions (DUBS) following the 2026 Q1 hedge fund 13F filings?

As of today, DUBS has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), DUBS has gained +14.6% 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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