Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF SER SOLUTIONS (DUBS)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
50%

Smart Money Signals — DUBS

Based on 32 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added DUBS 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
32 hedge funds hold DUBS right now — the highest count in 2.8 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 — +28% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+28% 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.
🟡

Slight buying edge — 50% buying

18 buying18 selling
Last quarter: 18 funds bought or added vs 18 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 8 → 4 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 34% entered in last year

22% conviction (2yr+) 44% medium 34% new
Only 7 funds (22%) 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.
📊

Peak discovery — momentum slowing

4 → 7 → 8 → 4 → 7 new funds/Q
New funds entering each quarter: 7 → 8 → 4 → 7. DUBS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 19% veterans, 34% new entrants

19% veterans 47% 1-2yr 34% new
Of 32 current holders: 6 (19%) held 2+ years, 15 held 1–2 years, 11 (34%) 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
2 of 32 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.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

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

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

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: DUBS
2026 Q1 Stats Unlock in 22 days 32 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 32 31 3.23%
13F Shares 7M 7M 1.46%
Total Value $276M $263M 4.93%
New Positions 7 4 +3
Increased Positions 11 16 -5
Closed Positions 6 2 +4
Reduced Positions 12 8 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DUBS

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)

32 + investors

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

Top 11 institutional holders of DUBS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Park Place Capital Corp 3.32% 458,785 $16.5M
2 MBE Wealth Management, LLC 2.13% 141,970 $5.1M
3 Lord & Richards Wealth Management, LLC 1.43% 45,083 $1.6M
4 ONE PLUS ONE WEALTH MANAGEMENT, LLC 1.18% 77,618 $2.8M
5 Cushing Capital Partners, LLC 1.14% 41,193 $1.5M
6 Signal Advisors Wealth, LLC 0.51% 208,041 $7.5M
7 SILVER OAK SECURITIES, INCORPORATED 0.37% 140,803 $5.1M
8 MORRIS FINANCIAL CONCEPTS, INC. 0.06% 4,914 $177K
9 RFG Advisory, LLC 0.02% 37,149 $1.3M
10 Farther Finance Advisors, LLC 0.00% 2,752 $100K
11 SIGNATUREFD, LLC 0.00% 266 $10K
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added DUBS 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 DUBS?

Slight buying edge — 50% buying: Last quarter: 18 funds bought or added vs 18 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 DUBS holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 32 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 DUBS?

Mostly new holders — 34% entered in last year: Only 7 funds (22%) 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.

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.