Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STRATEGY SHS (ELCV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
73%

Smart Money Signals — ELCV

Based on 50 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 4Q
For 1 consecutive quarter, more hedge funds reduced or closed their ELCV 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 (96% of max)

96% of all-time peak
50 hedge funds hold ELCV right now — the highest count in 1.2 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 — +117% more funds vs a year ago

fund count last 5Q
+27 new funds entered over the past year (+117% 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. The peak was reached in just 3 quarters from the low — a sharp move.
🟢

More buyers than sellers — 73% buying

37 buying14 selling
Last quarter: 37 funds were net buyers (3 opened a brand new position + 34 added to an existing one). Only 14 were sellers (9 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 10 → 20 → 3. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 50% entered in last year

■ 0% conviction (2yr+) ■ 50% medium ■ 50% new
Only 0 funds (0%) 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.
➡️

Steady discovery — ~3 new funds/quarter

10 → 10 → 20 → 3 new funds/Q
New funds entering each quarter: 10 → 10 → 20 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 50 current holders: 50 (100%) entered in the past year, only 0 (0%) 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.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
5 of 50 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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: ELCV

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

Market Analysis: ELCV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ELCV

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

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: ELCV
2026 Q1 Stats Unlock in 17 days 50 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 50 52 -3.85%
13F Shares 5M 4M 23.18%
Total Value $131M $107M 22.74%
New Positions 3 20 -17
Increased Positions 34 16 +18
Closed Positions 5 7 -2
Reduced Positions 9 12 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ELCV

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Valuation Measures Data as of: --

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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
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Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

50 + investors

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

Top 23 institutional holders of ELCV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 O'Connor Financial Group LLC 2.43% 204,591 $5.9M
2 OneAscent Wealth Management LLC 2.33% 243,321 $7.1M
3 Faithward Advisors, LLC 2.26% 545,800 $15.8M
4 OneAscent Financial Services LLC 1.52% 968,737 $28.1M
5 Strategic Equity Management 0.81% 74,014 $2.1M
6 MONEYWISE, INC. 0.73% 57,720 $1.7M
7 PAX Financial Group, LLC 0.68% 137,113 $4.0M
8 CREATIVE FINANCIAL DESIGNS INC /ADV 0.61% 348,832 $10.1M
9 OneAscent Family Office, LLC 0.52% 25,912 $751K
10 LVZ, Inc. 0.51% 152,754 $4.4M
11 Values First Advisors, Inc. 0.23% 15,256 $442K
12 Discipline Wealth Solutions, LLC 0.08% 27,683 $803K
13 First Heartland Consultants, Inc. 0.08% 37,826 $1.1M
14 Valmark Advisers, Inc. 0.03% 83,971 $2.4M
15 IFP Advisors, Inc 0.01% 22,205 $644K
16 Cornerstone Wealth Management, LLC 0.01% 8,764 $254K
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% 191,307 $5.6M
18 Cambridge Investment Research Advisors, Inc. 0.01% 91,775 $3K
19 Merit Financial Group, LLC 0.00% 18,987 $551K
20 CX Institutional 0.00% 2,917 —
21 AdvisorNet Financial, Inc 0.00% 1,085 $31K
22 Blue Trust, Inc. 0.00% 3,088 $90K
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 21,885 $635K
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 — STRATEGY SHS (ELCV)

What does the Smart Money Trend signal show for ELCV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ELCV 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 ELCV?

More buyers than sellers — 73% buying: Last quarter: 37 funds were net buyers (3 opened a brand new position + 34 added to an existing one). Only 14 were sellers (9 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ELCV holders?

Smaller funds dominant — 6% AUM from top-100: 5 of 50 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ELCV?

Mostly new holders — 50% entered in last year: Only 0 funds (0%) 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.