Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Strategy Shs (ELCV)

64 + 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
↑ +14
Streak
1Q ▲
Buyers last Q
73%

Smart Money Signals — ELCV

Based on 65 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ELCV 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
65 hedge funds hold ELCV right now — the highest count in 1.8 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 — +62% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+62% 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 — 73% buying

47 buying17 selling
Last quarter: 47 funds were net buyers (16 opened a brand new position + 31 added to an existing one). Only 17 were sellers (15 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new ELCV position: 20 → 3 → 8 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 32% entered in last year

■ 0% conviction (2yr+) ■ 68% medium ■ 32% 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.
💰

Value +47% but shares only +29% — price-driven

Value
+46%
Shares
+29%
Last quarter: the total dollar value of institutional holdings rose +47%, but actual share count only changed +29%. 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.
➡️

Steady discovery — ~16 new funds/quarter

10 → 20 → 3 → 8 → 16 new funds/Q
New funds entering each quarter: 20 → 3 → 8 → 16. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 58% of holders entered in last year

■ 0% veterans ■ 42% 1-2yr ■ 58% new
Of 65 current holders: 38 (58%) 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 — 12% AUM from top-100

12% from top-100 AUM funds
6 of 65 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — ELCV

In 2026 Q2, 47 hedge funds were net buyers of ELCV (16 opened a new position, 31 added to an existing one), while 17 reduced or exited (15 trimmed, 2 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 65.

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

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: ELCV
64 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 64 51 25.49%
13F Shares 6M 5M 29.05%
Total Value $197M $135M 46.29%
New Positions 15 8 +7
Increased Positions 31 21 +10
Closed Positions 2 8 -6
Reduced Positions 15 19 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ELCV

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Institutional Holders (2026 Q2)

64 + investors

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

QUARTER:
Top 25 ELCV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bare Financial Services, Inc 3.42% 452,904 $14.9M
2 OneAscent Wealth Management LLC 2.69% 274,331 $9.0M
3 O'Connor Financial Group LLC 2.22% 190,542 $6.3M
4 Faithward Advisors, LLC 2.18% 544,378 $17.9M
5 Creative Financial Designs Inc /Adv 1.90% 1,213,511 $39.9M
6 OneAscent Financial Services LLC 1.64% 1,046,436 $34.4M
7 Sound Financial Strategies Group, LLC 1.07% 51,323 $1.7M
8 Strategic Equity Management 0.91% 82,380 $2.7M
9 Moneywise, INC. 0.77% 62,607 $2.1M
10 PAX Financial Group, LLC 0.67% 137,699 $4.5M
11 SageOak Financial, LLC 0.64% 30,128 $990K
12 LVZ, Inc. 0.51% 152,464 $5.0M
13 OneAscent Family Office, LLC 0.43% 26,166 $860K
14 Values First Advisors, Inc. 0.43% 23,021 $941K
15 Summit Wealth Group LLC / Co 0.22% 80,829 $2.7M
16 Carlson Financial, INC. 0.18% 11,824 $314K
17 Schwallier Wealth Management LLC 0.17% 8,212 $270K
18 Clarity Asset Management, Inc. 0.17% 10,402 $342K
19 Tulsa Wealth Advisors, INC 0.14% 29,913 $983K
20 Plan A Wealth LLC 0.11% 7,583 $249K
21 First Heartland Consultants, Inc. 0.10% 48,116 $1.6M
22 Discipline Wealth Solutions, LLC 0.07% 22,952 $754K
23 Security Financial Services, INC. 0.05% 11,622 $382K
24 EverSource Wealth Advisors, LLC 0.05% 46,463 $1.5M
25 Cascades Capital Asset Management, LLC 0.04% 3,400 $112K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ELCV 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 ELCV?

More buyers than sellers — 73% buying: Last quarter: 47 funds were net buyers (16 opened a brand new position + 31 added to an existing one). Only 17 were sellers (15 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ELCV holders?

Smaller funds dominant — 12% AUM from top-100: 6 of 65 holders rank in the top 100 by AUM, but together hold only 12% 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 — 32% 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.

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