Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Proshares Tr (EQRR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
3Q ▲
Buyers last Q
69%

Smart Money Signals — EQRR

Based on 27 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EQRR 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
27 hedge funds hold EQRR 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 — +93% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+93% 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 — 69% buying

20 buying9 selling
Last quarter: 20 funds were net buyers (14 opened a brand new position + 6 added to an existing one). Only 9 were sellers (3 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new EQRR position: 1 → 4 → 8 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 11% medium ■ 37% new
14 out of 27 hedge funds have held EQRR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

2 → 1 → 4 → 8 → 14 new funds/Q
New funds entering each quarter: 1 → 4 → 8 → 14. A growing number of institutions are discovering EQRR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 33% newcomers

■ 67% veterans ■ 0% 1-2yr ■ 33% new
Entry-cohort mix of 27 holders: 18 (67%) are 2+ year veterans, 0 entered 1–2 years ago, and 9 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
10 of 27 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in EQRR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 — EQRR

In 2026 Q2, 20 hedge funds were net buyers of EQRR (14 opened a new position, 6 added to an existing one), while 9 reduced or exited (3 trimmed, 6 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in EQRR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 27.

Hedge Fund Ownership: EQRR

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

Market Analysis: EQRR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EQRR

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: EQRR
2026 Q3 Stats Unlock in 39 days 27 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 27 19 42.11%
13F Shares 222K 203K 9.12%
Total Value $17M $14M 22.08%
New Positions 14 8 +6
Increased Positions 6 4 +2
Closed Positions 6 6 -
Reduced Positions 3 3 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EQRR

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Institutional Holders (2026 Q2)

27 + investors

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

QUARTER:
Top 25 EQRR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Optivise Advisory Services LLC 0.10% 2,465 $201K
2 KPP Advisory Services LLC 0.10% 9,597 $784K
3 Money Concepts Capital Corp 0.02% 4,205 $343K
4 Stratos Wealth Advisors, LLC 0.01% 2,674 $218K
5 Independent Financial Group, LLC 0.01% 7,643 $624K
6 Simplicity Wealth,LLC 0.01% 3,257 $266K
7 Farther Finance Advisors, LLC 0.00% 4,377 $358K
8 International Assets Investment Management, LLC 0.00% 475 $38K
9 Hrt Financial LP 0.00% 7,829 $639K
10 Raymond James Financial Inc 0.00% 43,770 $3.6M
11 Cetera Investment Advisers 0.00% 11,709 $956K
12 Steward Partners Investment Advisory, LLC 0.00% 1,417 $116K
13 Lanark Financial, INC. 0.00% 104 $9K
14 Royal Bank of Canada 0.00% 36,536 $3.0M
15 LPL Financial LLC 0.00% 16,477 $1.3M
16 IFP Advisors, Inc 0.00% 203 $17K
17 Citadel Advisors LLC 0.00% 16,810 $1.4M
18 Envestnet Asset Management Inc 0.00% 6,367 $520K
19 Goldman Sachs Group Inc 0.00% 11,769 $961K
20 Susquehanna International Group, LLP 0.00% 11,809 $965K
21 UBS Group AG 0.00% 1,532 $125K
22 Jpmorgan Chase & Co 0.00% 1,393 $113K
23 Osaic Holdings, INC. 0.00% 63 $5K
24 Fmr LLC 0.00% 288 $24K
25 Morgan Stanley 0.00% 101 $8K
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 — Proshares Tr (EQRR)

What does the Smart Money Trend signal show for EQRR?

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

More buyers than sellers — 69% buying: Last quarter: 20 funds were net buyers (14 opened a brand new position + 6 added to an existing one). Only 9 were sellers (3 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EQRR holders?

Elite ownership — 45% AUM from top-100 funds: 10 of 27 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in EQRR. 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 EQRR?

52% of holders stayed for 2+ years: 14 out of 27 hedge funds have held EQRR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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