Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (GRID)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +93
Streak
8Q ▲
Buyers last Q
82%

Smart Money Signals — GRID

Based on 436 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added GRID 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
436 hedge funds hold GRID 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 — +60% more funds vs a year ago

fund count last 6Q
+163 new funds entered over the past year (+60% 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 — 82% buying

337 buying74 selling
Last quarter: 337 funds were net buyers (110 opened a brand new position + 227 added to an existing one). Only 74 were sellers (57 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+37 vs last Q)

new funds entering per quarter
Funds opening a new GRID position: 42 → 45 → 73 → 110. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 31% long-term, 36% new

31% conviction (2yr+) 33% medium 36% new
Of the 436 current holders: 137 (31%) held >2 years, 142 held 1–2 years, and 157 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.
💎

Buying through price weakness — shares +37%, value +9%

Value
+8%
Shares
+36%
Last quarter: funds added +37% more shares while total portfolio value only changed +9%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

48 → 42 → 45 → 73 → 110 new funds/Q
New funds entering each quarter: 42 → 45 → 73 → 110. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 39% veterans, 45% new entrants

39% veterans 16% 1-2yr 45% new
Of 438 current holders: 171 (39%) held 2+ years, 71 held 1–2 years, 196 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
16 of 436 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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: GRID

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

Market Analysis: GRID

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GRID

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

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 11 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: GRID
2026 Q1 Stats Unlock in 19 days 438 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 438 347 26.22%
13F Shares 19M 14M 36.74%
Total Value $10.26B $9.44B 8.6%
New Positions 110 73 +37
Increased Positions 232 182 +50
Closed Positions 17 28 -11
Reduced Positions 58 55 +3
Total Calls 2 2 -
Total Puts 1 3 -66.67%
PUT/CALL Ratio 0.5 1.5 Bullish

Statistics: GRID

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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) --
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Income Statement & Cash Flow
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

438 + investors

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

Top 25 institutional holders of GRID — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BFI Infinity Ltd. 6.72% 73,260 $12.0M
2 Waycross Investment Management Co 5.41% 34,633 $5.7M
3 Arlington Financial Advisors, LLC 4.93% 211,491 $34.6M
4 Presidio Capital Management, LLC 4.70% 98,939 $16.2M
5 TRAPHAGEN INVESTMENT ADVISORS LLC 3.71% 280,152 $45.8M
6 WPG Advisers, LLC 3.57% 29,648 $4.8M
7 SOUTHERN CAPITAL SERVICES INC /ADV 2.86% 27,213 $4.5M
8 HMS Capital Management, LLC 2.56% 40,471 $6.6M
9 Wiser Advisor Group LLC 2.51% 12,718 $2.1M
10 Hutchens & Kramer Investment Management Group, LLC 2.45% 47,417 $7.8M
11 Journey Beyond Wealth, LLC 2.40% 17,099 $2.8M
12 WESPAC Advisors SoCal, LLC 2.34% 67,149 $11.0M
13 Ameliora Wealth Management Ltd. 2.32% 44,520 $7.3M
14 Arch Global Advisors, LLC 2.01% 23,558 $3.9M
15 Black Swift Group, LLC 1.85% 64,712 $10.6M
16 Ferguson Shapiro LLC 1.85% 37,076 $6.1M
17 Stegent Equity Advisors, Inc. 1.76% 12,640 $2.1M
18 Richard P Slaughter Associates Inc 1.71% 48,360 $7.9M
19 Owen LaRue, LLC 1.64% 26,079 $4.3M
20 Crumly & Associates Inc. 1.61% 46,975 $7.7M
21 TCFG WEALTH MANAGEMENT, LLC 1.55% 25,351 $4.1M
22 PCG Wealth Advisors, LLC 1.50% 36,256 $5.9M
23 WealthBridge Capital Management, LLC 1.44% 38,270 $6.3M
24 Deane Retirement Strategies, Inc. 1.39% 21,203 $3.5M
25 American Institute for Advanced Investment Management, LLP 1.37% 17,379 $2.1M
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 — FIRST TR EXCHANGE-TRADED FD (GRID)

What does the Smart Money Trend signal show for GRID?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added GRID 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 GRID?

More buyers than sellers — 82% buying: Last quarter: 337 funds were net buyers (110 opened a brand new position + 227 added to an existing one). Only 74 were sellers (57 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GRID holders?

Smaller funds dominant — 15% AUM from top-100: 16 of 436 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GRID?

Mixed — 31% long-term, 36% new: Of the 436 current holders: 137 (31%) held >2 years, 142 held 1–2 years, and 157 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.

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.