Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alps ETF Tr (IDOG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
3Q ▲
Buyers last Q
66%

Smart Money Signals — IDOG

Based on 78 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 IDOG 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
78 hedge funds hold IDOG 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 — +24% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+24% 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 — 66% buying

45 buying23 selling
Last quarter: 45 funds were net buyers (13 opened a brand new position + 32 added to an existing one). Only 23 were sellers (16 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 12 → 9 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 26% medium ■ 19% new
43 out of 78 hedge funds have held IDOG 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

8 → 7 → 12 → 9 → 13 new funds/Q
New funds entering each quarter: 7 → 12 → 9 → 13. A growing number of institutions are discovering IDOG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 56% veterans vs 26% newcomers

■ 56% veterans ■ 18% 1-2yr ■ 26% new
Entry-cohort mix of 78 holders: 44 (56%) are 2+ year veterans, 14 entered 1–2 years ago, and 20 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
16 of 78 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in IDOG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — IDOG

In 2026 Q2, 45 hedge funds were net buyers of IDOG (13 opened a new position, 32 added to an existing one), while 23 reduced or exited (16 trimmed, 7 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in IDOG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 78.

Hedge Fund Ownership: IDOG

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

Market Analysis: IDOG

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDOG

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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.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: IDOG
77 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 77 72 6.94%
13F Shares 8M 8M 3.33%
Total Value $335M $328M 1.89%
New Positions 13 9 +4
Increased Positions 32 28 +4
Closed Positions 8 6 +2
Reduced Positions 16 20 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDOG

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Institutional Holders (2026 Q2)

77 + investors

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

QUARTER:
Top 25 IDOG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Del-Sette Capital Management, LLC 10.84% 450,638 $18.6M
2 Tenzing Financial LLC 3.59% 125,047 $5.2M
3 American Alpha Advisors, LLC 3.34% 149,954 $6.2M
4 Brady Martz Wealth Solutions, LLC 2.12% 340,690 $14.0M
5 Payne Capital LLC 2.04% 59,572 $2.5M
6 ForthRight Wealth Management, LLC 1.34% 127,526 $5.3M
7 Avantax Planning Partners, Inc. 0.95% 929,340 $38.3M
8 Genesee Capital Advisors, LLC 0.84% 64,520 $2.7M
9 Cahill Financial Advisors Inc 0.26% 65,597 $2.7M
10 Mgo One Seven LLC 0.22% 322,431 $13.3M
11 Fermata Advisors, LLC 0.21% 25,630 $1.1M
12 Friday Financial 0.13% 11,444 $476K
13 Focus Partners Advisor Solutions, LLC 0.12% 352,141 $14.5M
14 Kingsview Wealth Management, LLC 0.10% 199,101 $8.2M
15 Advisors Preferred, LLC 0.09% 13,598 $564K
16 Heritage Wealth Management, Inc. 0.07% 7,251 $299K
17 Strategic Advocates LLC 0.05% 342 $14K
18 Cetera Investment Advisers 0.03% 879,240 $36.2M
19 Stratos Investment Management, LLC 0.03% 20,921 $862K
20 Thurston, Springer, Miller, Herd & Titak, INC. 0.03% 1,822 $75K
21 Basepoint Wealth LLC 0.02% 968 $40K
22 Alps Advisors Inc 0.02% 97,965 $4.0M
23 Regal Investment Advisors LLC 0.02% 8,795 $362K
24 Fulton Bank, N.A. 0.02% 13,833 $570K
25 Tocqueville Asset Management L.P. 0.01% 24,470 $1.0M
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 — Alps ETF Tr (IDOG)

What does the Smart Money Trend signal show for IDOG?

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

More buyers than sellers — 66% buying: Last quarter: 45 funds were net buyers (13 opened a brand new position + 32 added to an existing one). Only 23 were sellers (16 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDOG holders?

Elite ownership — 41% AUM from top-100 funds: 16 of 78 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in IDOG. 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 IDOG?

55% of holders stayed for 2+ years: 43 out of 78 hedge funds have held IDOG 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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