Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ALPS ETF TR (IDOG)

66 + Investors. Track Smart Money conviction in IDOG. 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
↑ +6
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — IDOG

Based on 66 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
66 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.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

33 buying22 selling
Last quarter: 33 funds were net buyers (11 opened a brand new position + 22 added to an existing one). Only 22 were sellers (17 trimmed + 5 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 IDOG position: 2 → 7 → 5 → 11. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 27% medium 20% new
35 out of 66 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 → 2 → 7 → 5 → 11 new funds/Q
New funds entering each quarter: 2 → 7 → 5 → 11. A growing number of institutions are discovering IDOG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 53% of holders stayed 2+ years

53% veterans 20% 1-2yr 27% new
Of 66 current holders: 35 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
12 of 66 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDOG

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 4 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: IDOG
2026 Q1 Stats Unlock in 16 days 66 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 66 60 10.0%
13F Shares 7M 7M 7.66%
Total Value $282M $242M 16.57%
New Positions 11 5 +6
Increased Positions 22 23 -1
Closed Positions 5 6 -1
Reduced Positions 17 18 -1
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 Q1)

66 + investors

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

Top 25 institutional holders of IDOG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Del-Sette Capital Management, LLC 11.16% 447,895 $18.7M
2 Tenzing Financial LLC 4.07% 124,668 $5.4M
3 Brady Martz Wealth Solutions, LLC 2.43% 341,713 $14.2M
4 Payne Capital LLC 2.28% 59,510 $2.5M
5 Genesee Capital Advisors, LLC 1.12% 64,244 $2.7M
6 Fermata Advisors, LLC 0.25% 26,188 $1.1M
7 Friday Financial 0.16% 11,444 $477K
8 Heritage Wealth Management, Inc. 0.15% 7,251 $302K
9 WealthBridge Capital Management, LLC 0.09% 9,365 $390K
10 Stratos Investment Management, LLC 0.03% 19,753 $823K
11 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% 57,107 $2.4M
12 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.03% 1,564 $65K
13 FULTON BANK, N.A. 0.02% 13,833 $576K
14 Apollon Wealth Management, LLC 0.01% 18,840 $785K
15 Avior Wealth Management, LLC 0.01% 6,960 $290K
16 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 111,740 $4.7M
17 NBC SECURITIES, INC. 0.00% 1,448 $60K
18 TRUIST FINANCIAL CORP 0.00% 54,904 $2.3M
19 Janney Montgomery Scott LLC 0.00% 22,971
20 Kohmann Bosshard Financial Services, LLC 0.00% 630 $26K
21 Kestra Advisory Services, LLC 0.00% 13,452 $560K
22 Founders Capital Management 0.00% 69 $3K
23 Cambridge Investment Research Advisors, Inc. 0.00% 9,528
24 Private Advisor Group, LLC 0.00% 4,983 $208K
25 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.00% 400 $17K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 60% buying: Last quarter: 33 funds were net buyers (11 opened a brand new position + 22 added to an existing one). Only 22 were sellers (17 trimmed + 5 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: 12 of 66 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?

53% of holders stayed for 2+ years: 35 out of 66 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.