Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alps ETF Tr (IDOG)

72 + 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
↑ +4
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — IDOG

Based on 72 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
72 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 — +26% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+26% 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 — 60% buying

37 buying25 selling
Last quarter: 37 funds were net buyers (9 opened a brand new position + 28 added to an existing one). Only 25 were sellers (20 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

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

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 22% medium ■ 24% new
39 out of 72 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.
➡️

Steady discovery — ~9 new funds/quarter

2 → 7 → 7 → 12 → 9 new funds/Q
New funds entering each quarter: 7 → 7 → 12 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 22% newcomers

■ 54% veterans ■ 24% 1-2yr ■ 22% new
Entry-cohort mix of 72 holders: 39 (54%) are 2+ year veterans, 17 entered 1–2 years ago, and 16 (22%) 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
15 of 72 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q1, 37 hedge funds were net buyers of IDOG (9 opened a new position, 28 added to an existing one), while 25 reduced or exited (20 trimmed, 5 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum 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: +4 funds (more new holders than closures). Total institutional holders: 72.

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

-- --

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

Is It Too Late to Buy Alps ETF Tr (IDOG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IDOG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
IDOG
-0.1%
SPY
+15.1%

IDOG outperformed SPY by -15.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
IDOG
-2.8%
SPY
+1.3%

Since the filing became public, IDOG outperformed SPY by -4.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 4 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: IDOG
72 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 72 68 5.88%
13F Shares 8M 7M 7.48%
Total Value $328M $284M 15.63%
New Positions 9 12 -3
Increased Positions 28 23 +5
Closed Positions 5 6 -1
Reduced Positions 20 17 +3
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)

72 + 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 Q1 · 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 American Alpha Advisors, LLC 2.98% 134,391 $5.6M
4 Brady Martz Wealth Solutions, LLC 2.43% 341,713 $14.2M
5 Payne Capital LLC 2.28% 59,510 $2.5M
6 ForthRight Wealth Management, LLC 1.61% 136,298 $5.7M
7 Genesee Capital Advisors, LLC 1.12% 64,244 $2.7M
8 Avantax Planning Partners, Inc. 1.07% 937,466 $39.0M
9 Cahill Financial Advisors Inc 0.29% 64,827 $2.7M
10 Fermata Advisors, LLC 0.25% 26,188 $1.1M
11 Mgo One Seven LLC 0.23% 278,513 $11.6M
12 Friday Financial 0.16% 11,444 $477K
13 Heritage Wealth Management, Inc. 0.15% 7,251 $302K
14 Focus Partners Advisor Solutions, LLC 0.15% 353,164 $14.7M
15 Navis Wealth Advisors, LLC 0.13% 6,189 $258K
16 WealthBridge Capital Management, LLC 0.09% 9,365 $390K
17 Strategic Advocates LLC 0.06% 342 $14K
18 Cetera Investment Advisers 0.04% 871,137 $36.3M
19 Stratos Investment Management, LLC 0.03% 19,753 $823K
20 Kestra Private Wealth Services, LLC 0.03% 57,107 $2.4M
21 Thurston, Springer, Miller, Herd & Titak, INC. 0.03% 1,564 $65K
22 Old Mission Capital LLC 0.03% 38,369 $1.6M
23 Basepoint Wealth LLC 0.02% 947 $39K
24 Regal Investment Advisors LLC 0.02% 9,095 $379K
25 Fulton Bank, N.A. 0.02% 13,833 $576K
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 — 2 quarters in a row: For 2 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 — 60% buying: Last quarter: 37 funds were net buyers (9 opened a brand new position + 28 added to an existing one). Only 25 were sellers (20 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: 15 of 72 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?

54% of holders stayed for 2+ years: 39 out of 72 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.

Is it too late to buy Alps ETF Tr (IDOG) following the 2026 Q1 hedge fund 13F filings?

As of today, IDOG has moved -2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -4.1%. Since the quarter end (March 31, 2026), IDOG has gained -0.1% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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