Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (IDUB)

50 + Investors. Track Smart Money conviction in IDUB. 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 — IDUB

Based on 51 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 IDUB 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
51 hedge funds hold IDUB 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 — +42% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+42% 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

33 buying17 selling
Last quarter: 33 funds were net buyers (11 opened a brand new position + 22 added to an existing one). Only 17 were sellers (12 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 9 → 12 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 37% new

■ 37% conviction (2yr+) ■ 25% medium ■ 37% new
Of the 51 current holders: 19 (37%) held >2 years, 13 held 1–2 years, and 19 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.
📈

Growing discovery — still being found

10 → 6 → 9 → 12 → 11 new funds/Q
New funds entering each quarter: 6 → 9 → 12 → 11. A growing number of institutions are discovering IDUB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 43% new entrants

■ 37% veterans ■ 20% 1-2yr ■ 43% new
Of 51 current holders: 19 (37%) held 2+ years, 10 held 1–2 years, 22 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
5 of 51 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — IDUB

In 2026 Q2, 33 hedge funds were net buyers of IDUB (11 opened a new position, 22 added to an existing one), while 17 reduced or exited (12 trimmed, 5 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 51.

Hedge Fund Ownership: IDUB

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

Market Analysis: IDUB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDUB

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 3 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: IDUB
50 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 50 45 11.11%
13F Shares 24M 21M 17.8%
Total Value $669M $512M 30.51%
New Positions 11 12 -1
Increased Positions 22 16 +6
Closed Positions 6 9 -3
Reduced Positions 11 11 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDUB

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Beta (5Y Monthly) --
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Financial Highlights

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Institutional Holders (2026 Q2)

50 + investors

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

QUARTER:
Top 25 IDUB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 6th Street Advisors, LLC 8.96% 567,413 $15.6M
2 Second Line Capital, LLC 7.26% 1,417,892 $39.0M
3 Park Place Capital Corp 4.91% 1,124,772 $30.9M
4 Renasant Bank 3.26% 184,541 $5.1M
5 SWS Partners 3.18% 535,902 $14.7M
6 MBE Wealth Management, LLC 3.12% 322,545 $8.9M
7 Cushing Capital Partners, LLC 2.24% 118,389 $3.3M
8 Tailwinds Wealth, LLC 1.55% 95,619 $2.6M
9 Lord & Richards Wealth Management, LLC 1.54% 71,657 $2.0M
10 Waterloo Capital, L.P. 1.47% 952,040 $26.2M
11 Aptus Capital Advisors, LLC 1.43% 7,599,472 $208.9M
12 One Plus One Wealth Management, LLC 1.42% 119,586 $3.3M
13 Integrated Wealth Concepts LLC 1.02% 7,640,540 $210.0M
14 Maripau Wealth Management LLC 0.99% 101,148 $2.8M
15 Second Half Financial Partners, LLC 0.78% 69,594 $1.9M
16 John W. Brooker & Co., CPAs 0.78% 23,395 $643K
17 Signal Advisors Wealth, LLC 0.62% 443,080 $12.2M
18 Silver Oak Securities, Incorporated 0.46% 276,649 $7.6M
19 Capital Investment Advisory Services, LLC 0.29% 168,701 $4.6M
20 Regal Investment Advisors LLC 0.18% 129,318 $3.6M
21 Financial Guidance Group, Inc. 0.16% 15,906 $437K
22 Strong Retirement Solutions LLC 0.13% 8,137 $224K
23 Talon Private Wealth, LLC 0.10% 30,075 $827K
24 Independent Advisor Alliance 0.06% 98,614 $2.7M
25 Prime Capital Investment Advisors, LLC 0.06% 213,240 $5.9M
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 — ETF Ser Solutions (IDUB)

What does the Smart Money Trend signal show for IDUB?

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

More buyers than sellers — 66% buying: Last quarter: 33 funds were net buyers (11 opened a brand new position + 22 added to an existing one). Only 17 were sellers (12 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDUB holders?

Smaller funds dominant — 7% AUM from top-100: 5 of 51 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IDUB?

Mixed — 37% long-term, 37% new: Of the 51 current holders: 19 (37%) held >2 years, 13 held 1–2 years, and 19 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.

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