Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (IDUB)

44 + 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
↑ +4
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — IDUB

Based on 45 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 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
45 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 — +45% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+45% 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

28 buying19 selling
Last quarter: 28 funds were net buyers (12 opened a brand new position + 16 added to an existing one). Only 19 were sellers (11 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

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

Mixed — 33% long-term, 31% new

■ 33% conviction (2yr+) ■ 36% medium ■ 31% new
Of the 45 current holders: 15 (33%) held >2 years, 16 held 1–2 years, and 14 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

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

Mixed cohorts — 33% veterans, 38% new entrants

■ 33% veterans ■ 29% 1-2yr ■ 38% new
Of 45 current holders: 15 (33%) held 2+ years, 13 held 1–2 years, 17 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
5 of 45 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 Q1, 28 hedge funds were net buyers of IDUB (12 opened a new position, 16 added to an existing one), while 19 reduced or exited (11 trimmed, 8 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 45.

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

-- --

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

Is It Too Late to Buy ETF Ser Solutions (IDUB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IDUB 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 · 78d ago
IDUB
+14.6%
SPY
+15.9%

IDUB outperformed SPY by -1.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
IDUB
+5.1%
SPY
+2.0%

Since the filing became public, IDUB outperformed SPY by +3.1% .

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.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: IDUB
44 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 44 41 7.32%
13F Shares 21M 17M 24.39%
Total Value $512M $432M 18.46%
New Positions 11 9 +2
Increased Positions 16 20 -4
Closed Positions 8 3 +5
Reduced Positions 11 8 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDUB

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Financial Highlights

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Institutional Holders (2026 Q1)

44 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 6th Street Advisors, LLC 8.79% 566,369 $14.0M
2 Second Line Capital, LLC 7.04% 1,389,518 $37.2M
3 Park Place Capital Corp 5.41% 1,094,649 $27.0M
4 SWS Partners 3.32% 546,125 $13.5M
5 MBE Wealth Management, LLC 3.30% 322,521 $8.0M
6 Renasant Bank 3.14% 179,639 $4.4M
7 Cushing Capital Partners, LLC 2.12% 111,715 $2.8M
8 Waterloo Capital, L.P. 1.69% 973,021 $24.0M
9 Lord & Richards Wealth Management, LLC 1.48% 68,491 $1.7M
10 Aptus Capital Advisors, LLC 1.42% 7,347,676 $181.3M
11 One Plus One Wealth Management, LLC 1.31% 125,607 $3.1M
12 Maripau Wealth Management LLC 1.01% 92,785 $2.3M
13 Integrated Wealth Concepts LLC 0.89% 4,521,406 $111.5M
14 Second Half Financial Partners, LLC 0.80% 72,395 $1.8M
15 Signal Advisors Wealth, LLC 0.59% 347,866 $8.6M
16 John W. Brooker & Co., CPAs 0.56% 14,338 $354K
17 Silver Oak Securities, Incorporated 0.48% 265,477 $6.5M
18 Town Capital LLC 0.37% 18,358 $453K
19 Regal Investment Advisors LLC 0.18% 128,969 $3.2M
20 Financial Guidance Group, Inc. 0.16% 15,906 $392K
21 Talon Private Wealth, LLC 0.10% 31,361 $774K
22 Independent Advisor Alliance 0.08% 294,489 $7.3M
23 Prime Capital Investment Advisors, LLC 0.05% 184,920 $4.6M
24 XY Planning Network, Inc. 0.04% 9,727 $245K
25 Atria Investments, Inc 0.02% 89,922 $2.2M
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 — 2 quarters in a row: For 2 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 — 60% buying: Last quarter: 28 funds were net buyers (12 opened a brand new position + 16 added to an existing one). Only 19 were sellers (11 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDUB holders?

Smaller funds dominant — 8% AUM from top-100: 5 of 45 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IDUB?

Mixed — 33% long-term, 31% new: Of the 45 current holders: 15 (33%) held >2 years, 16 held 1–2 years, and 14 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.

Is it too late to buy ETF Ser Solutions (IDUB) following the 2026 Q1 hedge fund 13F filings?

As of today, IDUB has moved +5.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +3.1%. Since the quarter end (March 31, 2026), IDUB has gained +14.6% vs +15.9% 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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