Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF SER SOLUTIONS (IDUB)

37 + 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
↑ +5
Streak
3Q ▲
Buyers last Q
72%

Smart Money Signals — IDUB

Based on 37 hedge funds · latest filing: 2025 Q4 · 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
37 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 — +28% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+28% 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 — 72% buying

26 buying10 selling
Last quarter: 26 funds were net buyers (8 opened a brand new position + 18 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 8 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 32% new

■ 38% conviction (2yr+) ■ 30% medium ■ 32% new
Of the 37 current holders: 14 (38%) held >2 years, 11 held 1–2 years, and 12 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.
➡️

Steady discovery — ~8 new funds/quarter

5 → 6 → 8 → 6 → 8 new funds/Q
New funds entering each quarter: 6 → 8 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 32% veterans, 35% new entrants

■ 32% veterans ■ 32% 1-2yr ■ 35% new
Of 37 current holders: 12 (32%) held 2+ years, 12 held 1–2 years, 13 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
3 of 37 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: IDUB
2026 Q1 Stats Unlock in 19 days 37 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 37 32 15.62%
13F Shares 16M 17M -1.56%
Total Value $427M $391M 9.28%
New Positions 8 6 +2
Increased Positions 18 17 +1
Closed Positions 3 5 -2
Reduced Positions 7 7 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDUB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

37 + investors

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

Top 18 institutional holders of IDUB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Park Place Capital Corp 5.41% 1,094,649 $27.0M
2 SWS Partners 3.32% 546,125 $13.5M
3 MBE Wealth Management, LLC 3.30% 322,521 $8.0M
4 Renasant Bank 3.14% 179,639 $4.4M
5 Cushing Capital Partners, LLC 2.12% 111,715 $2.8M
6 Lord & Richards Wealth Management, LLC 1.48% 68,491 $1.7M
7 ONE PLUS ONE WEALTH MANAGEMENT, LLC 1.31% 125,607 $3.1M
8 Signal Advisors Wealth, LLC 0.59% 347,866 $8.6M
9 John W. Brooker & Co., CPAs 0.56% 14,338 $354K
10 SILVER OAK SECURITIES, INCORPORATED 0.48% 265,477 $6.5M
11 Financial Guidance Group, Inc. 0.16% 15,906 $392K
12 XY Planning Network, Inc. 0.04% 9,727 $245K
13 RFG Advisory, LLC 0.02% 47,681 $1.2M
14 MORRIS FINANCIAL CONCEPTS, INC. 0.01% 1,380 $34K
15 WHITTIER TRUST CO 0.00% 4,794 $120K
16 Farther Finance Advisors, LLC 0.00% 3,829 $97K
17 SIGNATUREFD, LLC 0.00% 432 $11K
18 CoreCap Advisors, LLC 0.00% 102 $3K
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 — 72% buying: Last quarter: 26 funds were net buyers (8 opened a brand new position + 18 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDUB holders?

Smaller funds dominant — 0% AUM from top-100: 3 of 37 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IDUB?

Mixed — 38% long-term, 32% new: Of the 37 current holders: 14 (38%) held >2 years, 11 held 1–2 years, and 12 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.