Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (IGLD)

113 + Investors. Track Smart Money conviction in IGLD. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
3Q ▲
Buyers last Q
77%

Smart Money Signals — IGLD

Based on 113 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 IGLD 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
113 hedge funds hold IGLD 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 — +79% more funds vs a year ago

fund count last 6Q
+50 new funds entered over the past year (+79% 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 — 77% buying

86 buying26 selling
Last quarter: 86 funds were net buyers (28 opened a brand new position + 58 added to an existing one). Only 26 were sellers (20 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 9 → 28 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 43% new

30% conviction (2yr+) 27% medium 43% new
Of the 113 current holders: 34 (30%) held >2 years, 30 held 1–2 years, and 49 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.
🚀

Acceleration phase — new buyers rushing in

14 → 6 → 9 → 28 → 28 new funds/Q
New funds entering each quarter: 6 → 9 → 28 → 28. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 34% veterans, 50% new entrants

34% veterans 16% 1-2yr 50% new
Of 113 current holders: 38 (34%) held 2+ years, 18 held 1–2 years, 57 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
6 of 113 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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.

Hedge Fund Ownership: IGLD

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

Market Analysis: IGLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGLD

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

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 3 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: IGLD
2026 Q1 Stats Unlock in 18 days 113 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 113 91 24.18%
13F Shares 12M 9M 29.65%
Total Value $307M $224M 36.73%
New Positions 28 28 -
Increased Positions 58 36 +22
Closed Positions 6 6 -
Reduced Positions 20 20 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGLD

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

113 + investors

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

Top 25 institutional holders of IGLD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HFG Wealth Management, LLC 5.86% 416,956 $10.6M
2 RiverTree Advisors, LLC 1.82% 112,491 $2.9M
3 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1.58% 111,268 $2.8M
4 Thrive Capital Management, LLC 1.58% 281,595 $7.2M
5 CORRADO ADVISORS, LLC 1.13% 84,920 $2.2M
6 XML Financial, LLC 0.64% 308,983 $7.9M
7 Walser Wealth Management Company, A Ltd Liability Co 0.51% 44,163 $1.1M
8 QP WEALTH MANAGEMENT, LLC 0.50% 11,432 $292K
9 NORTHCAPE WEALTH MANAGEMENT, LLC 0.31% 44,267 $1.1M
10 BOS Asset Management, LLC 0.29% 43,720 $1.1M
11 Cherry Creek Investment Advisors, Inc. 0.28% 24,811 $633K
12 COLUMBIA ADVISORY PARTNERS LLC 0.21% 12,627 $322K
13 Independent Wealth Network Inc. 0.18% 23,918 $611K
14 Horizon Advisory Services, Inc. 0.17% 12,657 $323K
15 STEINBERGANNA WEALTH MANAGEMENT 0.11% 8,819 $225K
16 G&S Capital LLC 0.10% 11,166 $285K
17 Encompass More Asset Management 0.10% 23,140 $591K
18 Cambridge Advisors Inc. 0.09% 17,349 $443K
19 Clear Creek Financial Management, LLC 0.08% 40,343 $1.0M
20 Kestra Advisory Services, LLC 0.07% 750,951 $19.2M
21 KINGSWOOD WEALTH ADVISORS, LLC 0.07% 53,657 $1.4M
22 CARY STREET PARTNERS FINANCIAL LLC 0.06% 102,123 $2.6M
23 Balboa Wealth Partners 0.06% 13,955 $356K
24 GREENWOOD CAPITAL ASSOCIATES LLC 0.06% 20,336 $519K
25 180 WEALTH ADVISORS, LLC 0.05% 17,304 $442K
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 — FIRST TR EXCHANGE-TRADED FD (IGLD)

What does the Smart Money Trend signal show for IGLD?

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

More buyers than sellers — 77% buying: Last quarter: 86 funds were net buyers (28 opened a brand new position + 58 added to an existing one). Only 26 were sellers (20 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGLD holders?

Strong quality — 23% AUM from major funds: 6 of 113 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IGLD?

Mixed — 30% long-term, 43% new: Of the 113 current holders: 34 (30%) held >2 years, 30 held 1–2 years, and 49 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.