Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF SER SOLUTIONS (JEDI)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
83%

Smart Money Signals — JEDI

Based on 6 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds added JEDI 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
6 hedge funds hold JEDI right now — the highest count in 0.5 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.
🟢

More buyers than sellers — 83% buying

5 buying1 selling
Last quarter: 5 funds were net buyers (5 opened a brand new position + 0 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
🔄

Mostly new holders — 100% entered in last year

0% conviction (2yr+) 0% medium 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +395%, value +360%

Value
+359%
Shares
+395%
Last quarter: funds added +395% more shares while total portfolio value only changed +360%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🌱

Early stage — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 6 current holders: 6 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
3 of 6 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — JEDI

In 2025 Q4, 5 hedge funds were net buyers of JEDI (5 opened a brand-new position), while 1 reduced or exited (1 trimmed their position) — a 83% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 6.

Hedge Fund Ownership: JEDI

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

Market Analysis: JEDI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JEDI

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: JEDI
2026 Q1 Stats Unlock in 3 days 6 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 6 1 500.0%
13F Shares 188K 38K 395.02%
Total Value $5M $995K 359.74%
New Positions 5 1 +4
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 1 0 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JEDI

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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) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

6 + investors

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

QUARTER:
Top 25 institutional holders of JEDI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bright Futures Wealth Management, LLC. 0.34% 19,571 $501K
2 Vienna Asset Management LLC 0.30% 15,343 $392K
3 Williams Jones Wealth Management, LLC. 0.11% 340,150 $8.7M
4 Insight Advisors, LLC/ PA 0.09% 18,075 $462K
5 MONETARY MANAGEMENT GROUP INC 0.06% 10,000 $256K
6 Advyzon Investment Management, LLC 0.02% 10,223 $262K
7 Advisory Services Network, LLC 0.02% 67,194 $1.7M
8 Noble Wealth Management PBC 0.02% 1,525 $39K
9 Orion Porfolio Solutions, LLC 0.00% 15,687 $401K
10 Cambridge Investment Research Advisors, Inc. 0.00% 34,510
11 HighMark Wealth Management LLC 0.00% 200 $5K
12 High Note Wealth, LLC 0.00% 400 $10K
13 HRT FINANCIAL LP 0.00% 17,488 $447K
14 Signature Resources Capital Management, LLC 0.00% 49 $1K
15 CAPTRUST FINANCIAL ADVISORS 0.00% 8,100 $207K
16 OSAIC HOLDINGS, INC. 0.00% 7,125 $182K
17 JANE STREET GROUP, LLC 0.00% 69,534 $1.8M
18 HARBOUR INVESTMENTS, INC. 0.00% 290 $7K
19 Parallel Advisors, LLC 0.00% 150 $4K
20 CITADEL ADVISORS LLC 0.00% 13,548 $347K
21 Rockefeller Capital Management L.P. 0.00% 500 $13K
22 PNC FINANCIAL SERVICES GROUP, INC. 0.00% 1,000 $26K
23 CWM, LLC 0.00% 186 $5K
24 Allworth Financial LP 0.00% 66 $2K
25 UBS Group AG 0.00% 225 $6K
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 (JEDI)

What does the Smart Money Trend signal show for JEDI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JEDI 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 JEDI?

More buyers than sellers — 83% buying: Last quarter: 5 funds were net buyers (5 opened a brand new position + 0 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JEDI holders?

Smaller funds dominant — 15% AUM from top-100: 3 of 6 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JEDI?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.