Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Listed Fds Tr (MAGS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +39
Streak
11Q ▲
Buyers last Q
57%

Smart Money Signals — MAGS

Based on 284 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added MAGS 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
284 hedge funds hold MAGS 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 — +51% more funds vs a year ago

fund count last 6Q
+96 new funds entered over the past year (+51% 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.
🟡

Slight buying edge — 57% buying

158 buying121 selling
Last quarter: 158 funds bought or added vs 121 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new MAGS position: 56 → 50 → 53 → 75. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 39% entered in last year

■ 14% conviction (2yr+) ■ 46% medium ■ 39% new
Only 41 funds (14%) 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.
💰

Value +54% but shares only +2% — price-driven

Value
+53%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +54%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

58 → 56 → 50 → 53 → 75 new funds/Q
New funds entering each quarter: 56 → 50 → 53 → 75. A growing number of institutions are discovering MAGS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 55% of holders entered in last year

■ 11% veterans ■ 34% 1-2yr ■ 55% new
Of 298 current holders: 163 (55%) entered in the past year, only 33 (11%) 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 — 17% AUM from top-100

17% from top-100 AUM funds
20 of 268 holders rank in the top 100 by AUM, but together hold only 17% 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 — MAGS

In 2026 Q2, 158 hedge funds were net buyers of MAGS (75 opened a new position, 83 added to an existing one), while 121 reduced or exited (85 trimmed, 36 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +39 funds (more new holders than closures). Total institutional holders: 284.

Hedge Fund Ownership: MAGS

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

Market Analysis: MAGS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MAGS

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 5 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: MAGS
268 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 268 245 9.39%
13F Shares 33M 33M 2.39%
Total Value $1.98B $1.29B 53.9%
New Positions 75 53 +22
Increased Positions 81 84 -3
Closed Positions 36 48 -12
Reduced Positions 83 70 +13
Total Calls 19 4 375.0%
Total Puts 11 4 175.0%
PUT/CALL Ratio 0.58 1.0 Bullish

Statistics: MAGS

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Institutional Holders (2026 Q2)

268 + investors

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

QUARTER:
Top 25 MAGS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vista Finance, LLC 16.25% 452,160 $29.1M
2 Presper Financial Architects, LLC 11.41% 340,161 $21.9M
3 J.Safra Asset Management Corp 4.57% 1,541,741 $99.1M
4 Regatta Research & Money Management 3.56% 58,552 $3.8M
5 Cooper Capital Advisors LLC 3.32% 119,096 $7.7M
6 Signature Estate & Investment Advisors LLC 3.24% 2,800,625 $180.1M
7 IMZ Advisory Inc 3.16% 154,990 $10.0M
8 Quaker Wealth Management, LLC 2.34% 125,119 $8.0M
9 Estate Planners Group, LLC 2.19% 75,459 $4.9M
10 Lee Johnson Capital Management, LLC 2.04% 101,392 $6.5M
11 Money Concepts Capital Corp 2.02% 678,103 $43.6M
12 Turn8 Private Wealth Inc. 1.89% 43,000 $2.8M
13 Horizon Investments, LLC 1.79% 2,535,713 $163.0M
14 Genesee Capital Advisors, LLC 1.65% 81,468 $5.2M
15 BTG Pactual Asset Management US LLC 1.47% 367,500 $23.6M
16 Vienna Asset Management LLC 1.46% 32,375 $2.1M
17 Capital Advisor Network LLC 1.24% 15,418 $991K
18 Legacies Wealth LLC 1.13% 32,208 $2.1M
19 LaSalle St. Investment Advisors, LLC 1.12% 142,809 $9.2M
20 Exchange Traded Concepts, LLC 0.96% 3,274,460 $210.5M
21 Twelve Points Wealth Management LLC 0.87% 67,860 $4.4M
22 Paragon Private Wealth Management, LLC 0.83% 49,459 $3.2M
23 Cooksen Wealth, LLC 0.73% 18,135 $1.2M
24 Phoenix Financial Ltd. 0.71% 1,627,000 $104.6M
25 Comprehensive Financial Planning, Inc./PA 0.71% 20,820 $1.3M
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 — Listed Fds Tr (MAGS)

What does the Smart Money Trend signal show for MAGS?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added MAGS 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 MAGS?

Slight buying edge — 57% buying: Last quarter: 158 funds bought or added vs 121 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MAGS holders?

Smaller funds dominant — 17% AUM from top-100: 20 of 268 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MAGS?

Mostly new holders — 39% entered in last year: Only 41 funds (14%) 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.

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