Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (MILN)

38 + Investors. Track Smart Money conviction in MILN. 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
↓ -6
Streak
2Q ▼
Buyers last Q
43%

Smart Money Signals — MILN

Based on 38 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MILN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
38 funds currently hold this stock — 84% of the 3.0-year high of 45 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold MILN compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 43% buying

16 buying21 selling
Last quarter: 21 funds reduced or exited vs 16 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 8 → 4 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 24% medium 16% new
23 out of 38 hedge funds have held MILN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +193% but shares only +3% — price-driven

Value
+193%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +193%, but actual share count only changed +3%. 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.
⚠️

Saturation — most institutions already know this story

9 → 6 → 8 → 4 → 4 new funds/Q
New funds entering each quarter: 6 → 8 → 4 → 4. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 8% 1-2yr 26% new
Of 38 current holders: 25 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 94% AUM from top-100 funds

94% from top-100 AUM funds
10 of 38 holders are among the 100 largest funds by AUM, controlling 94% of total institutional value in MILN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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: MILN

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

Market Analysis: MILN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MILN

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

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: MILN
2026 Q1 Stats Unlock in 22 days 38 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 38 44 -13.64%
13F Shares 908K 878K 3.42%
Total Value $127M $43M 193.35%
New Positions 4 4 -
Increased Positions 12 21 -9
Closed Positions 10 5 +5
Reduced Positions 11 9 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MILN

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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) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

38 + investors

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

Top 9 institutional holders of MILN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NORTHBRIDGE FINANCIAL GROUP, LLC 0.14% 7,437 $319K
2 Moran Wealth Management, LLC 0.05% 36,869 $1.5M
3 Stratos Wealth Partners, LTD. 0.01% 12,386 $503K
4 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 753 $31K
5 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 26,793 $1.1M
6 Golden State Wealth Management, LLC 0.00% 202 $8K
7 Steigerwald, Gordon & Koch Inc. 0.00% 206 $8K
8 SBI Securities Co., Ltd. 0.00% 184 $7K
9 DHJJ Financial Advisors, Ltd. 0.00% 2
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 — GLOBAL X FDS (MILN)

What does the Smart Money Trend signal show for MILN?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MILN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MILN?

More sellers than buyers — 43% buying: Last quarter: 21 funds reduced or exited vs 16 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MILN holders?

Elite ownership — 94% AUM from top-100 funds: 10 of 38 holders are among the 100 largest funds by AUM, controlling 94% of total institutional value in MILN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MILN?

61% of holders stayed for 2+ years: 23 out of 38 hedge funds have held MILN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.