Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (SDIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
6Q ▲
Buyers last Q
66%

Smart Money Signals — SDIV

Based on 117 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added SDIV 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
117 hedge funds hold SDIV 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 — +38% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+38% 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 — 66% buying

77 buying39 selling
Last quarter: 77 funds were net buyers (23 opened a brand new position + 54 added to an existing one). Only 39 were sellers (23 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 16 → 19 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 23% medium ■ 23% new
63 out of 117 hedge funds have held SDIV 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.
➡️

Steady discovery — ~23 new funds/quarter

16 → 25 → 16 → 19 → 23 new funds/Q
New funds entering each quarter: 25 → 16 → 19 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 8% 1-2yr ■ 32% new
Of 120 current holders: 72 (60%) 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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
18 of 117 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SDIV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — SDIV

In 2026 Q1, 77 hedge funds were net buyers of SDIV (23 opened a new position, 54 added to an existing one), while 39 reduced or exited (23 trimmed, 16 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in SDIV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 117.

Hedge Fund Ownership: SDIV

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

Market Analysis: SDIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SDIV

-- --

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

Is It Too Late to Buy Global X Fds (SDIV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SDIV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
SDIV
nan%
SPY
+15.9%

SDIV outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
SDIV
nan%
SPY
+2.0%

Since the filing became public, SDIV outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: SDIV
116 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 116 110 5.45%
13F Shares 7M 8M -10.72%
Total Value $165M $185M -10.99%
New Positions 23 19 +4
Increased Positions 52 49 +3
Closed Positions 17 11 +6
Reduced Positions 23 20 +3
Total Calls 2 2 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: SDIV

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Institutional Holders (2026 Q1)

116 + investors

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

QUARTER:
Top 25 SDIV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Foguth Wealth Management, LLC. 3.71% 1,266,289 $31.8M
2 NFSG Corp 0.57% 137,181 $3.5M
3 Sterling Manor Financial, LLC 0.46% 28,872 $729K
4 C2C Wealth Management, LLC 0.35% 20,898 $408K
5 Strategic Financial Concepts, LLC 0.33% 52,981 $1.3M
6 APS Management Group, Inc. 0.31% 14,523 $367K
7 Resurgent Financial Advisors LLC 0.30% 32,879 $831K
8 Fifth Third Securities, INC. 0.21% 129,816 $3.3M
9 Optima Capital LLC 0.19% 16,242 $410K
10 Kingstone Capital Partners Texas, LLC 0.19% 12,057 $305K
11 Synergy Asset Management, LLC 0.18% 66,739 $1.7M
12 Resolute Capital, LLC 0.14% 14,163 $358K
13 Kingswood Wealth Advisors, LLC 0.14% 116,541 $2.9M
14 Triumph Capital Management 0.14% 26,992 $682K
15 Principal Securities, INC. 0.12% 330,082 $8.3M
16 Goldstone Financial Group, LLC 0.11% 40,588 $1.0M
17 Founders Financial Alliance, LLC 0.10% 22,695 $573K
18 Fortis Group Advisors, LLC 0.09% 21,546 $563K
19 Fiduciary Alliance LLC 0.05% 32,875 $858K
20 Integrity Alliance, LLC. 0.04% 42,084 $1.1M
21 Kovack Advisors, Inc. 0.04% 29,198 $735K
22 KERR FINANCIAL PLANNING Corp 0.03% 1,089 $28K
23 AE Wealth Management LLC 0.03% 240,887 $6.1M
24 SBI Securities Co., Ltd. 0.03% 41,230 $1.0M
25 Ameritas Advisory Services, LLC 0.03% 28,654 $724K
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 (SDIV)

What does the Smart Money Trend signal show for SDIV?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added SDIV 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 SDIV?

More buyers than sellers — 66% buying: Last quarter: 77 funds were net buyers (23 opened a brand new position + 54 added to an existing one). Only 39 were sellers (23 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SDIV holders?

Elite ownership — 43% AUM from top-100 funds: 18 of 117 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SDIV. 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 SDIV?

54% of holders stayed for 2+ years: 63 out of 117 hedge funds have held SDIV 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.

Is it too late to buy Global X Fds (SDIV) following the 2026 Q1 hedge fund 13F filings?

As of today, SDIV has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SDIV has gained nan% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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