Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPROTT ETF TRUST (SGDJ)

64 + Investors. Track Smart Money conviction in SGDJ. 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
↑ +15
Streak
5Q ▲
Buyers last Q
66%

Smart Money Signals — SGDJ

Based on 62 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added SGDJ 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
62 hedge funds hold SGDJ 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 — +114% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+114% 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

37 buying19 selling
Last quarter: 37 funds were net buyers (18 opened a brand new position + 19 added to an existing one). Only 19 were sellers (16 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 6 → 13 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 26% long-term, 40% new

26% conviction (2yr+) 34% medium 40% new
Of the 62 current holders: 16 (26%) held >2 years, 21 held 1–2 years, and 25 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.
💰

Value +42% but shares only +21% — price-driven

Value
+41%
Shares
+20%
Last quarter: the total dollar value of institutional holdings rose +42%, but actual share count only changed +21%. 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.
🚀

Acceleration phase — new buyers rushing in

6 → 8 → 6 → 13 → 18 new funds/Q
New funds entering each quarter: 8 → 6 → 13 → 18. 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 — 38% veterans, 52% new entrants

38% veterans 11% 1-2yr 52% new
Of 64 current holders: 24 (38%) held 2+ years, 7 held 1–2 years, 33 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
7 of 62 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.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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: SGDJ

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

Market Analysis: SGDJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SGDJ

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

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: SGDJ
2026 Q1 Stats Unlock in 17 days 64 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 64 49 30.61%
13F Shares 768K 635K 20.89%
Total Value $65M $46M 41.87%
New Positions 18 13 +5
Increased Positions 22 16 +6
Closed Positions 3 4 -1
Reduced Positions 19 12 +7
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: SGDJ

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

64 + investors

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

Top 21 institutional holders of SGDJ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ONE PLUS ONE WEALTH MANAGEMENT, LLC 2.42% 66,626 $5.7M
2 MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 0.68% 9,022 $777K
3 Holcombe Financial, Inc. 0.55% 10,867 $935K
4 Beirne Wealth Consulting Services, LLC 0.10% 4,000 $344K
5 FNY Investment Advisers, LLC 0.03% 900
6 Willis Johnson & Associates, Inc. 0.02% 3,218 $277K
7 Brookstone Capital Management 0.01% 13,573 $1.2M
8 Essex Financial Services, Inc. 0.01% 2,590 $223K
9 CWA Asset Management Group, LLC 0.01% 2,431 $209K
10 Costello Asset Management, INC 0.01% 200 $17K
11 Cambridge Investment Research Advisors, Inc. 0.01% 24,915 $2K
12 FINANCIAL CONSULATE, INC 0.00% 423 $36K
13 Private Advisor Group, LLC 0.00% 8,274 $712K
14 DAVENPORT & Co LLC 0.00% 4,000 $344K
15 AdvisorNet Financial, Inc 0.00% 280 $24K
16 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 4,000 $353K
17 SIGNATUREFD, LLC 0.00% 521 $45K
18 Farther Finance Advisors, LLC 0.00% 697 $63K
19 Quaker Wealth Management, LLC 0.00% 21 $2K
20 CVA Family Office, LLC 0.00% 29 $2K
21 IFP Advisors, Inc 0.00% 30 $3K
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 — SPROTT ETF TRUST (SGDJ)

What does the Smart Money Trend signal show for SGDJ?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added SGDJ 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 SGDJ?

More buyers than sellers — 66% buying: Last quarter: 37 funds were net buyers (18 opened a brand new position + 19 added to an existing one). Only 19 were sellers (16 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SGDJ holders?

Smaller funds dominant — 15% AUM from top-100: 7 of 62 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 SGDJ?

Mixed — 26% long-term, 40% new: Of the 62 current holders: 16 (26%) held >2 years, 21 held 1–2 years, and 25 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.