Stock Analysis
Data Source: SEC EDGAR 13F
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Sprott ETF Trust (SGDM)

122 + Investors. Track Smart Money conviction in SGDM. 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
↑ +8
Streak
8Q ▲
Buyers last Q
43%

Smart Money Signals — SGDM

Based on 122 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added SGDM 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
122 hedge funds hold SGDM 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 — +63% more funds vs a year ago

fund count last 6Q
+47 new funds entered over the past year (+63% 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 sellers than buyers — 43% buying

45 buying60 selling
Last quarter: 60 funds reduced or exited vs 45 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 — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 26 → 17 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

43% conviction (2yr+) 25% medium 32% new
52 out of 122 hedge funds have held SGDM 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 — ~20 new funds/quarter

13 → 14 → 26 → 17 → 20 new funds/Q
New funds entering each quarter: 14 → 26 → 17 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 49% veterans vs 37% newcomers

49% veterans 14% 1-2yr 37% new
Entry-cohort mix of 126 holders: 62 (49%) are 2+ year veterans, 18 entered 1–2 years ago, and 46 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
14 of 122 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SGDM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — SGDM

In 2026 Q1, 45 hedge funds were net buyers of SGDM (20 opened a new position, 25 added to an existing one), while 60 reduced or exited (48 trimmed, 12 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in SGDM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 122.

Hedge Fund Ownership: SGDM

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

Market Analysis: SGDM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SGDM

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: SGDM
2026 Q2 Stats Unlock in 1 days 122 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 122 114 7.02%
13F Shares 3M 3M -4.81%
Total Value $201M $195M 3.25%
New Positions 20 17 +3
Increased Positions 24 31 -7
Closed Positions 12 10 +2
Reduced Positions 47 37 +10
Total Calls 2 2 -
Total Puts 2 2 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SGDM

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Institutional Holders (2026 Q2)

122 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SGDM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HC Advisors, LLC 1.65% 43,191 $2.7M
2 Asset One Wealth Management LLC 1.55% 239,319 $14.7M
3 Thor Investment Management Inc /Oh/ /Adv 1.20% 55,286 $1.4M
4 Riggs Asset Managment Co. Inc. 0.58% 51,656 $3.2M
5 Auxano Advisors, LLC 0.52% 43,902 $2.8M
6 Ade, LLC 0.51% 19,355 $1.2M
7 Bayshore Capital Advisors, LLC 0.48% 16,400 $1.0M
8 New Harbor Financial Group, LLC 0.30% 30,181 $1.9M
9 Capital Wealth Alliance, LLC 0.19% 6,376 $401K
10 Pekin Hardy Strauss, Inc. 0.17% 31,162 $2.0M
11 Regatta Research & Money Management 0.17% 2,896 $182K
12 Rossby Financial, LCC 0.17% 14,758 $928K
13 Barometer Capital Management INC. 0.16% 9,100 $572K
14 One Plus One Wealth Management, LLC 0.16% 5,769 $363K
15 Sprott INC. 0.13% 63,638 $4.0M
16 Barry Investment Advisors, LLC 0.10% 7,736 $486K
17 Hara Capital LLC 0.10% 3,050 $192K
18 Centurion Wealth Management LLC 0.10% 6,483 $408K
19 180 Wealth Advisors, LLC 0.10% 15,316 $963K
20 Mh & Associates Securities Management Corp /Adv 0.08% 1,458 $92K
21 Meridian Wealth Advisors, LLC 0.07% 10,000 $629K
22 Satovsky Asset Management LLC 0.07% 7,095 $446K
23 Montis Financial, LLC 0.06% 4,468 $281K
24 Beirne Wealth Consulting Services, LLC 0.04% 3,500 $220K
25 Wealth Alliance Advisory Group, LLC 0.04% 4,425 $278K
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 (SGDM)

What does the Smart Money Trend signal show for SGDM?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added SGDM 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 SGDM?

More sellers than buyers — 43% buying: Last quarter: 60 funds reduced or exited vs 45 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 SGDM holders?

Elite ownership — 43% AUM from top-100 funds: 14 of 122 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in SGDM. 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 SGDM?

43% of holders stayed for 2+ years: 52 out of 122 hedge funds have held SGDM 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.

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