Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPROTT ETF TRUST (SGDM)

113 + 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
↑ +6
Streak
7Q ▲
Buyers last Q
50%

Smart Money Signals — SGDM

Based on 110 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
110 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 — +57% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+57% 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 — 50% buying

47 buying47 selling
Last quarter: 47 funds bought or added vs 47 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.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 14 → 25 → 15. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

42% of holders stayed for 2+ years

42% conviction (2yr+) 29% medium 29% new
46 out of 110 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.
📈

Growing discovery — still being found

9 → 12 → 14 → 25 → 15 new funds/Q
New funds entering each quarter: 12 → 14 → 25 → 15. A growing number of institutions are discovering SGDM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 51% of holders stayed 2+ years

51% veterans 13% 1-2yr 35% new
Of 113 current holders: 58 (51%) 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.

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
9 of 110 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: SGDM
2026 Q1 Stats Unlock in 15 days 113 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 113 107 5.61%
13F Shares 3M 3M 2.91%
Total Value $195M $169M 15.17%
New Positions 15 25 -10
Increased Positions 35 26 +9
Closed Positions 9 7 +2
Reduced Positions 43 25 +18
Total Calls 2 2 -
Total Puts 2 2 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SGDM

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

113 + investors

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

Top 25 institutional holders of SGDM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HC Advisors, LLC 2.10% 41,603 $3.1M
2 Auxano Advisors, LLC 0.64% 42,460 $3.2M
3 Bayshore Capital Advisors, LLC 0.52% 16,400 $1.2M
4 Beirne Wealth Consulting Services, LLC 0.15% 7,000 $528K
5 Centurion Wealth Management LLC 0.15% 8,683 $656K
6 Barry Investment Advisors, LLC 0.13% 7,736 $584K
7 MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 0.10% 1,458 $110K
8 180 WEALTH ADVISORS, LLC 0.07% 8,134 $614K
9 PFG Investments, LLC 0.06% 17,236 $1.3M
10 Wealth Alliance Advisory Group, LLC 0.05% 4,425 $334K
11 U.S. Capital Wealth Advisors, LLC 0.05% 27,415 $2.1M
12 Sovereign Financial Group, Inc. 0.05% 3,875 $293K
13 CWA Asset Management Group, LLC 0.03% 13,400 $1.0M
14 AlphaStar Capital Management, LLC 0.03% 4,726 $357K
15 Hilltop National Bank 0.02% 1,250 $94K
16 AdvisorNet Financial, Inc 0.02% 5,420 $409K
17 Evanson Asset Management, LLC 0.01% 3,082 $233K
18 Wealthcare Advisory Partners LLC 0.01% 7,524 $568K
19 Stratos Wealth Partners, LTD. 0.01% 11,239 $848K
20 Prospera Financial Services Inc 0.01% 5,779 $436K
21 Kestra Advisory Services, LLC 0.01% 23,021 $1.7M
22 MML INVESTORS SERVICES, LLC 0.01% 30,638 $2.3M
23 WOLFF WIESE MAGANA LLC 0.01% 139 $10K
24 Geneos Wealth Management Inc. 0.01% 3,080 $233K
25 Perigon Wealth Management, LLC 0.00% 3,500 $264K
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 — 7 quarters in a row: For 7 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?

Slight buying edge — 50% buying: Last quarter: 47 funds bought or added vs 47 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 SGDM holders?

Strong quality — 37% AUM from major funds: 9 of 110 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SGDM?

42% of holders stayed for 2+ years: 46 out of 110 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.