Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (SHLD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +63
Streak
10Q ▲
Buyers last Q
72%

Smart Money Signals — SHLD

Based on 453 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added SHLD 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
453 hedge funds hold SHLD 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 — +331% more funds vs a year ago

fund count last 6Q
+348 new funds entered over the past year (+331% 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 — 72% buying

330 buying128 selling
Last quarter: 330 funds were net buyers (101 opened a brand new position + 229 added to an existing one). Only 128 were sellers (90 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-77 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 59 → 119 → 178 → 101. 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.
🔄

Mostly new holders — 68% entered in last year

■ 10% conviction (2yr+) ■ 23% medium ■ 68% new
Only 44 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

41 → 59 → 119 → 178 → 101 new funds/Q
New funds entering each quarter: 59 → 119 → 178 → 101. 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.
🌱

Early stage — 76% of holders entered in last year

■ 14% veterans ■ 10% 1-2yr ■ 76% new
Of 458 current holders: 348 (76%) entered in the past year, only 63 (14%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
17 of 453 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in SHLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — 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: SHLD

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

Market Analysis: SHLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHLD

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

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 8 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: SHLD
2026 Q1 Stats Unlock in 21 days 458 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 458 397 15.37%
13F Shares 43M 36M 20.39%
Total Value $2.78B $2.50B 11.13%
New Positions 101 178 -77
Increased Positions 239 152 +87
Closed Positions 39 27 +12
Reduced Positions 98 50 +48
Total Calls 3 4 -25.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SHLD

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Valuation Measures Data as of: --

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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)

458 + investors

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

Top 25 institutional holders of SHLD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sterling Manor Financial, LLC 4.77% 107,682 $7.6M
2 Parkway Wealth Management Group, LLC 4.65% 494,788 $36.7M
3 Buttonwood Financial Group, LLC 3.59% 82,332 $5.8M
4 EHRLICH FINANCIAL GROUP 3.37% 82,671 $5.9M
5 Hobbs Wealth Management, LLC 3.31% 47,273 $3.3M
6 Midwest Capital Advisors, LLC 3.18% 96,120 $6.8M
7 Global X Japan Co., Ltd. 2.84% 780,717 $55.3M
8 StoneCrest Wealth Management, Inc. 2.53% 84,316 $6.0M
9 TTP Investments, Inc. 2.45% 82,848 $5.9M
10 OAK FAMILY ADVISORS, LLC 2.38% 119,159 $8.4M
11 Kelly Financial Services LLC 2.35% 137,982 $9.7M
12 Bedminster, LLC 2.32% 35,230 $2.5M
13 Archer Investment Management, LLC 2.11% 70,763 $5.0M
14 EWA, LLC 2.08% 129,631 $9.2M
15 Tepp RIA, LLC 2.05% 36,901 $2.6M
16 ONE Advisory Partners, LLC 1.99% 91,025 $6.4M
17 Peak Wealth Management LLC 1.95% 33,563 $2.4M
18 Goldstein Advisors, LLC 1.92% 243,471 $17.2M
19 Pettinga Financial Advisors LLC 1.75% 131,187 $9.3M
20 WATERSHED PRIVATE WEALTH LLC 1.66% 75,001 $5.3M
21 SWP FINANCIAL LLC 1.62% 44,884 $3.2M
22 PATTON ALBERTSON MILLER GROUP, LLC 1.62% 192,626 $13.6M
23 HERBST GROUP, LLC 1.58% 36,172 $2.6M
24 Braun-Bostich & Associates Inc. 1.55% 34,821 $2.5M
25 Daviman Financial, LLC 1.54% 36,793 $2.6M
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 (SHLD)

What does the Smart Money Trend signal show for SHLD?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added SHLD 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 SHLD?

More buyers than sellers — 72% buying: Last quarter: 330 funds were net buyers (101 opened a brand new position + 229 added to an existing one). Only 128 were sellers (90 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SHLD holders?

Elite ownership — 42% AUM from top-100 funds: 17 of 453 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in SHLD. 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 SHLD?

Mostly new holders — 68% entered in last year: Only 44 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.