Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (SHLD)

595 + 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
↑ +118
Streak
11Q ▲
Buyers last Q
84%

Smart Money Signals — SHLD

Based on 600 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 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
600 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 — +341% more funds vs a year ago

fund count last 6Q
+464 new funds entered over the past year (+341% 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 — 84% buying

500 buying93 selling
Last quarter: 500 funds were net buyers (147 opened a brand new position + 353 added to an existing one). Only 93 were sellers (64 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+39 vs last Q)

new funds entering per quarter
Funds opening a new SHLD position: 126 → 196 → 108 → 147. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 59% entered in last year

■ 10% conviction (2yr+) ■ 30% medium ■ 59% new
Only 63 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.
📊

Peak discovery — momentum slowing

60 → 126 → 196 → 108 → 147 new funds/Q
New funds entering each quarter: 126 → 196 → 108 → 147. SHLD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 75% of holders entered in last year

■ 15% veterans ■ 10% 1-2yr ■ 75% new
Of 612 current holders: 458 (75%) entered in the past year, only 90 (15%) 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 — 46% AUM from top-100 funds

46% from top-100 AUM funds
26 of 600 holders are among the 100 largest funds by AUM, controlling 46% 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.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — 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.

Institutional Sentiment Summary — SHLD

In 2026 Q1, 500 hedge funds were net buyers of SHLD (147 opened a new position, 353 added to an existing one), while 93 reduced or exited (64 trimmed, 29 sold completely) — a 84% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in SHLD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +118 funds (more new holders than closures). Total institutional holders: 600.

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

-- --

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

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

Signal Freshness measures how much SHLD 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 · 75d ago
SHLD
-9.9%
SPY
+14.1%

SHLD outperformed SPY by -24.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
SHLD
+2.4%
SPY
+0.3%

Since the filing became public, SHLD outperformed SPY by +2.1% .

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.

25 top-rated funds 18 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: SHLD
595 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 595 482 23.44%
13F Shares 66M 45M 46.46%
Total Value $4.14B $2.80B 47.84%
New Positions 145 108 +37
Increased Positions 350 242 +108
Closed Positions 32 41 -9
Reduced Positions 61 92 -31
Total Calls 5 3 66.67%
Total Puts 6 3 100.0%
PUT/CALL Ratio 1.2 1.0 Neutral

Statistics: SHLD

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Financial Highlights

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Institutional Holders (2026 Q1)

595 + investors

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

QUARTER:
Top 25 SHLD holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Potentia Wealth 4.17% 152,343 $10.8M
4 WJ Wealth Management, LLC 3.95% 118,982 $8.4M
5 Buttonwood Financial Group, LLC 3.59% 82,332 $5.8M
6 Laidlaw Wealth Management LLC 3.46% 14,062 $996K
7 Ehrlich Financial Group 3.37% 82,671 $5.9M
8 Hobbs Wealth Management, LLC 3.31% 47,273 $3.3M
9 Decker Wealth Management LLC 3.19% 198,254 $14.0M
10 Midwest Capital Advisors, LLC 3.18% 96,120 $6.8M
11 Bensler, LLC 3.00% 409,770 $29.0M
12 Global X Japan Co., Ltd. 2.84% 780,717 $55.3M
13 Millington Financial Advisors, LLC 2.56% 90,148 $6.1M
14 Sofi Wealth, LLC 2.54% 744,037 $52.7M
15 StoneCrest Wealth Management, Inc. 2.53% 84,316 $6.0M
16 Town Capital LLC 2.46% 42,904 $3.0M
17 TTP Investments, Inc. 2.45% 82,848 $5.9M
18 Portfolio Strategies, Inc. 2.43% 277,726 $19.7M
19 Oak Family Advisors, LLC 2.38% 119,159 $8.4M
20 Kelly Financial Services LLC 2.35% 137,982 $9.7M
21 Bedminster, LLC 2.32% 35,230 $2.5M
22 Eq LLC 2.32% 116,230 $8.2M
23 Curtis Wealth Management LLC 2.30% 34,627 $2.5M
24 West Wealth Group, LLC 2.24% 160,155 $11.3M
25 A4 Wealth Advisors LLC 2.24% 38,638 $2.7M
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 — 11 quarters in a row: For 11 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 — 84% buying: Last quarter: 500 funds were net buyers (147 opened a brand new position + 353 added to an existing one). Only 93 were sellers (64 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SHLD holders?

Elite ownership — 46% AUM from top-100 funds: 26 of 600 holders are among the 100 largest funds by AUM, controlling 46% 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 — 59% entered in last year: Only 63 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.

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

As of today, SHLD has moved +2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), SHLD has gained -9.9% vs +14.1% 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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