Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF SER SOLUTIONS (TRFM)

25 + Investors. Track Smart Money conviction in TRFM. 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
4Q ▲
Buyers last Q
83%

Smart Money Signals — TRFM

Based on 25 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added TRFM 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
25 hedge funds hold TRFM 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 — +150% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+150% 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 — 83% buying

20 buying4 selling
Last quarter: 20 funds were net buyers (9 opened a brand new position + 11 added to an existing one). Only 4 were sellers (3 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new TRFM position: 2 → 4 → 3 → 9. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 60% entered in last year

20% conviction (2yr+) 20% medium 60% new
Only 5 funds (20%) 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.
➡️

Steady discovery — ~9 new funds/quarter

0 → 2 → 4 → 3 → 9 new funds/Q
New funds entering each quarter: 2 → 4 → 3 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 64% of holders entered in last year

16% veterans 20% 1-2yr 64% new
Of 25 current holders: 16 (64%) entered in the past year, only 4 (16%) 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 — 70% AUM from top-100 funds

70% from top-100 AUM funds
6 of 25 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in TRFM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.9
out of 10
Moderate Exit Risk
Exit risk score 5.9/10 — 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 — TRFM

In 2025 Q4, 20 hedge funds were net buyers of TRFM (9 opened a new position, 11 added to an existing one), while 4 reduced or exited (3 trimmed, 1 sold completely) — a 83% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 70% of total institutional value in TRFM 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: 25.

Hedge Fund Ownership: TRFM

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

Market Analysis: TRFM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TRFM

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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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: TRFM
2026 Q1 Stats Unlock in 4 days 25 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 25 17 47.06%
13F Shares 2M 2M 10.2%
Total Value $88M $81M 8.82%
New Positions 9 3 +6
Increased Positions 11 11 -
Closed Positions 1 1 -
Reduced Positions 3 1 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TRFM

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

25 + investors

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

QUARTER:
Top 25 institutional holders of TRFM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Key Client Fiduciary Advisors, LLC 0.74% 46,736 $2.2M
2 SeaCrest Wealth Management, LLC 0.32% 63,925 $3.0M
3 Farmers & Merchants Trust Co of Long Beach 0.23% 21,322 $990K
4 Ausdal Financial Partners, Inc. 0.06% 27,630 $1.3M
5 Balboa Wealth Partners 0.04% 5,393 $251K
6 LPL Financial LLC 0.02% 1,563,891 $72.6M
7 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% 28,965 $1.3M
8 INDEPENDENT FINANCIAL GROUP, LLC 0.02% 11,216 $521K
9 PRIVATE TRUST CO NA 0.01% 3,199 $149K
10 OSAIC HOLDINGS, INC. 0.01% 162,792 $7.6M
11 CHILTON INVESTMENT CO INC. 0.01% 7,512 $349K
12 WOLFF WIESE MAGANA LLC 0.01% 242 $11K
13 Strengthening Families & Communities, LLC 0.01% 501 $23K
14 PRINCIPAL SECURITIES, INC. 0.01% 8,447 $392K
15 Prospera Financial Services Inc 0.01% 7,097 $330K
16 OPPENHEIMER & CO INC 0.00% 8,300 $386K
17 Cetera Investment Advisers 0.00% 77,443 $3.6M
18 Independent Advisor Alliance 0.00% 6,308 $293K
19 Equitable Holdings, Inc. 0.00% 7,840 $364K
20 STIFEL FINANCIAL CORP 0.00% 50,897 $2.4M
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 27,106 $1.3M
22 RAYMOND JAMES FINANCIAL INC 0.00% 83,743 $3.9M
23 Steward Partners Investment Advisory, LLC 0.00% 4,825 $224K
24 TRUIST FINANCIAL CORP 0.00% 17,357 $806K
25 ENVESTNET ASSET MANAGEMENT INC 0.00% 17,590 $817K
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 — ETF SER SOLUTIONS (TRFM)

What does the Smart Money Trend signal show for TRFM?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added TRFM 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 TRFM?

More buyers than sellers — 83% buying: Last quarter: 20 funds were net buyers (9 opened a brand new position + 11 added to an existing one). Only 4 were sellers (3 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TRFM holders?

Elite ownership — 70% AUM from top-100 funds: 6 of 25 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in TRFM. 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 TRFM?

Mostly new holders — 60% entered in last year: Only 5 funds (20%) 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.