Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vs Trust (UVIX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
56%

Smart Money Signals — UVIX

Based on 26 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
26 hedge funds hold UVIX right now — the highest count in 1.8 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 — +24% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+24% 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. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 56% buying

20 buying16 selling
Last quarter: 20 funds bought or added vs 16 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.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 10 → 13 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

■ 12% conviction (2yr+) ■ 38% medium ■ 50% new
Only 3 funds (12%) 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.
💎

Buying through price weakness — shares +2%, value -58%

Value
-58%
Shares
+1%
Last quarter: funds added +2% more shares while total portfolio value only changed -58%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~10 new funds/quarter

8 → 11 → 10 → 13 → 10 new funds/Q
New funds entering each quarter: 11 → 10 → 13 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 45% new entrants

■ 0% veterans ■ 55% 1-2yr ■ 45% new
Of 31 current holders: 0 (0%) held 2+ years, 17 held 1–2 years, 14 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
4 of 25 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — UVIX

In 2026 Q2, 20 hedge funds were net buyers of UVIX (10 opened a new position, 10 added to an existing one), while 16 reduced or exited (6 trimmed, 10 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 26.

Hedge Fund Ownership: UVIX

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

Market Analysis: UVIX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UVIX

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: UVIX
25 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 25 26 -3.85%
13F Shares 13M 13M 1.75%
Total Value $46M $111M -58.27%
New Positions 10 13 -3
Increased Positions 7 5 +2
Closed Positions 10 10 -
Reduced Positions 6 6 -
Total Calls 3 5 -40.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 0.6 Neutral

Statistics: UVIX

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

25 + investors

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

QUARTER:
Top 25 UVIX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Primoris Wealth Advisors, LLC 0.92% 655,000 $2.0M
2 Hamilton Wealth, LLC 0.58% 1,019,350 $3.1M
3 Ramsey Quantitative Systems 0.30% 108,000 $334K
4 Clough Capital Partners L P 0.13% 510,937 $1.6M
5 Two Sigma Securities, LLC 0.01% 44,364 $137K
6 GAM Holding AG 0.01% 15,000 $130K
7 Samalin Investment Counsel, LLC 0.01% 10,725 $33K
8 StoneX Group Inc. 0.01% 56,268 $252K
9 Lake Street Private Wealth, LLC 0.01% 20,000 $62K
10 Capital Asset Advisory Services LLC 0.00% 30,207 $93K
11 Silver Grove Financial Group, Inc. 0.00% 1,308 $4K
12 Axxcess Wealth Management, LLC 0.00% 30,207 $93K
13 Susquehanna International Group, LLP 0.00% 3,778,800 $11.7M
14 Susquehanna International Group, LLP 0.00% 2,378,400 $7.3M
15 Group One Trading LLC 0.00% 113,933 $352K
16 Jane Street Group, LLC 0.00% 1,761,000 $5.4M
17 Caitlin John, LLC 0.00% 200 —
18 Marex Group Ltd 0.00% 20,000 $62K
19 Morgan Stanley 0.00% 992,596 $3.1M
20 Citadel Advisors LLC 0.00% 382,500 $1.2M
21 Mariner, LLC 0.00% 39,591 $122K
22 Jane Street Group, LLC 0.00% 430,400 $1.3M
23 Citadel Advisors LLC 0.00% 279,600 $864K
24 Susquehanna International Group, LLP 0.00% 389,094 $1.2M
25 Blue Trust, Inc. 0.00% 2,150 $7K
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 — Vs Trust (UVIX)

What does the Smart Money Trend signal show for UVIX?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for UVIX?

Slight buying edge — 56% buying: Last quarter: 20 funds bought or added vs 16 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 UVIX holders?

Smaller funds dominant — 17% AUM from top-100: 4 of 25 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UVIX?

Mostly new holders — 50% entered in last year: Only 3 funds (12%) 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.

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