Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (XIMR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — XIMR

Based on 24 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added XIMR 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.
📊

High ownership — 92% of 2.5Y peak

92% of all-time peak
24 funds currently hold this stock — 92% of the 2.5-year high of 26 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

16 buying9 selling
Last quarter: 16 funds were net buyers (3 opened a brand new position + 13 added to an existing one). Only 9 were sellers (7 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 1 → 6 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 21% entered in last year

■ 17% conviction (2yr+) ■ 62% medium ■ 21% new
Only 4 funds (17%) 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 — ~3 new funds/quarter

12 → 4 → 1 → 6 → 3 new funds/Q
New funds entering each quarter: 4 → 1 → 6 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 8% veterans, 46% new entrants

■ 8% veterans ■ 46% 1-2yr ■ 46% new
Of 24 current holders: 2 (8%) held 2+ years, 11 held 1–2 years, 11 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
3 of 24 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — XIMR

In 2026 Q2, 16 hedge funds were net buyers of XIMR (3 opened a new position, 13 added to an existing one), while 9 reduced or exited (7 trimmed, 2 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 24.

Hedge Fund Ownership: XIMR

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

Market Analysis: XIMR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XIMR

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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
0.1
/ 10
conviction
Hedge Fund Positioning: XIMR
24 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 24 23 4.35%
13F Shares 837K 807K 3.7%
Total Value $26M $25M 5.61%
New Positions 3 6 -3
Increased Positions 13 9 +4
Closed Positions 2 2 -
Reduced Positions 7 6 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XIMR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

24 + investors

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

QUARTER:
Top 24 XIMR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Castleview Partners, LLC 0.32% 23,117 $728K
2 Advisory Resource Group 0.20% 42,987 $1.4M
3 Accel Wealth Management 0.09% 12,208 $384K
4 Uptick Partners, LLC 0.08% 15,999 $504K
5 LVZ, Inc. 0.07% 21,773 $685K
6 Stephens Inc /Ar/ 0.03% 98,533 $3.1M
7 Triad Wealth Partners, LLC 0.02% 12,558 $393K
8 Cetera Investment Advisers 0.01% 388,677 $12.2M
9 Old Mission Capital LLC 0.01% 21,320 $671K
10 Focus Financial Network, Inc. 0.01% 10,232 $322K
11 Money Concepts Capital Corp 0.01% 6,570 $207K
12 Harbour Investments, INC. 0.01% 13,988 $440K
13 Kestra Advisory Services, LLC 0.00% 21,061 $663K
14 Capital Investment Advisory Services, LLC 0.00% 1,000 $31K
15 Mml Investors Services, LLC 0.00% 18,951 $597K
16 Rockefeller Capital Management L.P. 0.00% 24,597 $774K
17 Commonwealth Equity Services, LLC 0.00% 7,836 $247K
18 Farther Finance Advisors, LLC 0.00% 601 $19K
19 Susquehanna International Group, LLP 0.00% 53,643 $1.7M
20 Envestnet Asset Management Inc 0.00% 13,614 $429K
21 Global Retirement Partners, LLC 0.00% 157 $5K
22 Citadel Advisors LLC 0.00% 19,052 $600K
23 Osaic Holdings, INC. 0.00% 1,844 $58K
24 Barclays plc 0.00% 6,452 $203K
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 — First Tr Exchng Traded Fd VI (XIMR)

What does the Smart Money Trend signal show for XIMR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added XIMR 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 XIMR?

More buyers than sellers — 64% buying: Last quarter: 16 funds were net buyers (3 opened a brand new position + 13 added to an existing one). Only 9 were sellers (7 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XIMR holders?

Smaller funds dominant — 5% AUM from top-100: 3 of 24 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XIMR?

Mostly new holders — 21% entered in last year: Only 4 funds (17%) 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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