Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (XMAR)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
39%

Smart Money Signals — XMAR

Based on 70 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XMAR 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 — 93% of 3.0Y peak

93% of all-time peak
70 funds currently hold this stock — 93% of the 3.0-year high of 75 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold XMAR compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 39% buying

22 buying35 selling
Last quarter: 35 funds sold vs only 22 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 8 → 10 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 17% medium 24% new
41 out of 70 hedge funds have held XMAR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

12 → 2 → 8 → 10 → 11 new funds/Q
New funds entering each quarter: 2 → 8 → 10 → 11. A growing number of institutions are discovering XMAR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 23% newcomers

57% veterans 20% 1-2yr 23% new
Entry-cohort mix of 70 holders: 40 (57%) are 2+ year veterans, 14 entered 1–2 years ago, and 16 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
7 of 70 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — XMAR

In 2026 Q2, 22 hedge funds were net buyers of XMAR (11 opened a new position, 11 added to an existing one), while 35 reduced or exited (25 trimmed, 10 sold completely) — a 39% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 70.

Hedge Fund Ownership: XMAR

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

Market Analysis: XMAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XMAR

-- --

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 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: XMAR
70 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 70 69 1.45%
13F Shares 3M 3M 6.17%
Total Value $113M $101M 11.64%
New Positions 11 10 +1
Increased Positions 11 10 +1
Closed Positions 10 11 -1
Reduced Positions 25 32 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XMAR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

70 + investors

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

QUARTER:
Top 25 XMAR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PFS Partners, LLC 4.94% 285,666 $12.2M
2 Financial Guidance Group, Inc. 2.33% 145,685 $6.2M
3 Blue Bell Private Wealth Management, LLC 0.56% 104,976 $4.5M
4 REAP Financial Group, LLC 0.41% 56,181 $2.4M
5 QTR Family Wealth, LLC 0.17% 11,481 $491K
6 IMG Wealth Management, Inc. 0.13% 5,300 $226K
7 Benson Wealth Management INC 0.11% 2,500 $107K
8 Sequent Planning LLC 0.10% 10,976 $469K
9 Octavia Wealth Advisors, LLC 0.09% 23,422 $1.0M
10 Stonebridge Financial Planning Group, LLC 0.07% 5,400 $231K
11 Nvest Financial, LLC 0.07% 4,825 $206K
12 Fsb Premier Wealth Management, INC. 0.06% 5,366 $229K
13 SageGuard Financial Group, LLC 0.06% 10,696 $457K
14 Insigneo Advisory Services, LLC 0.06% 38,505 $1.6M
15 Triumph Capital Management 0.05% 6,000 $256K
16 Signal Advisors Wealth, LLC 0.05% 21,414 $915K
17 Tanglewood Legacy Advisors, LLC 0.05% 3,300 $141K
18 DHJJ Financial Advisors, Ltd. 0.05% 3,688 $158K
19 Aptus Capital Advisors, LLC 0.04% 145,685 $6.2M
20 Hbw Advisory Services LLC 0.03% 9,035 $386K
21 Silver Oak Securities, Incorporated 0.03% 12,675 $542K
22 Foundations Investment Advisors, LLC 0.03% 72,118 $3.1M
23 CreativeOne Wealth, LLC 0.03% 30,189 $1.3M
24 HBK Sorce Advisory LLC 0.03% 32,422 $1.4M
25 Harbour Investments, INC. 0.02% 40,513 $1.7M
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 — First Tr Exchng Traded Fd VI (XMAR)

What does the Smart Money Trend signal show for XMAR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XMAR 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 XMAR?

Heavy selling pressure — only 39% buying: Last quarter: 35 funds sold vs only 22 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for XMAR holders?

Smaller funds dominant — 12% AUM from top-100: 7 of 70 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XMAR?

59% of holders stayed for 2+ years: 41 out of 70 hedge funds have held XMAR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.

Full history →