Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Entrepreneurshares Series Tr (XOVR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +122
Streak
8Q ▲
Buyers last Q
83%

Smart Money Signals — XOVR

Based on 232 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added XOVR 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
232 hedge funds hold XOVR right now — the highest count in 2.2 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 — +252% more funds vs a year ago

fund count last 6Q
+166 new funds entered over the past year (+252% 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

201 buying41 selling
Last quarter: 201 funds were net buyers (148 opened a brand new position + 53 added to an existing one). Only 41 were sellers (15 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+108 vs last Q)

new funds entering per quarter
Funds opening a new XOVR position: 18 → 23 → 40 → 148. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 74% entered in last year

■ 0% conviction (2yr+) ■ 25% medium ■ 74% new
Only 1 funds (0%) 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.
💰

Value +987% but shares only +755% — price-driven

Value
+986%
Shares
+754%
Last quarter: the total dollar value of institutional holdings rose +987%, but actual share count only changed +755%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

23 → 18 → 23 → 40 → 148 new funds/Q
New funds entering each quarter: 18 → 23 → 40 → 148. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 79% of holders entered in last year

■ 0% veterans ■ 21% 1-2yr ■ 79% new
Of 247 current holders: 195 (79%) entered in the past year, only 1 (0%) 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.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
19 of 229 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.
6.9
out of 10
Moderate Exit Risk
Exit risk score 6.9/10 — 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 — XOVR

In 2026 Q2, 201 hedge funds were net buyers of XOVR (148 opened a new position, 53 added to an existing one), while 41 reduced or exited (15 trimmed, 26 sold completely) — a 83% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +122 funds (more new holders than closures). Total institutional holders: 232.

Hedge Fund Ownership: XOVR

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

Market Analysis: XOVR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XOVR

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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.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: XOVR
228 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 228 110 107.27%
13F Shares 55M 6M 754.51%
Total Value $1.14B $105M 986.7%
New Positions 147 40 +107
Increased Positions 53 36 +17
Closed Positions 26 15 +11
Reduced Positions 13 14 -1
Total Calls 9 2 350.0%
Total Puts 9 1 800.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: XOVR

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Institutional Holders (2026 Q2)

228 + investors

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

QUARTER:
Top 25 XOVR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alpine Global Management, LLC 8.55% 2,500,100 $52.6M
2 Bluefin Capital Management, LLC 7.92% 1,502,443 $31.6M
3 De Burlo Group Inc 4.72% 1,227,000 $25.8M
4 Wealth Quarterback LLC 2.61% 401,964 $8.5M
5 Private Capital Advisors, Inc. 2.06% 1,115,325 $23.5M
6 VVR Holdings LLC 1.90% 208,902 $4.4M
7 Croban 1.33% 143,721 $3.0M
8 DRW Securities, LLC 1.14% 2,226,778 $46.9M
9 SAM Advisors, LLC 1.04% 180,304 $3.8M
10 Lunt Capital Management, Inc. 0.54% 70,370 $1.5M
11 Virtus Family Office LLC 0.53% 31,746 $668K
12 Benson Wealth Management INC 0.48% 22,788 $480K
13 Gts Securities LLC 0.39% 870,349 $18.3M
14 Roberts Glore & Co Inc /Il/ 0.38% 72,575 $1.5M
15 RIA Advisory Group LLC 0.34% 74,139 $1.6M
16 Fortis Group Advisors, LLC 0.32% 96,255 $2.0M
17 Carter Financial Group, INC. 0.32% 29,514 $621K
18 Turner Financial Group, Inc. 0.28% 13,582 $286K
19 Kingsbury Capital Investment Advisors LLC 0.22% 12,419 $261K
20 Kmt Wealth Management, LLC 0.22% 12,419 $261K
21 Ceera Investments, LLC 0.22% 24,164 $509K
22 Sharpepoint LLC 0.20% 19,234 $405K
23 Wilson & Boucher Capital Management, LLC 0.20% 16,400 $345K
24 Fifth Third Securities, INC. 0.17% 142,566 $3.0M
25 Fox Hill Wealth Management 0.16% 19,510 $411K
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 — Entrepreneurshares Series Tr (XOVR)

What does the Smart Money Trend signal show for XOVR?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added XOVR 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 XOVR?

More buyers than sellers — 83% buying: Last quarter: 201 funds were net buyers (148 opened a brand new position + 53 added to an existing one). Only 41 were sellers (15 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XOVR holders?

Smaller funds dominant — 17% AUM from top-100: 19 of 229 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 XOVR?

Mostly new holders — 74% entered in last year: Only 1 funds (0%) 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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