Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Volatility Shs Tr (XRPI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — XRPI

Based on 42 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 4Q
For 1 consecutive quarter, more hedge funds reduced or closed their XRPI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 1.2Y peak

88% of all-time peak
42 funds currently hold this stock — 88% of the 1.2-year high of 48 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +4100% more funds vs a year ago

fund count last 5Q
+41 new funds entered over the past year (+4100% 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.
🟠

More sellers than buyers — 47% buying

20 buying23 selling
Last quarter: 23 funds reduced or exited vs 20 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 6 → 39 → 18 → 6. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 88% entered in last year

■ 0% conviction (2yr+) ■ 12% medium ■ 88% new
Only 0 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.
💎

Buying through price weakness — shares -17%, value -44%

Value
-43%
Shares
-17%
Last quarter: funds added -17% more shares while total portfolio value only changed -44%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

6 → 39 → 18 → 6 new funds/Q
New funds entering each quarter: 6 → 39 → 18 → 6. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 44 current holders: 44 (100%) entered in the past year, only 0 (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.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
7 of 41 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.8
out of 10
Moderate Exit Risk
Exit risk score 6.8/10 — 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 — XRPI

In 2026 Q1, 20 hedge funds were net buyers of XRPI (6 opened a new position, 14 added to an existing one), while 23 reduced or exited (11 trimmed, 12 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 29% of total institutional value in XRPI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 42.

Hedge Fund Ownership: XRPI

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

Market Analysis: XRPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XRPI

-- --

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

Is It Too Late to Buy Volatility Shs Tr (XRPI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XRPI has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
XRPI
nan%
SPY
+15.9%

XRPI outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
XRPI
nan%
SPY
+2.0%

Since the filing became public, XRPI outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: XRPI
41 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 41 48 -14.58%
13F Shares 2M 2M -17.55%
Total Value $14M $26M -44.33%
New Positions 6 18 -12
Increased Positions 12 12 -
Closed Positions 13 14 -1
Reduced Positions 11 6 +5
Total Calls 2 3 -33.33%
Total Puts 1 3 -66.67%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: XRPI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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 --
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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 Q1)

41 + investors

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

QUARTER:
Top 25 XRPI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IronBridge Private Wealth, LLC 1.27% 517,847 $3.9M
2 Farringdon Capital, Ltd. 0.65% 392,432 $3.0M
3 Tactive Advisors, LLC 0.17% 81,242 $616K
4 Refined Wealth Management 0.06% 12,860 $97K
5 Littlejohn Financial Services, INC. 0.06% 10,184 $77K
6 Concorde Asset Management, LLC 0.05% 13,330 $101K
7 Caitlin John, LLC 0.02% 3,380 $26K
8 Clayton Financial Group LLC 0.01% 2,140 $16K
9 Atria Investments, Inc 0.01% 96,604 $732K
10 Ankerstar Wealth, LLC 0.01% 900 $7K
11 Harbour Investments, INC. 0.01% 51,250 $388K
12 Lodestone Wealth Management LLC 0.01% 1,867 $14K
13 Benson Wealth Management INC 0.00% 467 $4K
14 Evolution Wealth Management INC. 0.00% 720 $5K
15 Blue Trust, Inc. 0.00% 44,912 $340K
16 Farther Finance Advisors, LLC 0.00% 20,698 $158K
17 Larson Financial Group LLC 0.00% 4,325 $33K
18 Brookstone Capital Management 0.00% 11,144 $84K
19 Envestnet Asset Management Inc 0.00% 289,378 $2.2M
20 McIlrath & Eck, LLC 0.00% 946 $7K
21 EP Wealth Advisors, LLC 0.00% 13,425 $102K
22 Investment Research & Advisory Group, Inc. 0.00% 146 $1K
23 Scarborough Advisors, LLC 0.00% 445 $3K
24 Hollencrest Capital Management 0.00% 822 $6K
25 UBS Group AG 0.00% 197,369 $1.5M
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 — Volatility Shs Tr (XRPI)

What does the Smart Money Trend signal show for XRPI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their XRPI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for XRPI?

More sellers than buyers — 47% buying: Last quarter: 23 funds reduced or exited vs 20 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XRPI holders?

Strong quality — 29% AUM from major funds: 7 of 41 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XRPI?

Mostly new holders — 88% entered in last year: Only 0 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.

Is it too late to buy Volatility Shs Tr (XRPI) following the 2026 Q1 hedge fund 13F filings?

As of today, XRPI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), XRPI has gained nan% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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