Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (CIBR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +104
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — CIBR

Based on 846 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 CIBR 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
846 hedge funds hold CIBR right now — the highest count in 3.0 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+140 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

489 buying316 selling
Last quarter: 489 funds were net buyers (168 opened a brand new position + 321 added to an existing one). Only 316 were sellers (252 trimmed + 64 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+90 vs last Q)

new funds entering per quarter
Funds opening a new CIBR position: 67 → 123 → 78 → 168. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 26% medium ■ 26% new
410 out of 846 hedge funds have held CIBR 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.
💰

Value +52% but shares only +6% — price-driven

Value
+52%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +52%, but actual share count only changed +6%. 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.
📈

Growing discovery — still being found

141 → 67 → 123 → 78 → 168 new funds/Q
New funds entering each quarter: 67 → 123 → 78 → 168. A growing number of institutions are discovering CIBR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 53% veterans vs 33% newcomers

■ 53% veterans ■ 14% 1-2yr ■ 33% new
Entry-cohort mix of 855 holders: 449 (53%) are 2+ year veterans, 123 entered 1–2 years ago, and 283 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
33 of 843 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in CIBR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 — CIBR

In 2026 Q2, 489 hedge funds were net buyers of CIBR (168 opened a new position, 321 added to an existing one), while 316 reduced or exited (252 trimmed, 64 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 67% of total institutional value in CIBR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +104 funds (more new holders than closures). Total institutional holders: 846.

Hedge Fund Ownership: CIBR

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

Market Analysis: CIBR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CIBR

-- --

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

Is It Too Late to Buy First Tr Exchange-Traded Fd (CIBR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CIBR has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 72d ago
CIBR
+5.2%
SPY
+3.0%

CIBR outperformed SPY by +2.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 27d ago
CIBR
-5.1%
SPY
-1.0%

Since the filing became public, CIBR outperformed SPY by -4.1% .

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.

17 top-rated funds 18 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: CIBR
836 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 836 742 12.67%
13F Shares 89M 84M 6.02%
Total Value $7.79B $5.13B 51.95%
New Positions 166 78 +88
Increased Positions 318 333 -15
Closed Positions 69 113 -44
Reduced Positions 248 225 +23
Total Calls 6 6 -
Total Puts 6 5 20.0%
PUT/CALL Ratio 1.0 0.83 Neutral

Statistics: CIBR

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Financial Highlights

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Institutional Holders (2026 Q2)

836 + investors

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

QUARTER:
Top 25 CIBR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Daiichi Life International Holdings LLC 6.86% 2,408 $216K
2 Florin Court Capital LLP 6.56% 44,700 $4.0M
3 Dala Group, LLC 5.97% 80,587 $7.2M
4 Rockport Wealth LLC 5.31% 351,463 $31.6M
5 Ptm Wealth Management, LLC 4.95% 124,276 $11.0M
6 Plotkin Financial Advisors, LLC 4.49% 120,316 $10.8M
7 Marks Wealth, LLC 4.36% 223,913 $20.1M
8 Kiker Wealth Management, LLC 4.34% 123,750 $11.1M
9 SFI Advisors, LLC 4.10% 52,896 $4.8M
10 Gaddis Premier Wealth Advisors LLC 3.95% 72,397 $6.5M
11 Key Client Fiduciary Advisors, LLC 3.81% 146,871 $13.2M
12 High Point Wealth Management, LLC 3.74% 50,935 $4.6M
13 Maniro Ltd 3.34% 165,740 $14.9M
14 Floyd Financial Group LLC 2.87% 46,418 $4.4M
15 Cascade Investment Group, INC. 2.81% 55,714 $5.0M
16 O'Connor Financial Group LLC 2.80% 88,038 $7.9M
17 Intellus Advisors LLC 2.63% 241,259 $21.7M
18 Investment Advisory Services Group LLC 2.49% 37,851 $3.4M
19 Warner Group LLC 2.36% 106,545 $9.6M
20 StoneCrest Wealth Management, Inc. 2.30% 79,976 $7.2M
21 Sherman Asset Management, Inc. 2.27% 32,577 $2.9M
22 Capital Asset Advisory Services LLC 2.19% 674,005 $60.6M
23 Concorde Asset Management, LLC 2.18% 41,875 $3.8M
24 Dunhill Financial, LLC 2.18% 118,022 $10.6M
25 Pacific Sun Financial Corp 2.17% 58,451 $5.3M
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 Exchange-Traded Fd (CIBR)

What does the Smart Money Trend signal show for CIBR?

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

More buyers than sellers — 61% buying: Last quarter: 489 funds were net buyers (168 opened a brand new position + 321 added to an existing one). Only 316 were sellers (252 trimmed + 64 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CIBR holders?

Elite ownership — 67% AUM from top-100 funds: 33 of 843 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in CIBR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CIBR?

48% of holders stayed for 2+ years: 410 out of 846 hedge funds have held CIBR 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.

Is it too late to buy First Tr Exchange-Traded Fd (CIBR) following the 2026 Q2 hedge fund 13F filings?

As of today, CIBR has moved -5.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.0% for the SPY sector ETF — an outperformance of -4.1%. Since the quarter end (June 30, 2026), CIBR has gained +5.2% vs +3.0% 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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