Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPROTT FDS TR (COPJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
3Q ▲
Buyers last Q
81%

Smart Money Signals — COPJ

Based on 30 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added COPJ 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
30 hedge funds hold COPJ 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.
🚀

Fast accumulation — +275% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+275% 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 — 81% buying

26 buying6 selling
Last quarter: 26 funds were net buyers (17 opened a brand new position + 9 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new COPJ position: 1 → 5 → 7 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 67% entered in last year

■ 10% conviction (2yr+) ■ 23% medium ■ 67% new
Only 3 funds (10%) 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.
🚀

Acceleration phase — new buyers rushing in

2 → 1 → 5 → 7 → 17 new funds/Q
New funds entering each quarter: 1 → 5 → 7 → 17. 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 — 68% of holders entered in last year

■ 15% veterans ■ 18% 1-2yr ■ 68% new
Of 34 current holders: 23 (68%) entered in the past year, only 5 (15%) 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.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
10 of 30 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in COPJ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — 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 — COPJ

In 2026 Q1, 26 hedge funds were net buyers of COPJ (17 opened a new position, 9 added to an existing one), while 6 reduced or exited (5 trimmed, 1 sold completely) — a 81% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 66% of total institutional value in COPJ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 30.

Hedge Fund Ownership: COPJ

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

Market Analysis: COPJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: COPJ

-- --

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

Is It Too Late to Buy SPROTT FDS TR (COPJ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much COPJ 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 · 53d ago
COPJ
+11.9%
SPY
+14.7%

COPJ outperformed SPY by -2.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 8d ago
COPJ
-6.6%
SPY
+0.9%

Since the filing became public, COPJ outperformed SPY by -7.5% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: COPJ
30 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 30 14 114.29%
13F Shares 632K 291K 117.22%
Total Value $24M $11M 108.04%
New Positions 17 7 +10
Increased Positions 9 3 +6
Closed Positions 1 4 -3
Reduced Positions 3 2 +1
Total Calls 3 2 50.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: COPJ

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

30 + investors

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

QUARTER:
Top 25 institutional holders of COPJ — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Riggs Asset Managment Co. Inc. 0.75% 92,983 $3.6M
2 RICHARDS, MERRILL & PETERSON, INC. 0.14% 9,725 $379K
3 OLD MISSION CAPITAL LLC 0.01% 10,723 $418K
4 Trifecta Capital Advisors, LLC 0.01% 1,000 $39K
5 BENJAMIN EDWARDS INC 0.00% 7,503 $292K
6 Cambridge Investment Research Advisors, Inc. 0.00% 25,569 —
7 JANE STREET GROUP, LLC 0.00% 205,053 $8.0M
8 TD Waterhouse Canada Inc. 0.00% 3,090 $271K
9 HM PAYSON & CO 0.00% 1,200 $47K
10 PNC FINANCIAL SERVICES GROUP, INC. 0.00% 26,938 $1.0M
11 Cetera Investment Advisers 0.00% 13,712 $534K
12 HighTower Advisors, LLC 0.00% 10,770 $420K
13 AdvisorNet Financial, Inc 0.00% 200 $8K
14 CIBC WORLD MARKET INC. 0.00% 6,269 $244K
15 GROUP ONE TRADING LLC 0.00% 4,978 $194K
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 5,518 $215K
17 HARBOUR INVESTMENTS, INC. 0.00% 473 $18K
18 RAYMOND JAMES FINANCIAL INC 0.00% 20,534 $800K
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 49,005 $1.9M
20 CITADEL ADVISORS LLC 0.00% 33,000 $1.3M
21 OSAIC HOLDINGS, INC. 0.00% 3,241 $126K
22 SIMPLEX TRADING, LLC 0.00% 6,916 $270K
23 IMC-Chicago, LLC 0.00% 11,687 $455K
24 CITADEL ADVISORS LLC 0.00% 22,524 $878K
25 ENVESTNET ASSET MANAGEMENT INC 0.00% 11,145 $434K
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 — SPROTT FDS TR (COPJ)

What does the Smart Money Trend signal show for COPJ?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added COPJ 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 COPJ?

More buyers than sellers — 81% buying: Last quarter: 26 funds were net buyers (17 opened a brand new position + 9 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for COPJ holders?

Elite ownership — 66% AUM from top-100 funds: 10 of 30 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in COPJ. 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 COPJ?

Mostly new holders — 67% entered in last year: Only 3 funds (10%) 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 SPROTT FDS TR (COPJ) following the 2026 Q1 hedge fund 13F filings?

As of today, COPJ has moved -6.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of -7.5%. Since the quarter end (March 31, 2026), COPJ has gained +11.9% vs +14.7% 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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