Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dbx ETF Tr (CRTC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — CRTC

Based on 26 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CRTC 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 — 93% of 2.8Y peak

93% of all-time peak
26 funds currently hold this stock — 93% of the 2.8-year high of 28 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+30% 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 sellers than buyers — 41% buying

12 buying17 selling
Last quarter: 17 funds reduced or exited vs 12 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 (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 10 → 2. 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 — 35% entered in last year

■ 12% conviction (2yr+) ■ 54% medium ■ 35% new
Only 3 funds (12%) 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.
➡️

Steady discovery — ~2 new funds/quarter

7 → 3 → 4 → 10 → 2 new funds/Q
New funds entering each quarter: 3 → 4 → 10 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 4% veterans, 50% new entrants

■ 4% veterans ■ 46% 1-2yr ■ 50% new
Of 26 current holders: 1 (4%) held 2+ years, 12 held 1–2 years, 13 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
9 of 26 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — CRTC

In 2026 Q1, 12 hedge funds were net buyers of CRTC (2 opened a new position, 10 added to an existing one), while 17 reduced or exited (13 trimmed, 4 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 26.

Hedge Fund Ownership: CRTC

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

Market Analysis: CRTC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRTC

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: CRTC
2026 Q2 Stats Unlock in 1 days 26 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 26 27 -3.7%
13F Shares 3M 3M -5.27%
Total Value $99M $109M -9.52%
New Positions 2 10 -8
Increased Positions 10 9 +1
Closed Positions 3 3 -
Reduced Positions 13 6 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CRTC

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Institutional Holders (2026 Q2)

26 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 CRTC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crosspoint Financial, LLC 2.49% 27,899 $1.1M
2 WCG Wealth Advisors LLC 1.78% 1,926,232 $75.1M
3 Prosperity Financial Group, Inc. 0.98% 81,209 $3.2M
4 Archford Capital Strategies, LLC 0.11% 28,972 $1.1M
5 Goldstone Financial Group, LLC 0.07% 19,546 $762K
6 Old Mission Capital LLC 0.04% 68,116 $2.7M
7 Delta Investment Management, LLC 0.04% 6,256 $244K
8 Advyzon Investment Management, LLC 0.03% 10,356 $404K
9 Dynamic Advisor Solutions LLC 0.02% 19,040 $742K
10 Mirae Asset Global Investments Co., Ltd. 0.01% 180,000 $7.0M
11 Wealth Enhancement Advisory Services, LLC 0.01% 146,189 $5.7M
12 Cape Investment Advisory, Inc. 0.01% 907 $35K
13 Commonwealth Equity Services, LLC 0.01% 146,453 $5.7M
14 World Investment Advisors 0.01% 11,585 $411K
15 Farther Finance Advisors, LLC 0.01% 21,085 $822K
16 SHP Wealth Management 0.01% 2,031 $79K
17 Golden State Wealth Management, LLC 0.00% 1,040 $41K
18 Cetera Investment Advisers 0.00% 81,482 $3.2M
19 LPL Financial LLC 0.00% 178,490 $7.0M
20 Envestnet Asset Management Inc 0.00% 76,839 $3.0M
21 Royal Bank of Canada 0.00% 68,071 $2.7M
22 Citadel Advisors LLC 0.00% 24,993 $974K
23 Morgan Stanley 0.00% 45,004 $1.8M
24 Jane Street Group, LLC 0.00% 20,248 $789K
25 Osaic Holdings, INC. 0.00% 594 $23K
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 — Dbx ETF Tr (CRTC)

What does the Smart Money Trend signal show for CRTC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CRTC 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 CRTC?

More sellers than buyers — 41% buying: Last quarter: 17 funds reduced or exited vs 12 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 CRTC holders?

Smaller funds dominant — 16% AUM from top-100: 9 of 26 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CRTC?

Mostly new holders — 35% entered in last year: Only 3 funds (12%) 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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