Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (DIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — DIV

Based on 126 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 DIV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
126 hedge funds hold DIV 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 — +8% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

61 buying61 selling
Last quarter: 61 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 12 → 28 → 20. 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.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 20% medium ■ 21% new
74 out of 126 hedge funds have held DIV 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.
🚀

Acceleration phase — new buyers rushing in

7 → 12 → 12 → 28 → 20 new funds/Q
New funds entering each quarter: 12 → 12 → 28 → 20. 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.
🏛️

Veteran-anchored — 65% veterans vs 18% newcomers

■ 65% veterans ■ 17% 1-2yr ■ 18% new
Entry-cohort mix of 126 holders: 82 (65%) are 2+ year veterans, 21 entered 1–2 years ago, and 23 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
19 of 126 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — DIV

In 2026 Q1, 61 hedge funds were net buyers of DIV (20 opened a new position, 41 added to an existing one), while 61 reduced or exited (34 trimmed, 27 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 37% of total institutional value in DIV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 126.

Hedge Fund Ownership: DIV

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

Market Analysis: DIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DIV

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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.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: DIV
2026 Q2 Stats Unlock in 1 days 125 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 125 133 -6.02%
13F Shares 10M 10M 0.17%
Total Value $182M $183M -0.46%
New Positions 19 28 -9
Increased Positions 41 48 -7
Closed Positions 27 13 +14
Reduced Positions 34 27 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DIV

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Institutional Holders (2026 Q2)

125 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DIV. 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 DIV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Keeler Thomas Management LLC 4.24% 627,865 $12.0M
2 Sherry Group, Inc. 2.24% 118,906 $2.3M
3 Fukoku Mutual Life Insurance Co 2.08% 1,873,000 $35.7M
4 SMART Wealth LLC 0.66% 161,278 $3.1M
5 Global X Japan Co., Ltd. 0.55% 785,840 $15.0M
6 Point Nemo Capital, LLC 0.46% 47,968 $914K
7 Rhodes Investment Advisors Inc /Adv 0.40% 28,899 $551K
8 Synergy Financial Group, LTD 0.24% 17,163 $327K
9 Retirement Planning Group, LLC / Ny 0.19% 18,761 $357K
10 Wealth Advisory Solutions, LLC 0.15% 38,880 $741K
11 Proficio Capital Partners LLC 0.14% 211,100 $4.0M
12 Caitlin John, LLC 0.14% 13,859 $264K
13 Triumph Capital Management 0.11% 30,478 $581K
14 Carroll Advisory Group, LLC 0.10% 15,219 $290K
15 Squire Investment Management Company, LLC 0.09% 20,200 $385K
16 Eagle Strategies LLC 0.09% 46,888 $893K
17 IHT Wealth Management, LLC 0.07% 162,964 $3.1M
18 Quest 10 Wealth Builders, Inc. 0.06% 4,312 $82K
19 Joseph P. Lucia & Associates, LLC 0.06% 10,920 $208K
20 Sequent Planning LLC 0.05% 13,118 $250K
21 Cypress Capital Group 0.05% 25,319 $482K
22 SeaCrest Wealth Management, LLC 0.04% 20,400 $389K
23 Advyzon Investment Management, LLC 0.04% 29,429 $561K
24 Founders Financial Alliance, LLC 0.04% 14,386 $274K
25 Burnham & Co LLC 0.03% 2,275 $43K
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 — Global X Fds (DIV)

What does the Smart Money Trend signal show for DIV?

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

Slight buying edge — 50% buying: Last quarter: 61 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DIV holders?

Strong quality — 37% AUM from major funds: 19 of 126 holders rank in the top 100 by AUM, accounting for 37% 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 DIV?

59% of holders stayed for 2+ years: 74 out of 126 hedge funds have held DIV 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.

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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