Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF SER SOLUTIONS (DSMC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
62%

Smart Money Signals — DSMC

Based on 26 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
26 hedge funds hold DSMC 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DSMC is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 62% buying

16 buying10 selling
Last quarter: 16 funds were net buyers (5 opened a brand new position + 11 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 4 → 6 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 27% long-term, 23% new

■ 27% conviction (2yr+) ■ 50% medium ■ 23% new
Of the 26 current holders: 7 (27%) held >2 years, 13 held 1–2 years, and 6 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~5 new funds/quarter

3 → 5 → 4 → 6 → 5 new funds/Q
New funds entering each quarter: 5 → 4 → 6 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 31% veterans, 27% new entrants

■ 31% veterans ■ 42% 1-2yr ■ 27% new
Of 26 current holders: 8 (31%) held 2+ years, 11 held 1–2 years, 7 (27%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
3 of 26 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — DSMC

In 2025 Q4, 16 hedge funds were net buyers of DSMC (5 opened a new position, 11 added to an existing one), while 10 reduced or exited (5 trimmed, 5 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 26.

Hedge Fund Ownership: DSMC

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

Market Analysis: DSMC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DSMC

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: DSMC
2026 Q1 Stats Unlock in 9 days 26 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 26 26 -
13F Shares 2M 2M -7.25%
Total Value $56M $61M -8.1%
New Positions 5 6 -1
Increased Positions 11 9 +2
Closed Positions 5 4 +1
Reduced Positions 5 6 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DSMC

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
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 --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

26 + investors

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

Top 18 institutional holders of DSMC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aspect Partners, LLC 2.52% 165,061 $6.2M
2 Berkeley, Inc 1.84% 146,193 $5.5M
3 Kathmere Capital Management, LLC 1.33% 577,309 $21.6M
4 Rothschild Wealth LLC 0.84% 246,950 $9.2M
5 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.70% 44,397 $1.7M
6 Indivisible Partners 0.66% 199,723 $7.5M
7 Resonant Capital Advisors, LLC 0.58% 295,376 $11.1M
8 Legacy Wealth Managment, LLC/ID 0.14% 7,404 $277K
9 Global View Capital Management LLC 0.14% 13,808 $517K
10 Crumly & Associates Inc. 0.12% 15,068 $564K
11 Accurate Wealth Management, LLC 0.12% 25,911 $974K
12 WealthCare Investment Partners, LLC 0.06% 5,856 $220K
13 Madison Asset Management, LLC 0.03% 62,066 $2.3M
14 Opal Wealth Advisors, LLC 0.01% 1,680 $63K
15 LPL Financial LLC 0.00% 18,638 $697K
16 Geneos Wealth Management Inc. 0.00% 200 $7K
17 UBS Group AG 0.00% 209 $8K
18 WELLS FARGO & COMPANY/MN 0.00% 72 $3K
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 — ETF SER SOLUTIONS (DSMC)

What does the Smart Money Trend signal show for DSMC?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for DSMC?

More buyers than sellers — 62% buying: Last quarter: 16 funds were net buyers (5 opened a brand new position + 11 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DSMC holders?

Smaller funds dominant — 1% AUM from top-100: 3 of 26 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DSMC?

Mixed — 27% long-term, 23% new: Of the 26 current holders: 7 (27%) held >2 years, 13 held 1–2 years, and 6 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.