Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (SDIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
5Q ▲
Buyers last Q
68%

Smart Money Signals — SDIV

Based on 105 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added SDIV 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
105 hedge funds hold SDIV 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 — +35% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+35% 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 — 68% buying

67 buying31 selling
Last quarter: 67 funds were net buyers (19 opened a brand new position + 48 added to an existing one). Only 31 were sellers (20 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 23 → 15 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 23% medium ■ 24% new
56 out of 105 hedge funds have held SDIV 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.
➡️

Steady discovery — ~19 new funds/quarter

20 → 15 → 23 → 15 → 19 new funds/Q
New funds entering each quarter: 15 → 23 → 15 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 8% 1-2yr ■ 33% new
Of 106 current holders: 63 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
13 of 105 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Hedge Fund Ownership: SDIV

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

Market Analysis: SDIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SDIV

-- --

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.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: SDIV
2026 Q1 Stats Unlock in 10 days 106 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 106 98 8.16%
13F Shares 8M 7M 14.34%
Total Value $184M $160M 14.87%
New Positions 19 15 +4
Increased Positions 50 46 +4
Closed Positions 11 13 -2
Reduced Positions 20 20 -
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SDIV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

106 + investors

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

Top 25 institutional holders of SDIV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NFSG Corp 0.57% 137,181 $3.5M
2 Sterling Manor Financial, LLC 0.46% 28,872 $729K
3 C2C Wealth Management, LLC 0.35% 20,898 $408K
4 APS Management Group, Inc. 0.31% 14,523 $367K
5 FIFTH THIRD SECURITIES, INC. 0.21% 129,816 $3.3M
6 OPTIMA CAPITAL LLC 0.19% 16,242 $410K
7 Kingstone Capital Partners Texas, LLC 0.19% 12,057 $305K
8 KINGSWOOD WEALTH ADVISORS, LLC 0.14% 116,541 $2.9M
9 Goldstone Financial Group, LLC 0.11% 40,588 $1.0M
10 Fortis Group Advisors, LLC 0.09% 21,546 $563K
11 Fiduciary Alliance LLC 0.05% 32,875 $858K
12 KERR FINANCIAL PLANNING Corp 0.03% 1,089 $28K
13 SBI Securities Co., Ltd. 0.03% 41,230 $1.0M
14 Eagle Strategies LLC 0.03% 9,281 $234K
15 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% 80,519 $2.0M
16 Advocate Investing Services LLC 0.02% 1,100 $28K
17 Prospera Financial Services Inc 0.02% 49,536 $1.3M
18 KLCM Advisors, Inc. 0.02% 8,530 $215K
19 Sound View Wealth Advisors Group, LLC 0.02% 8,800 $222K
20 PFG Investments, LLC 0.01% 9,052 $229K
21 INDEPENDENT FINANCIAL GROUP, LLC 0.01% 12,685 $320K
22 Mutual Advisors, LLC 0.01% 17,650 $446K
23 Cambridge Investment Research Advisors, Inc. 0.01% 141,069 $4K
24 LPL Financial LLC 0.01% 1,067,030 $27.0M
25 Private Advisor Group, LLC 0.01% 50,489 $1.3M
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 — GLOBAL X FDS (SDIV)

What does the Smart Money Trend signal show for SDIV?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added SDIV 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 SDIV?

More buyers than sellers — 68% buying: Last quarter: 67 funds were net buyers (19 opened a brand new position + 48 added to an existing one). Only 31 were sellers (20 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SDIV holders?

Strong quality — 39% AUM from major funds: 13 of 105 holders rank in the top 100 by AUM, accounting for 39% 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 SDIV?

53% of holders stayed for 2+ years: 56 out of 105 hedge funds have held SDIV 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.