Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alps ETF Tr (SDOG)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — SDOG

Based on 164 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SDOG 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
164 hedge funds hold SDOG 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 — +12% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

79 buying54 selling
Last quarter: 79 funds bought or added vs 54 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.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 8 → 21 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 19% medium 17% new
105 out of 164 hedge funds have held SDOG 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

14 → 18 → 8 → 21 → 21 new funds/Q
New funds entering each quarter: 18 → 8 → 21 → 21. 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 — 68% veterans vs 21% newcomers

68% veterans 12% 1-2yr 21% new
Entry-cohort mix of 164 holders: 111 (68%) are 2+ year veterans, 19 entered 1–2 years ago, and 34 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
21 of 164 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in SDOG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — SDOG

In 2026 Q1, 79 hedge funds were net buyers of SDOG (21 opened a new position, 58 added to an existing one), while 54 reduced or exited (38 trimmed, 16 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 66% of total institutional value in SDOG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 164.

Hedge Fund Ownership: SDOG

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

Market Analysis: SDOG

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: SDOG

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: SDOG
167 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 167 164 1.83%
13F Shares 7M 7M -2.31%
Total Value $450M $438M 2.72%
New Positions 24 21 +3
Increased Positions 45 58 -13
Closed Positions 21 16 +5
Reduced Positions 53 38 +15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SDOG

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Institutional Holders (2026 Q2)

167 + investors

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

QUARTER:
Top 25 SDOG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Del-Sette Capital Management, LLC 4.32% 108,553 $7.4M
2 Mtm Financial Group, LLC 2.05% 70,129 $4.8M
3 Capital Investment Counsel, LLC 0.79% 94,096 $6.4M
4 Joseph P. Lucia & Associates, LLC 0.76% 37,026 $2.5M
5 Sage Capital Management, LLC 0.76% 28,381 $1.9M
6 TMB Capital Partners, LLC 0.70% 33,031 $2.3M
7 JPL Wealth Management, LLC 0.60% 44,643 $3.0M
8 Capstone Wealth Management Group, Inc. 0.40% 9,825 $670K
9 Parvin Asset Management, LLC 0.40% 7,521 $513K
10 Madden Advisory Services, Inc. 0.31% 12,706 $867K
11 Cathy Pareto & Associates, Inc 0.29% 7,214 $492K
12 BKM Wealth Management, LLC 0.28% 11,455 $781K
13 Allied Private Wealth LLC 0.27% 5,974 $414K
14 Wealthcare Capital Partners, LLC 0.23% 8,272 $564K
15 Strategic Financial Concepts, LLC 0.17% 8,180 $558K
16 Cypress Wealth Services, LLC 0.16% 18,849 $1.3M
17 Sweeney & Michel, LLC 0.15% 8,089 $585K
18 Dynamic Advisor Solutions LLC 0.14% 72,999 $5.0M
19 Summit Financial Wealth Advisors, LLC 0.13% 15,225 $1.0M
20 TCFG Investment Advisors, LLC 0.12% 5,333 $364K
21 Pinnacle Bancorp, Inc. 0.12% 6,700 $457K
22 Money Concepts Capital Corp 0.11% 35,174 $2.4M
23 Delta Capital Management LLC 0.10% 3,300 $225K
24 Meridian Wealth Management, LLC 0.10% 46,505 $3.2M
25 Ballast Rock Private Wealth LLC 0.10% 3,056 $208K
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 — Alps ETF Tr (SDOG)

What does the Smart Money Trend signal show for SDOG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SDOG 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 SDOG?

Slight buying edge — 59% buying: Last quarter: 79 funds bought or added vs 54 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 SDOG holders?

Elite ownership — 66% AUM from top-100 funds: 21 of 164 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in SDOG. 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 SDOG?

64% of holders stayed for 2+ years: 105 out of 164 hedge funds have held SDOG 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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