Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Exchange Listed Fds Tr (TDSC)

16 + Investors. Track Smart Money conviction in TDSC. 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
↓ -1
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — TDSC

Based on 17 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TDSC 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 — 89% of 3.0Y peak

89% of all-time peak
17 funds currently hold this stock — 89% of the 3.0-year high of 19 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

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

Slight buying edge — 53% buying

10 buying9 selling
Last quarter: 10 funds bought or added vs 9 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 — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 3 → 3 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 41% medium 12% new
8 out of 17 hedge funds have held TDSC 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 — ~3 new funds/quarter

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

Veteran-anchored — 65% veterans vs 24% newcomers

65% veterans 12% 1-2yr 24% new
Entry-cohort mix of 17 holders: 11 (65%) are 2+ year veterans, 2 entered 1–2 years ago, and 4 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
2 of 16 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — TDSC

In 2026 Q2, 10 hedge funds were net buyers of TDSC (3 opened a new position, 7 added to an existing one), while 9 reduced or exited (5 trimmed, 4 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 17.

Hedge Fund Ownership: TDSC

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

Market Analysis: TDSC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TDSC

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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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: TDSC
16 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 16 18 -11.11%
13F Shares 3M 3M -15.46%
Total Value $76M $84M -9.79%
New Positions 3 3 -
Increased Positions 7 5 +2
Closed Positions 4 2 +2
Reduced Positions 5 9 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TDSC

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Institutional Holders (2026 Q2)

16 + investors

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

QUARTER:
Top 17 TDSC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Foundations Investment Advisors, LLC 0.68% 2,369,018 $65.7M
2 Aegis Wealth Management, Inc. 0.55% 30,586 $849K
3 Signal Advisors Wealth, LLC 0.16% 113,640 $3.2M
4 GeoWealth Management, LLC 0.05% 62,479 $1.7M
5 Triad Wealth Partners, LLC 0.02% 14,543 $403K
6 Gts Securities LLC 0.02% 39,646 $1.1M
7 Continuum Advisory, LLC 0.02% 9,274 $257K
8 AE Wealth Management LLC 0.01% 57,910 $1.6M
9 Mutual Advisors, LLC 0.01% 13,249 $368K
10 Geneos Wealth Management Inc. 0.00% 864 $24K
11 Harbour Investments, INC. 0.00% 939 $26K
12 Susquehanna International Group, LLP 0.00% 29,908 $830K
13 Northwestern Mutual Wealth Management Co 0.00% 267 $7K
14 Qube Research & Technologies Ltd 0.00% 115 $3K
15 Beacon Capital Management, Inc. 0.00%
16 Assetmark, Inc 0.00% 1
17 Morgan Stanley 0.00% 2
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 — Exchange Listed Fds Tr (TDSC)

What does the Smart Money Trend signal show for TDSC?

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

Slight buying edge — 53% buying: Last quarter: 10 funds bought or added vs 9 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 TDSC holders?

Smaller funds dominant — 0% AUM from top-100: 2 of 16 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TDSC?

47% of holders stayed for 2+ years: 8 out of 17 hedge funds have held TDSC 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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