Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PROSHARES TR (TDV)

66 + Investors. Track Smart Money conviction in TDV. 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
↑ +4
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — TDV

Based on 66 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TDV 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.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
66 funds currently hold this stock — 90% of the 3.0-year high of 73 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold TDV compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

29 buying33 selling
Last quarter: 33 funds reduced or exited vs 29 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new TDV position: 7 → 7 → 7 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 17% medium 21% new
41 out of 66 hedge funds have held TDV 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.
📈

Growing discovery — still being found

9 → 7 → 7 → 7 → 13 new funds/Q
New funds entering each quarter: 7 → 7 → 7 → 13. A growing number of institutions are discovering TDV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 14% 1-2yr 24% new
Of 66 current holders: 41 (62%) 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.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
9 of 66 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in TDV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — TDV

In 2025 Q4, 29 hedge funds were net buyers of TDV (13 opened a new position, 16 added to an existing one), while 33 reduced or exited (24 trimmed, 9 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 45% of total institutional value in TDV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 66.

Hedge Fund Ownership: TDV

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

Market Analysis: TDV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TDV

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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.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: TDV
2026 Q1 Stats Unlock in 7 days 66 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 66 62 6.45%
13F Shares 2M 2M -5.72%
Total Value $158M $167M -5.47%
New Positions 13 7 +6
Increased Positions 16 27 -11
Closed Positions 9 8 +1
Reduced Positions 24 20 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TDV

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Institutional Holders (2026 Q1)

66 + investors

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

Top 25 institutional holders of TDV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mendel Capital Management LLC 2.02% 47,426 $4.0M
2 Coston, McIsaac & Partners 0.68% 35,380 $3.0M
3 Emissary Wealth LLC 0.63% 7,959 $674K
4 WealthPLAN Partners, LLC 0.49% 29,817 $2.5M
5 TOTH FINANCIAL ADVISORY CORP 0.44% 47,182 $4.0M
6 MWA Asset Management 0.38% 8,587 $694K
7 Split Rock Private Trading & Wealth Management, LLC 0.31% 4,710 $399K
8 4WEALTH ADVISORS, INC. 0.30% 4,329 $355K
9 WealthPlan Investment Management, LLC 0.23% 48,091 $4.1M
10 AMJ Financial Wealth Management 0.23% 11,294 $957K
11 Concord Asset Management, LLC/VA 0.19% 13,357 $1.1M
12 Concord Wealth Partners 0.15% 13,357 $1.1M
13 Ascentis Independent Advisors 0.13% 20,333 $1.7M
14 Benson Wealth Management INC 0.10% 848 $72K
15 Rossby Financial, LCC 0.09% 5,424 $463K
16 CFS Investment Advisory Services, LLC 0.08% 11,891 $1.1M
17 Nova Wealth Management, Inc. 0.07% 1,339 $113K
18 Apollon Financial, LLC 0.06% 4,741 $402K
19 Global X Japan Co., Ltd. 0.04% 8,412 $713K
20 Sound View Wealth Advisors Group, LLC 0.03% 4,823 $409K
21 World Investment Advisors 0.03% 20,340 $1.7M
22 Geneos Wealth Management Inc. 0.02% 10,673 $904K
23 INDEPENDENT FINANCIAL GROUP, LLC 0.02% 7,354 $623K
24 MONEY CONCEPTS CAPITAL CORP 0.02% 3,402 $288K
25 COMMONWEALTH EQUITY SERVICES, LLC 0.02% 130,986 $11.1M
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 — PROSHARES TR (TDV)

What does the Smart Money Trend signal show for TDV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TDV 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 TDV?

More sellers than buyers — 47% buying: Last quarter: 33 funds reduced or exited vs 29 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for TDV holders?

Elite ownership — 45% AUM from top-100 funds: 9 of 66 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in TDV. 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 TDV?

62% of holders stayed for 2+ years: 41 out of 66 hedge funds have held TDV 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.