Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (YMAR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
47%

Smart Money Signals — YMAR

Based on 69 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added YMAR 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
69 hedge funds hold YMAR 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 — +8% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

28 buying31 selling
Last quarter: 31 funds reduced or exited vs 28 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.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 8 → 12 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 26% medium ■ 30% new
30 out of 69 hedge funds have held YMAR 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.
💰

Value +27% but shares only +2% — price-driven

Value
+26%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +27%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

17 → 5 → 8 → 12 → 13 new funds/Q
New funds entering each quarter: 5 → 8 → 12 → 13. A growing number of institutions are discovering YMAR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 46% veterans vs 36% newcomers

■ 46% veterans ■ 17% 1-2yr ■ 36% new
Entry-cohort mix of 69 holders: 32 (46%) are 2+ year veterans, 12 entered 1–2 years ago, and 25 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
4 of 69 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Institutional Sentiment Summary — YMAR

In 2026 Q2, 28 hedge funds were net buyers of YMAR (13 opened a new position, 15 added to an existing one), while 31 reduced or exited (24 trimmed, 7 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 69.

Hedge Fund Ownership: YMAR

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

Market Analysis: YMAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YMAR

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: YMAR
69 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 69 63 9.52%
13F Shares 3M 3M 1.66%
Total Value $74M $58M 26.64%
New Positions 13 12 +1
Increased Positions 15 17 -2
Closed Positions 7 9 -2
Reduced Positions 24 21 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YMAR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

69 + investors

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

QUARTER:
Top 25 YMAR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Spectrum Asset Management, Inc. (NB/CA) 2.01% 252,509 $7.2M
2 Legacy Capital Wealth Partners, LLC 0.88% 162,062 $4.6M
3 Lionshead Wealth Management, LLC 0.28% 14,805 $424K
4 BIP Wealth, LLC 0.25% 308,886 $8.9M
5 Winnacle Wealth LLC 0.22% 11,496 $329K
6 Ifrah Financial Services, Inc. 0.22% 31,277 $896K
7 Signature Equity Partners, LLC 0.18% 13,908 $399K
8 Grantvest Financial Group LLC 0.18% 10,917 $313K
9 BFI Wealth Solutions, LLC 0.15% 7,000 $201K
10 SOA Wealth Advisors, LLC. 0.13% 26,670 $764K
11 Modern Wealth Management, LLC 0.12% 362,437 $10.4M
12 Crusonia Wealth Advisors LLC 0.10% 20,361 $583K
13 Maia Wealth LLC 0.09% 21,475 $615K
14 Diligent Investors, LLC 0.09% 13,946 $400K
15 DHJJ Financial Advisors, Ltd. 0.08% 10,212 $293K
16 Silver Oak Securities, Incorporated 0.07% 41,581 $1.2M
17 Claro Advisors Inc. 0.06% 19,971 $572K
18 Main Street Financial Solutions, LLC 0.05% 26,636 $729K
19 Integrity Financial Corp /WA 0.05% 3,831 $110K
20 Visionary Wealth Advisors 0.05% 40,201 $1.2M
21 Ignite Planners, LLC 0.04% 9,480 $272K
22 Fragasso Financial Advisors Inc 0.03% 20,368 $584K
23 Sloy Dahl & Holst, LLC 0.03% 8,500 $244K
24 Balboa Wealth Partners 0.03% 7,438 $213K
25 Hbw Advisory Services LLC 0.03% 10,824 $310K
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 — First Tr Exchng Traded Fd VI (YMAR)

What does the Smart Money Trend signal show for YMAR?

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

More sellers than buyers — 47% buying: Last quarter: 31 funds reduced or exited vs 28 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 YMAR holders?

Smaller funds dominant — 3% AUM from top-100: 4 of 69 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held YMAR?

43% of holders stayed for 2+ years: 30 out of 69 hedge funds have held YMAR 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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