Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (AIQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +123
Streak
11Q ▲
Buyers last Q
66%

Smart Money Signals — AIQ

Based on 692 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added AIQ 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
692 hedge funds hold AIQ 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 — +72% more funds vs a year ago

fund count last 6Q
+290 new funds entered over the past year (+72% 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 — 66% buying

407 buying213 selling
Last quarter: 407 funds were net buyers (172 opened a brand new position + 235 added to an existing one). Only 213 were sellers (164 trimmed + 49 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+97 vs last Q)

new funds entering per quarter
Funds opening a new AIQ position: 113 → 118 → 75 → 172. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 27% long-term, 38% new

■ 27% conviction (2yr+) ■ 35% medium ■ 38% new
Of the 692 current holders: 184 (27%) held >2 years, 243 held 1–2 years, and 265 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+37% value, -2% shares)

Value
+37%
Shares
-2%
Last quarter: total value of institutional AIQ holdings rose +37% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~172 new funds/quarter

89 → 113 → 118 → 75 → 172 new funds/Q
New funds entering each quarter: 113 → 118 → 75 → 172. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 27% veterans, 53% new entrants

■ 27% veterans ■ 20% 1-2yr ■ 53% new
Of 703 current holders: 187 (27%) held 2+ years, 143 held 1–2 years, 373 (53%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
33 of 689 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in AIQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — AIQ

In 2026 Q2, 407 hedge funds were net buyers of AIQ (172 opened a new position, 235 added to an existing one), while 213 reduced or exited (164 trimmed, 49 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 66% of total institutional value in AIQ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +123 funds (more new holders than closures). Total institutional holders: 692.

Hedge Fund Ownership: AIQ

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

Market Analysis: AIQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AIQ

-- --

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.

22 top-rated funds 8 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: AIQ
685 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 685 569 20.39%
13F Shares 81M 83M -2.44%
Total Value $5.27B $3.85B 37.08%
New Positions 169 75 +94
Increased Positions 235 260 -25
Closed Positions 50 57 -7
Reduced Positions 159 139 +20
Total Calls 4 5 -20.0%
Total Puts 9 5 80.0%
PUT/CALL Ratio 2.25 1.0 Bearish

Statistics: AIQ

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Institutional Holders (2026 Q2)

685 + investors

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

QUARTER:
Top 25 AIQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AYAL Capital Advisors Ltd 8.78% 494,500 $32.4M
2 Taylor Securities Services, Inc. 5.65% 211,738 $13.9M
3 Arch Global Advisors, LLC 5.33% 183,731 $12.1M
4 Vista Finance, LLC 5.22% 142,330 $9.3M
5 Adapt Wealth Advisors, LLC 4.59% 213,783 $14.0M
6 Solutions 4 Wealth, Ltd 4.11% 48,494 $3.2M
7 Madrona Financial Services, LLC 4.02% 332,747 $21.8M
8 Richard P Slaughter Associates Inc 3.60% 280,091 $18.4M
9 Prudent Investors Network, INC. 3.13% 246,460 $16.2M
10 Clarus Group, Inc. 2.87% 128,899 $8.5M
11 Valley Wealth Managers, INC. 2.34% 618,352 $40.6M
12 Pillsbury Lake Capital LLC 2.29% 127,765 $8.4M
13 Grange Capital, LLC 2.26% 37,426 $2.5M
14 ArborFi Advisors, LLC 2.06% 43,248 $2.8M
15 Estate Planners Group, LLC 1.98% 66,589 $4.4M
16 Decker Wealth Management LLC 1.96% 140,915 $9.2M
17 Green Ridge Wealth Planning LLC 1.93% 70,113 $4.6M
18 5T Wealth, LLC 1.91% 78,048 $5.1M
19 WJ Wealth Management, LLC 1.88% 72,759 $4.8M
20 Cooper Financial Group 1.88% 345,788 $22.7M
21 Aspen Wealth Strategies, LLC 1.85% 58,370 $3.8M
22 Benson Wealth Management INC 1.83% 27,752 $1.8M
23 Balance Wealth Partners LLC 1.82% 104,392 $6.8M
24 Curtis Advisory Group, LLC 1.82% 142,798 $9.4M
25 Perissos Private Wealth Management, LLC 1.77% 39,959 $2.6M
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 (AIQ)

What does the Smart Money Trend signal show for AIQ?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added AIQ 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 AIQ?

More buyers than sellers — 66% buying: Last quarter: 407 funds were net buyers (172 opened a brand new position + 235 added to an existing one). Only 213 were sellers (164 trimmed + 49 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AIQ holders?

Elite ownership — 66% AUM from top-100 funds: 33 of 689 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in AIQ. 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 AIQ?

Mixed — 27% long-term, 38% new: Of the 692 current holders: 184 (27%) held >2 years, 243 held 1–2 years, and 265 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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