Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (AIQ)

530 + 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
↑ +69
Streak
11Q ▲
Buyers last Q
71%

Smart Money Signals — AIQ

Based on 523 hedge funds · latest filing: 2025 Q4 · 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
523 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 — +64% more funds vs a year ago

fund count last 6Q
+205 new funds entered over the past year (+64% 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 — 71% buying

346 buying144 selling
Last quarter: 346 funds were net buyers (110 opened a brand new position + 236 added to an existing one). Only 144 were sellers (103 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~110 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 53 → 82 → 107 → 110. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 43% entered in last year

■ 21% conviction (2yr+) ■ 36% medium ■ 43% new
Only 111 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

74 → 53 → 82 → 107 → 110 new funds/Q
New funds entering each quarter: 53 → 82 → 107 → 110. 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.
📊

Mixed cohorts — 21% veterans, 54% new entrants

■ 21% veterans ■ 25% 1-2yr ■ 54% new
Of 530 current holders: 112 (21%) held 2+ years, 131 held 1–2 years, 287 (54%) 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
17 of 523 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.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 9 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: AIQ
2026 Q1 Stats Unlock in 21 days 530 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 530 458 15.72%
13F Shares 76M 63M 20.62%
Total Value $3.84B $3.09B 24.19%
New Positions 113 108 +5
Increased Positions 243 240 +3
Closed Positions 42 35 +7
Reduced Positions 104 64 +40
Total Calls 6 3 100.0%
Total Puts 5 5 -
PUT/CALL Ratio 0.83 1.67 Neutral

Statistics: AIQ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

530 + investors

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

Top 25 institutional holders of AIQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arch Global Advisors, LLC 4.48% 184,112 $8.6M
2 Madrona Financial Services, LLC 3.31% 324,089 $15.1M
3 Richard P Slaughter Associates Inc 2.79% 277,008 $12.9M
4 Clarus Group, Inc. 2.20% 131,727 $6.1M
5 Green Ridge Wealth Planning LLC 1.84% 74,949 $3.5M
6 Balance Wealth, LLC 1.74% 119,743 $5.6M
7 Estate Planners Group, LLC 1.69% 76,654 $3.9M
8 Grange Capital, LLC 1.57% 33,869 $1.6M
9 5T Wealth, LLC 1.55% 84,037 $3.9M
10 Cooper Financial Group 1.55% 328,349 $15.3M
11 BYRNE FINANCIAL FREEDOM, LLC 1.52% 68,209 $3.2M
12 Centurion Wealth Management LLC 1.39% 132,549 $6.2M
13 Hobart Private Capital, LLC 1.26% 137,220 $6.4M
14 Black Swift Group, LLC 1.24% 151,360 $7.1M
15 James Reed Financial Services, Inc. 1.23% 30,413 $1.4M
16 Antonelli Financial Advisors, LLC 1.14% 35,473 $1.7M
17 Bravera Wealth 1.02% 40,174 $2.0M
18 Financial Guidance Group, Inc. 0.97% 51,921 $2.4M
19 American Institute for Advanced Investment Management, LLP 0.91% 30,249 $1.4M
20 Silverleafe Capital Partners, LLC 0.89% 64,530 $3.0M
21 BROWN WEALTH MANAGEMENT, LLC 0.82% 68,543 $3.2M
22 IAM Advisory, LLC 0.81% 77,166 $3.6M
23 Granite Group Advisors, LLC 0.70% 24,200 $1.2M
24 APS Management Group, Inc. 0.70% 17,482 $816K
25 HMS Capital Management, LLC 0.68% 37,828 $1.8M
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 — 71% buying: Last quarter: 346 funds were net buyers (110 opened a brand new position + 236 added to an existing one). Only 144 were sellers (103 trimmed + 41 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: 17 of 523 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?

Mostly new holders — 43% entered in last year: Only 111 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.