Altshares Trust (ARB) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Altshares Trust (ARB) following the 2026 Q2 hedge fund 13F filings?

As of today, ARB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ARB gained +0.2% vs +3.5% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Altshares Trust (ARB)

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

Smart Money Signals — ARB

Based on 32 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added ARB 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 — 89% of 3.0Y peak

89% of all-time peak

32 funds currently hold this stock — 89% of the 3.0-year high of 36 funds (reached 2025 Q2). 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 ARB is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 61% buying

22 buying14 selling

Last quarter: 22 funds were net buyers (6 opened a brand new position + 16 added to an existing one). Only 14 were sellers (10 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 2 → 4 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 22% new

19 out of 32 hedge funds have held ARB 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 — ~6 new funds/quarter

3 → 7 → 2 → 4 → 6 new funds/Q

New funds entering each quarter: 7 → 2 → 4 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 62% veterans vs 25% newcomers

■ 62% veterans ■ 12% 1-2yr ■ 25% new

Entry-cohort mix of 32 holders: 20 (62%) are 2+ year veterans, 4 entered 1–2 years ago, and 8 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds

7 of 32 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	32	30	6.67%
13F Shares	3M	3M	1.69%
Total Value	$95M	$93M	2.6%
New Positions	6	4	+2
Increased Positions	16	18	-2
Closed Positions	4	4	-
Reduced Positions	10	7	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

6.67%

13F Shares

1.69%

Total Value

$95M

$93M

2.6%

New Positions

Increased Positions

-2

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

32 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ARB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Legend Financial Advisors, Inc.	3.54%	187,349	$5.5M
2	Cantor Fitzgerald Investment Advisors L.P.	1.34%	620,886	$18.2M
3	Sonoma Allocations LLC	0.61%	59,700	$1.8M
4	PFG Advisors	0.12%	87,164	$2.6M
5	Columbus Macro, LLC	0.10%	32,505	$953K
6	New York Life Investment Management LLC	0.09%	358,701	$10.5M
7	Diversify Wealth Management, LLC	0.07%	127,859	$3.8M
8	Dynamic Advisor Solutions LLC	0.07%	71,685	$2.1M
9	Prosperity Bancshares Inc	0.06%	2,695	$79K
10	EP Wealth Advisors, LLC	0.06%	395,986	$11.6M
11	Orion Porfolio Solutions, LLC	0.04%	163,051	$4.8M
12	Advisory Services Network, LLC	0.02%	63,586	$1.9M
13	Gts Securities LLC	0.02%	15,628	$458K
14	Steward Partners Investment Advisory, LLC	0.01%	64,266	$1.9M
15	Apollon Wealth Management, LLC	0.01%	18,711	$549K
16	HighTower Advisors, LLC	0.00%	141,307	$4.1M
17	Private Trust Co NA	0.00%	1,194	$35K
18	Osaic Holdings, INC.	0.00%	58,867	$1.7M
19	Envestnet Asset Management Inc	0.00%	244,552	$7.2M
20	Captrust Financial Advisors	0.00%	34,562	$1.0M
21	Cetera Investment Advisers	0.00%	53,975	$1.6M
22	Assetmark, Inc	0.00%	21,042	$617K
23	Citadel Advisors LLC	0.00%	223,598	$6.6M
24	Raymond James Financial Inc	0.00%	75,911	$2.2M
25	True Wealth Design, LLC	0.00%	54	$2K

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 — Altshares Trust (ARB)

What does the Smart Money Trend signal show for ARB?

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

More buyers than sellers — 61% buying: Last quarter: 22 funds were net buyers (6 opened a brand new position + 16 added to an existing one). Only 14 were sellers (10 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ARB holders?

Smaller funds dominant — 18% AUM from top-100: 7 of 32 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ARB?

59% of holders stayed for 2+ years: 19 out of 32 hedge funds have held ARB 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.

Is it too late to buy Altshares Trust (ARB) following the 2026 Q2 hedge fund 13F filings?

As of today, ARB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ARB has gained +0.2% vs +3.5% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Altshares Trust (ARB)

Smart Money Signals — ARB

Buying streak — 1 quarter in a row

High ownership — 89% of 3.0Y peak

Stable — ownership unchanged year-over-year

More buyers than sellers — 61% buying

Steady new buyers — ~6 new funds per quarter

59% of holders stayed for 2+ years

Steady discovery — ~6 new funds/quarter

Veteran-anchored — 62% veterans vs 25% newcomers

Smaller funds dominant — 18% AUM from top-100

Institutional Sentiment Summary — ARB

Hedge Fund Ownership: ARB

Market Analysis: ARB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ARB

Is It Too Late to Buy Altshares Trust (ARB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ARB

Statistics: ARB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Altshares Trust (ARB)

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