Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Advisors Inner Circle Fd III (GQGU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
4Q ▲
Buyers last Q
88%

Smart Money Signals — GQGU

Based on 42 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 consecutive quarters, more hedge funds added GQGU 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
42 hedge funds hold GQGU right now — the highest count in 1.2 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 — +4100% more funds vs a year ago

fund count last 5Q
+41 new funds entered over the past year (+4100% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 88% buying

35 buying5 selling
Last quarter: 35 funds were net buyers (9 opened a brand new position + 26 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 11 → 17 → 9. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 76% entered in last year

■ 0% conviction (2yr+) ■ 24% medium ■ 76% new
Only 0 funds (0%) 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.
➡️

Steady discovery — ~9 new funds/quarter

16 → 11 → 17 → 9 new funds/Q
New funds entering each quarter: 16 → 11 → 17 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 98% of holders entered in last year

■ 2% veterans ■ 0% 1-2yr ■ 98% new
Of 42 current holders: 41 (98%) entered in the past year, only 1 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
6 of 42 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.9
out of 10
Moderate Exit Risk
Exit risk score 6.9/10 — 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.

Institutional Sentiment Summary — GQGU

In 2026 Q2, 35 hedge funds were net buyers of GQGU (9 opened a new position, 26 added to an existing one), while 5 reduced or exited (2 trimmed, 3 sold completely) — a 88% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 42.

Hedge Fund Ownership: GQGU

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

Market Analysis: GQGU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GQGU

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: GQGU
42 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 42 36 16.67%
13F Shares 15M 12M 22.35%
Total Value $386M $335M 15.25%
New Positions 9 17 -8
Increased Positions 26 16 +10
Closed Positions 3 4 -1
Reduced Positions 2 3 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GQGU

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Institutional Holders (2026 Q2)

42 + investors

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

QUARTER:
Top 25 GQGU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Opal Wealth Advisors, LLC 8.75% 1,594,863 $40.5M
2 Tectonic Advisors LLC 3.66% 2,995,212 $76.1M
3 Legacy Advisors, LLC 2.27% 958,503 $24.3M
4 NCM Capital Management, LLC 0.92% 118,119 $3.0M
5 Forvis Mazars Wealth Advisors, LLC 0.63% 1,475,970 $37.5M
6 Rwa Wealth Partners, LLC 0.46% 1,895,192 $48.1M
7 Benjamin Edwards Inc 0.45% 1,961,663 $49.8M
8 TPG Advisors LLC 0.38% 27,489 $698K
9 Cambridge Associates LLC /Ma/ /Adv 0.32% 875,949 $22.2M
10 Ledyard National Bank 0.30% 145,775 $3.7M
11 Weil Company, Inc. 0.23% 52,466 $1.3M
12 CWC Advisors, LLC. 0.13% 11,806 $300K
13 United Advisor Group, LLC 0.13% 49,098 $1.2M
14 Well Done, LLC 0.12% 36,397 $924K
15 Sittner & Nelson, LLC 0.12% 14,478 $368K
16 Essex Financial Services, Inc. 0.10% 77,190 $2.0M
17 Prostatis Group LLC 0.09% 15,960 $405K
18 Jefferies Financial Group Inc. 0.08% 459,611 $11.7M
19 Shah Wealth Advisors, LLC 0.06% 10,813 $275K
20 IFP Advisors, Inc 0.05% 99,912 $2.5M
21 one8zero8, LLC 0.04% 8,000 $203K
22 Pittenger & Anderson Inc 0.03% 32,050 $814K
23 Stratos Wealth Partners, LTD. 0.02% 83,173 $2.1M
24 Wealth Enhancement Advisory Services, LLC 0.02% 404,100 $10.5M
25 Waverly Advisors, LLC 0.02% 108,647 $2.8M
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 — Advisors Inner Circle Fd III (GQGU)

What does the Smart Money Trend signal show for GQGU?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added GQGU 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 GQGU?

More buyers than sellers — 88% buying: Last quarter: 35 funds were net buyers (9 opened a brand new position + 26 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GQGU holders?

Smaller funds dominant — 1% AUM from top-100: 6 of 42 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GQGU?

Mostly new holders — 76% entered in last year: Only 0 funds (0%) 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.

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