Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Listed Fds Tr (HLAL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — HLAL

Based on 61 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added HLAL 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
61 hedge funds hold HLAL 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 — +33% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+33% 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 — 60% buying

37 buying25 selling
Last quarter: 37 funds were net buyers (18 opened a brand new position + 19 added to an existing one). Only 25 were sellers (15 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new HLAL position: 3 → 10 → 10 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

46% conviction (2yr+) 26% medium 28% new
28 out of 61 hedge funds have held HLAL 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 +21% but shares only +0% — price-driven

Value
+20%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +21%, but actual share count only changed +0%. 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.
🚀

Acceleration phase — new buyers rushing in

8 → 3 → 10 → 10 → 18 new funds/Q
New funds entering each quarter: 3 → 10 → 10 → 18. 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.
🏛️

Veteran-anchored — 48% veterans vs 34% newcomers

48% veterans 18% 1-2yr 34% new
Entry-cohort mix of 61 holders: 29 (48%) are 2+ year veterans, 11 entered 1–2 years ago, and 21 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
13 of 61 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — HLAL

In 2026 Q2, 37 hedge funds were net buyers of HLAL (18 opened a new position, 19 added to an existing one), while 25 reduced or exited (15 trimmed, 10 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in HLAL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 61.

Hedge Fund Ownership: HLAL

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

Market Analysis: HLAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HLAL

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

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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
0.3
/ 10
conviction
Hedge Fund Positioning: HLAL
61 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 61 53 15.09%
13F Shares 573K 572K 0.21%
Total Value $41M $34M 20.94%
New Positions 18 10 +8
Increased Positions 19 22 -3
Closed Positions 10 9 +1
Reduced Positions 15 16 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HLAL

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Institutional Holders (2026 Q2)

61 + investors

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

QUARTER:
Top 25 HLAL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cerro Pacific Wealth Advisors LLC 0.41% 25,122 $1.8M
2 BLVD Private Wealth, LLC 0.23% 4,360 $311K
3 Kaizen Financial Strategies 0.18% 7,993 $567K
4 Compass Capital Corp /Ma/ /Adv 0.18% 7,631 $558K
5 Foundation Wealth Management, LLC 0.14% 3,390 $242K
6 Stanich Group LLC 0.14% 3,100 $221K
7 Murphy & Mullick Capital Management Corp 0.08% 1,700 $121K
8 Strengthening Families & Communities, LLC 0.07% 4,164 $297K
9 Walkner Condon Financial Advisors LLC 0.07% 7,954 $568K
10 Timbuktu Capital Management, LLC 0.05% 500 $36K
11 RFG Advisory, LLC 0.05% 41,657 $3.0M
12 Mission Wealth Management, LP 0.03% 36,360 $2.6M
13 Valeo Financial Advisors, LLC 0.02% 16,399 $1.2M
14 Sepio Capital, LP 0.02% 6,718 $480K
15 Providence Capital Advisors, LLC 0.02% 2,207 $158K
16 Purpose Unlimited Inc. 0.02% 8,467 $618K
17 Main Street Financial Solutions, LLC 0.02% 4,787 $284K
18 Farther Finance Advisors, LLC 0.02% 35,023 $2.5M
19 Pacific Center for Financial Services 0.02% 978 $70K
20 Falcon Wealth Planning 0.01% 2,950 $211K
21 Money Concepts Capital Corp 0.01% 3,892 $278K
22 Snowden Capital Advisors LLC 0.01% 7,111 $508K
23 Strategic Blueprint, LLC 0.01% 3,331 $238K
24 Sequoia Financial Advisors, LLC 0.01% 30,428 $2.2M
25 Tower Research Capital LLC (TRC) 0.01% 4,179 $298K
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 — Listed Fds Tr (HLAL)

What does the Smart Money Trend signal show for HLAL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HLAL 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 HLAL?

More buyers than sellers — 60% buying: Last quarter: 37 funds were net buyers (18 opened a brand new position + 19 added to an existing one). Only 25 were sellers (15 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HLAL holders?

Strong quality — 22% AUM from major funds: 13 of 61 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HLAL?

46% of holders stayed for 2+ years: 28 out of 61 hedge funds have held HLAL 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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