Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (LMUB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
40%

Smart Money Signals — LMUB

Based on 4 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 3Q
For 1 consecutive quarter, more hedge funds reduced or closed their LMUB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 67% of 1.0Y high

67% of all-time peak
Only 4 funds hold LMUB today versus a peak of 6 funds at 2025 Q3 — just 67% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
🟠

More sellers than buyers — 40% buying

2 buying3 selling
Last quarter: 3 funds reduced or exited vs 2 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~0 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 3 → 0. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 75% entered in last year

■ 0% conviction (2yr+) ■ 25% medium ■ 75% 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 — ~0 new funds/quarter

1 → 3 → 0 new funds/Q
New funds entering each quarter: 1 → 3 → 0. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 4 current holders: 4 (100%) entered in the past year, only 0 (0%) 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 — 0% AUM from top-100

0% from top-100 AUM funds
0 of 4 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — 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: LMUB

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

Market Analysis: LMUB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LMUB

-- --

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

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
0.5
/ 10
conviction
Hedge Fund Positioning: LMUB
2026 Q1 Stats Unlock in 15 days 4 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 4 6 -33.33%
13F Shares 444K 473K -6.04%
Total Value $22M $24M -5.24%
New Positions 0 3 -3
Increased Positions 2 2 -
Closed Positions 2 0 +2
Reduced Positions 1 0 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LMUB

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

4 + investors

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

Top 25 institutional holders of LMUB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Buttonwood Financial Group, LLC 5.62% 183,054 $9.1M
2 LiftPoint Family Wealth Advisors LLC 2.72% 65,692 $3.3M
3 WATERSHED PRIVATE WEALTH LLC 1.98% 127,016 $6.3M
4 Detalus Advisors, LLC 1.90% 166,954 $8.3M
5 ONE WEALTH CAPITAL MANAGEMENT, LLC 1.66% 74,907 $3.8M
6 One Wealth Advisors, LLC 1.52% 243,858 $12.2M
7 Kelly Financial Services LLC 1.44% 119,658 $6.0M
8 True Vision MN LLC 1.21% 47,072 $2.4M
9 ONE Advisory Partners, LLC 1.11% 72,398 $3.6M
10 CORE WEALTH ADVISORS, LLC 0.77% 20,091 $1.0M
11 Retirement Wealth Solutions LLC 0.59% 18,892 $943K
12 Polaris Investment Advisors, LLC 0.53% 14,628 $730K
13 PARK AVENUE SECURITIES LLC 0.43% 1,107,507 $55K
14 SMART Wealth LLC 0.40% 27,110 $1.4M
15 Apeiron RIA LLC 0.36% 30,905 $1.5M
16 LGT Financial Advisors LLC 0.35% 1,379 $69K
17 Able Wealth Management LLC 0.31% 23,553 $1.2M
18 PUREfi Wealth, LLC 0.29% 8,865 $443K
19 WealthShield Partners, LLC 0.29% 51,337 $2.6M
20 Archer Investment Management, LLC 0.28% 13,555 $677K
21 TSA Wealth Managment LLC 0.27% 16,906 $844K
22 Triad Wealth Partners, LLC 0.25% 64,256 $3.2M
23 RCS Financial Planning, LLC 0.25% 9,773 $488K
24 Stirlingshire Investments, Inc. 0.25% 5,725 $286K
25 Aegis Wealth Management, Inc. 0.24% 6,113 $305K
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 — ISHARES TR (LMUB)

What does the Smart Money Trend signal show for LMUB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LMUB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LMUB?

More sellers than buyers — 40% buying: Last quarter: 3 funds reduced or exited vs 2 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LMUB holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 4 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LMUB?

Mostly new holders — 75% 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.