Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (LMUB)

141 + 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
↑ +137
Streak
1Q ▲
Buyers last Q
98%

Smart Money Signals — LMUB

Based on 142 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 4Q
For 1 consecutive quarter, more hedge funds added LMUB 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
142 hedge funds hold LMUB 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 — +7000% more funds vs a year ago

fund count last 5Q
+140 new funds entered over the past year (+7000% 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 — 98% buying

140 buying3 selling
Last quarter: 140 funds were net buyers (138 opened a brand new position + 2 added to an existing one). Only 3 were sellers (2 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+138 vs last Q)

new funds entering per quarter
Funds opening a new LMUB position: 1 → 4 → 0 → 138. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 98% entered in last year

■ 0% conviction (2yr+) ■ 2% medium ■ 98% 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.
💎

Buying through price weakness — shares +6575%, value +6229%

Value
+6229%
Shares
+6575%
Last quarter: funds added +6575% more shares while total portfolio value only changed +6229%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

1 → 4 → 0 → 138 new funds/Q
New funds entering each quarter: 1 → 4 → 0 → 138. 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.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 142 current holders: 142 (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.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
7 of 142 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in LMUB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — LMUB

In 2026 Q1, 140 hedge funds were net buyers of LMUB (138 opened a new position, 2 added to an existing one), while 3 reduced or exited (2 trimmed, 1 sold completely) — a 98% buyer ratio, indicating clear institutional accumulation. 68% of total institutional value in LMUB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +137 funds (more new holders than closures). Total institutional holders: 142.

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.

Is It Too Late to Buy Ishares Tr (LMUB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LMUB has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
LMUB
nan%
SPY
+15.1%

LMUB outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
LMUB
nan%
SPY
+1.3%

Since the filing became public, LMUB outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: LMUB
141 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 141 5 2720.0%
13F Shares 30M 450K 6568.46%
Total Value $1.43B $23M 6222.31%
New Positions 137 0 +137
Increased Positions 2 2 -
Closed Positions 1 2 -1
Reduced Positions 2 1 +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: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

141 + investors

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

QUARTER:
Top 25 LMUB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 KM Capital Management Ltd. 13.95% 411,226 $20.7M
2 Buttonwood Financial Group, LLC 5.62% 183,054 $9.1M
3 Atlatl Advisers LLC 4.66% 125,775 $6.3M
4 LiftPoint Family Wealth Advisors LLC 2.72% 65,692 $3.3M
5 Watershed Private Wealth LLC 1.98% 127,016 $6.3M
6 Detalus Advisors, LLC 1.90% 166,954 $8.3M
7 One Wealth Capital Management, LLC 1.66% 74,907 $3.8M
8 Manhattan West Asset Management, LLC 1.55% 158,388 $7.9M
9 One Wealth Advisors, LLC 1.52% 243,858 $12.2M
10 Kelly Financial Services LLC 1.44% 119,658 $6.0M
11 True Vision MN LLC 1.21% 47,072 $2.4M
12 Conquis Financial LLC 1.18% 27,900 $1.4M
13 ONE Advisory Partners, LLC 1.11% 72,398 $3.6M
14 Tyche Wealth Partners LLC 0.99% 127,929 $6.4M
15 Icon Wealth Advisors, LLC 0.96% 293,216 $14.9M
16 May Hill Capital, LLC 0.87% 69,026 $3.4M
17 Core Wealth Advisors, LLC 0.77% 20,091 $1.0M
18 Theory Financial LLC 0.66% 37,773 $1.9M
19 Seeds Investor LLC 0.63% 91,318 $4.6M
20 Retirement Wealth Solutions LLC 0.59% 18,892 $943K
21 Polaris Investment Advisors, LLC 0.53% 14,628 $730K
22 Gen-Wealth Partners Inc 0.43% 27,380 $1.4M
23 Curtis Wealth Management LLC 0.41% 8,747 $437K
24 Keebeck Wealth Management 0.41% 72,825 $3.6M
25 Wealth Alliance, LLC 0.41% 82,376 $4.1M
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?

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

More buyers than sellers — 98% buying: Last quarter: 140 funds were net buyers (138 opened a brand new position + 2 added to an existing one). Only 3 were sellers (2 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LMUB holders?

Elite ownership — 68% AUM from top-100 funds: 7 of 142 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in LMUB. 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 LMUB?

Mostly new holders — 98% 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.

Is it too late to buy Ishares Tr (LMUB) following the 2026 Q1 hedge fund 13F filings?

As of today, LMUB has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), LMUB has gained nan% vs +15.1% 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.

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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