Quaker Invt Tr (OWNS) Hedge Fund Ownership (Q2 2026)

Quaker Invt Tr (OWNS)

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

Smart Money Signals — OWNS

Based on 29 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added OWNS 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

29 hedge funds hold OWNS right now — the highest count in 2.5 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding OWNS 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 — 79% buying

26 buying7 selling

Last quarter: 26 funds were net buyers (11 opened a brand new position + 15 added to an existing one). Only 7 were sellers (0 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 9 → 7 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 41% entered in last year

■ 24% conviction (2yr+) ■ 34% medium ■ 41% new

Only 7 funds (24%) 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.

📈

Growing discovery — still being found

5 → 4 → 9 → 7 → 11 new funds/Q

New funds entering each quarter: 4 → 9 → 7 → 11. A growing number of institutions are discovering OWNS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 31% veterans, 45% new entrants

■ 31% veterans ■ 24% 1-2yr ■ 45% new

Of 29 current holders: 9 (31%) held 2+ years, 7 held 1–2 years, 13 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds

2 of 29 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	29	25	16.0%
13F Shares	3M	3M	11.13%
Total Value	$52M	$47M	11.24%
New Positions	11	7	+4
Increased Positions	15	13	+2
Closed Positions	7	9	-2
Reduced Positions	0	4	-4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

16.0%

13F Shares

11.13%

Total Value

$52M

$47M

11.24%

New Positions

Increased Positions

Closed Positions

-2

Reduced Positions

-4

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

29 + investors

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

QUARTER:

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

Top 25 OWNS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	OneAscent Wealth Management LLC	0.76%	147,202	$2.5M
2	Skyline Advisors, Inc.	0.47%	86,279	$1.5M
3	OneAscent Financial Services LLC	0.45%	540,765	$9.3M
4	True Blue Financial, LLC	0.36%	48,914	$845K
5	Riverwater Partners LLC	0.34%	65,945	$1.1M
6	Tolleson Wealth Management, Inc.	0.29%	113,332	$2.0M
7	Allianz Se	0.23%	1,248,751	$21.6M
8	Orgel Wealth Management, LLC	0.10%	294,906	$5.1M
9	OneAscent Family Office, LLC	0.09%	10,480	$181K
10	Mason & Associates Inc	0.09%	30,716	$531K
11	PFG Investments, LLC	0.02%	36,005	$622K
12	Verus Capital Partners, LLC	0.02%	13,536	$228K
13	Midway Capital Research & Management	0.02%	1,443	$25K
14	First Pacific Financial	0.01%	5,727	$99K
15	RFG Advisory, LLC	0.01%	31,850	$550K
16	Atria Investments, Inc	0.00%	19,626	$339K
17	Integrated Wealth Concepts LLC	0.00%	38,819	$671K
18	Merit Financial Group, LLC	0.00%	21,645	$374K
19	EverSource Wealth Advisors, LLC	0.00%	2,752	$48K
20	Smartleaf Asset Management LLC	0.00%	1,676	$29K
21	LPL Financial LLC	0.00%	184,699	$3.2M
22	Wealth Enhancement Advisory Services, LLC	0.00%	22,090	$379K
23	New England Asset Management Inc	0.00%	300	$5K
24	NewEdge Advisors, LLC	0.00%	3,972	$69K
25	Farther Finance Advisors, LLC	0.00%	651	$11K

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 — Quaker Invt Tr (OWNS)

What does the Smart Money Trend signal show for OWNS?

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

More buyers than sellers — 79% buying: Last quarter: 26 funds were net buyers (11 opened a brand new position + 15 added to an existing one). Only 7 were sellers (0 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OWNS holders?

Smaller funds dominant — 6% AUM from top-100: 2 of 29 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OWNS?

Mostly new holders — 41% entered in last year: Only 7 funds (24%) 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.

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Quaker Invt Tr (OWNS)

Smart Money Signals — OWNS

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 79% buying

Steady new buyers — ~11 new funds per quarter

Mostly new holders — 41% entered in last year

Growing discovery — still being found

Mixed cohorts — 31% veterans, 45% new entrants

Smaller funds dominant — 6% AUM from top-100

Institutional Sentiment Summary — OWNS

Hedge Fund Ownership: OWNS

Market Analysis: OWNS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OWNS

Hedge Fund Positioning: OWNS

Statistics: OWNS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Quaker Invt Tr (OWNS)

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