Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FLEXSHARES TR (QDEF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
53%

Smart Money Signals — QDEF

Based on 91 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
91 hedge funds hold QDEF 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

39 buying35 selling
Last quarter: 39 funds bought or added vs 35 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 5 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 22% medium ■ 14% new
58 out of 91 hedge funds have held QDEF 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.
📊

Peak discovery — momentum slowing

7 → 13 → 5 → 8 → 7 new funds/Q
New funds entering each quarter: 13 → 5 → 8 → 7. QDEF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 8% 1-2yr ■ 26% new
Of 91 current holders: 60 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 81% AUM from top-100 funds

81% from top-100 AUM funds
17 of 91 holders are among the 100 largest funds by AUM, controlling 81% of total institutional value in QDEF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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: QDEF

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

Market Analysis: QDEF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QDEF

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 1 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: QDEF
2026 Q1 Stats Unlock in 22 days 91 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 91 92 -1.09%
13F Shares 5M 5M 0.4%
Total Value $382M $376M 1.63%
New Positions 7 8 -1
Increased Positions 33 34 -1
Closed Positions 7 3 +4
Reduced Positions 28 25 +3
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QDEF

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

91 + investors

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

Top 25 institutional holders of QDEF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RVW Wealth, LLC 0.50% 80,662 $6.4M
2 WT Wealth Management 0.47% 19,734 $1.6M
3 CAMBIENT FAMILY OFFICE, LLC 0.13% 11,612 $927K
4 Red Tortoise LLC 0.13% 3,779 $302K
5 WEST BANCORPORATION INC 0.11% 2,664 $213K
6 Grove Bank & Trust 0.07% 7,368 $588K
7 COURIER CAPITAL LLC 0.06% 13,071 $1.0M
8 Investors Research Corp 0.05% 3,229 $258K
9 Ledyard National Bank 0.04% 5,503 $439K
10 NAPLES GLOBAL ADVISORS, LLC 0.03% 5,904 $471K
11 SUMMIT WEALTH GROUP LLC / CO 0.03% 4,067 $325K
12 J.W. COLE ADVISORS, INC. 0.03% 12,274 $980K
13 Wealthcare Advisory Partners LLC 0.02% 11,334 $905K
14 GREENLEAF TRUST 0.01% 15,284 $1.2M
15 Perigon Wealth Management, LLC 0.01% 5,124 $409K
16 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 5,264 $420K
17 Prospera Financial Services Inc 0.01% 4,011 $320K
18 World Investment Advisors 0.01% 3,892 $311K
19 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 650 $52K
20 Concurrent Investment Advisors, LLC 0.00% 3,452 $276K
21 Pinnacle Bancorp, Inc. 0.00% 109 $9K
22 Farther Finance Advisors, LLC 0.00% 3,089 $247K
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 16,245 $1.3M
24 FINANCIAL CONSULATE, INC 0.00% 34 $3K
25 DHJJ Financial Advisors, Ltd. 0.00% 4 —
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 — FLEXSHARES TR (QDEF)

What does the Smart Money Trend signal show for QDEF?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for QDEF?

Slight buying edge — 53% buying: Last quarter: 39 funds bought or added vs 35 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for QDEF holders?

Elite ownership — 81% AUM from top-100 funds: 17 of 91 holders are among the 100 largest funds by AUM, controlling 81% of total institutional value in QDEF. 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 QDEF?

64% of holders stayed for 2+ years: 58 out of 91 hedge funds have held QDEF 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.