Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (QLC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
2Q ▲
Buyers last Q
75%

Smart Money Signals — QLC

Based on 67 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added QLC 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
67 hedge funds hold QLC 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 — +60% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+60% 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 — 75% buying

45 buying15 selling
Last quarter: 45 funds were net buyers (15 opened a brand new position + 30 added to an existing one). Only 15 were sellers (10 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 6 → 13 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 25% medium ■ 33% new
28 out of 67 hedge funds have held QLC 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.
📈

Growing discovery — still being found

7 → 8 → 6 → 13 → 15 new funds/Q
New funds entering each quarter: 8 → 6 → 13 → 15. A growing number of institutions are discovering QLC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 48% veterans vs 40% newcomers

■ 48% veterans ■ 12% 1-2yr ■ 40% new
Entry-cohort mix of 67 holders: 32 (48%) are 2+ year veterans, 8 entered 1–2 years ago, and 27 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 85% AUM from top-100 funds

85% from top-100 AUM funds
11 of 67 holders are among the 100 largest funds by AUM, controlling 85% of total institutional value in QLC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — QLC

In 2026 Q1, 45 hedge funds were net buyers of QLC (15 opened a new position, 30 added to an existing one), while 15 reduced or exited (10 trimmed, 5 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 85% of total institutional value in QLC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 67.

Hedge Fund Ownership: QLC

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

Market Analysis: QLC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QLC

-- --

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

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

Signal Freshness measures how much QLC 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 · 78d ago
QLC
+15.6%
SPY
+15.9%

QLC outperformed SPY by -0.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
QLC
+2.8%
SPY
+2.0%

Since the filing became public, QLC outperformed SPY by +0.8% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: QLC
67 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 67 57 17.54%
13F Shares 9M 8M 17.32%
Total Value $738M $652M 13.14%
New Positions 15 13 +2
Increased Positions 30 18 +12
Closed Positions 5 2 +3
Reduced Positions 10 16 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QLC

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Financial Highlights

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Institutional Holders (2026 Q1)

67 + investors

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

QUARTER:
Top 25 QLC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fiduciary Planning LLC 2.48% 105,141 $8.2M
2 Advantage Trust Co 1.33% 37,953 $3.0M
3 Herold Advisors, Inc. 0.97% 56,744 $4.4M
4 VestGen Investment Management 0.51% 11,770 $920K
5 EJMK Ventures LLC 0.48% 11,107 $868K
6 Stratos Investment Management, LLC 0.31% 100,187 $7.8M
7 Victory Financial Group, LLC 0.12% 12,521 $979K
8 Baer Investment Advisory LLC 0.12% 12,521 $979K
9 Empirical Asset Management, LLC 0.12% 5,770 $451K
10 Uptick Partners, LLC 0.12% 7,393 $578K
11 Cross Staff Investments Inc 0.10% 2,600 $203K
12 Kingsview Wealth Management, LLC 0.10% 93,465 $7.3M
13 Colonial River Investments, LLC 0.09% 3,379 $264K
14 Redhawk Wealth Advisors, Inc. 0.08% 9,572 $748K
15 Mml Investors Services, LLC 0.08% 349,405 $27.3M
16 Freedom Investment Management, Inc. 0.07% 3,208 $251K
17 Absolute Capital Management, LLC 0.07% 2,594 $203K
18 WealthPlan Investment Management, LLC 0.06% 14,124 $1.1M
19 TRB Wealth Management, LLC 0.06% 5,482 $428K
20 SeaCrest Wealth Management, LLC 0.05% 6,141 $480K
21 Calton & Associates, INC. 0.05% 4,280 $334K
22 Park National Corp /Oh/ 0.04% 14,959 $1.2M
23 Patriot Financial Group Insurance Agency, LLC 0.04% 7,966 $623K
24 VestGen Advisors, LLC 0.03% 13,952 $1.2M
25 Summit Financial, LLC 0.03% 32,261 $2.5M
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 (QLC)

What does the Smart Money Trend signal show for QLC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added QLC 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 QLC?

More buyers than sellers — 75% buying: Last quarter: 45 funds were net buyers (15 opened a brand new position + 30 added to an existing one). Only 15 were sellers (10 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QLC holders?

Elite ownership — 85% AUM from top-100 funds: 11 of 67 holders are among the 100 largest funds by AUM, controlling 85% of total institutional value in QLC. 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 QLC?

42% of holders stayed for 2+ years: 28 out of 67 hedge funds have held QLC 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.

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

As of today, QLC has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), QLC has gained +15.6% vs +15.9% 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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