Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (QLC)

71 + 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
↑ +4
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — QLC

Based on 71 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
71 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 — +51% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+51% 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.
🟡

Slight buying edge — 56% buying

35 buying28 selling
Last quarter: 35 funds bought or added vs 28 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 — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 13 → 15 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 28% medium ■ 27% new
32 out of 71 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.
💰

Value +22% but shares only +6% — price-driven

Value
+22%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +6%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~10 new funds/quarter

9 → 6 → 13 → 15 → 10 new funds/Q
New funds entering each quarter: 6 → 13 → 15 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 51% veterans vs 34% newcomers

■ 51% veterans ■ 15% 1-2yr ■ 34% new
Entry-cohort mix of 71 holders: 36 (51%) are 2+ year veterans, 11 entered 1–2 years ago, and 24 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 86% AUM from top-100 funds

86% from top-100 AUM funds
13 of 71 holders are among the 100 largest funds by AUM, controlling 86% 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.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 Q2, 35 hedge funds were net buyers of QLC (10 opened a new position, 25 added to an existing one), while 28 reduced or exited (22 trimmed, 6 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 86% of total institutional value in QLC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 71.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: QLC
71 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 71 67 5.97%
13F Shares 10M 9M 6.18%
Total Value $900M $738M 22.03%
New Positions 10 15 -5
Increased Positions 25 30 -5
Closed Positions 6 6 -
Reduced Positions 22 10 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QLC

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Institutional Holders (2026 Q2)

71 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Advantage Trust Co 2.76% 87,305 $7.8M
2 Herold Advisors, Inc. 1.15% 64,695 $5.8M
3 VestGen Investment Management 0.53% 11,098 $997K
4 Schorn Wealth LLC 0.46% 19,674 $1.8M
5 EJMK Ventures LLC 0.33% 8,137 $731K
6 Stratos Investment Management, LLC 0.32% 97,378 $8.8M
7 Victory Financial Group, LLC 0.16% 16,519 $1.5M
8 Freedom Investment Management, Inc. 0.14% 5,516 $496K
9 Cross Staff Investments Inc 0.13% 2,600 $234K
10 Uptick Partners, LLC 0.12% 8,471 $761K
11 Empirical Asset Management, LLC 0.11% 5,478 $492K
12 Mml Investors Services, LLC 0.09% 467,369 $42.0M
13 Colonial River Investments, LLC 0.08% 3,302 $297K
14 Calton & Associates, INC. 0.08% 6,293 $566K
15 TRB Wealth Management, LLC 0.07% 5,482 $493K
16 SeaCrest Wealth Management, LLC 0.07% 6,580 $591K
17 WealthPlan Investment Management, LLC 0.06% 14,352 $1.3M
18 Patriot Financial Group Insurance Agency, LLC 0.06% 6,808 $612K
19 Absolute Capital Management, LLC 0.06% 2,592 $233K
20 Independent Financial Group, LLC 0.05% 30,069 $2.7M
21 First Heartland Consultants, Inc. 0.04% 7,429 $668K
22 Park National Corp /Oh/ 0.04% 14,945 $1.3M
23 IFP Advisors, Inc 0.04% 22,161 $2.0M
24 VestGen Advisors, LLC 0.03% 13,031 $1.2M
25 Summit Financial, LLC 0.03% 34,240 $3.1M
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 — Flexshares Tr (QLC)

What does the Smart Money Trend signal show for QLC?

Buying streak — 3 quarters in a row: For 3 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?

Slight buying edge — 56% buying: Last quarter: 35 funds bought or added vs 28 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 QLC holders?

Elite ownership — 86% AUM from top-100 funds: 13 of 71 holders are among the 100 largest funds by AUM, controlling 86% 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?

45% of holders stayed for 2+ years: 32 out of 71 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.

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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