Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (QLTA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
42%

Smart Money Signals — QLTA

Based on 178 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added QLTA 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
178 hedge funds hold QLTA 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 — +26% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+26% 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 sellers than buyers — 42% buying

78 buying106 selling
Last quarter: 106 funds reduced or exited vs 78 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 36 → 21 → 41 → 26. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 33% medium ■ 24% new
76 out of 178 hedge funds have held QLTA 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

22 → 36 → 21 → 41 → 26 new funds/Q
New funds entering each quarter: 36 → 21 → 41 → 26. A growing number of institutions are discovering QLTA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 19% 1-2yr ■ 33% new
Of 178 current holders: 86 (48%) 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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
15 of 178 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in QLTA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Hedge Fund Ownership: QLTA

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

Market Analysis: QLTA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QLTA

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 4 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: QLTA
2026 Q1 Stats Unlock in 16 days 178 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 178 176 1.14%
13F Shares 24M 28M -12.08%
Total Value $1.17B $1.33B -12.7%
New Positions 26 41 -15
Increased Positions 52 72 -20
Closed Positions 24 21 +3
Reduced Positions 82 40 +42
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QLTA

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

178 + investors

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

Top 25 institutional holders of QLTA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Catalyst Investment Management LLC 4.32% 81,269 $3.9M
2 STERLING INVESTMENT ADVISORS LLC /ADV 3.94% 172,566 $8.2M
3 Kelly Financial Services LLC 2.89% 250,889 $12.0M
4 Climber Capital SA 2.87% 94,307 $4.4M
5 COLTON GROOME FINANCIAL ADVISORS, LLC 2.14% 157,783 $7.5M
6 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 2.02% 101,235 $4.8M
7 Fonville Wealth Management LLC 1.94% 214,361 $10.2M
8 Composition Wealth, LLC 1.48% 2,270,586 $108.1M
9 Parcion Private Wealth LLC 1.21% 410,753 $19.5M
10 LOCKERMAN FINANCIAL GROUP, INC. 0.60% 6,973 $332K
11 Heck Capital Advisors, LLC 0.50% 140,950 $6.7M
12 Bigelow Investment Advisors, LLC 0.48% 25,253 $1.2M
13 Avantra Family Wealth, Inc. 0.42% 11,837 $563K
14 Two West Capital Advisors LLC 0.30% 11,973 $569K
15 ISTHMUS PARTNERS, LLC 0.30% 59,976 $2.9M
16 BDFS Capital LLC 0.30% 13,033 $620K
17 Clear Creek Financial Management, LLC 0.29% 79,449 $3.8M
18 RED REEF ADVISORS LLC 0.26% 5,313 $255K
19 Procyon Advisors, LLC 0.25% 107,310 $5.1M
20 Triad Wealth Partners, LLC 0.24% 64,167 $3.1M
21 Detalus Advisors, LLC 0.23% 20,848 $992K
22 Meadow Creek Wealth Advisors LLC 0.21% 6,883 $328K
23 Sunflower Bank, N.A. 0.19% 15,900 $757K
24 Global Assets Advisory, LLC 0.17% 12,520 $596K
25 DIVERSIFY WEALTH MANAGEMENT, LLC 0.17% 200,117 $9.5M
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 — ISHARES TR (QLTA)

What does the Smart Money Trend signal show for QLTA?

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

More sellers than buyers — 42% buying: Last quarter: 106 funds reduced or exited vs 78 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for QLTA holders?

Elite ownership — 41% AUM from top-100 funds: 15 of 178 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in QLTA. 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 QLTA?

43% of holders stayed for 2+ years: 76 out of 178 hedge funds have held QLTA 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.