Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (QLTA)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
47%

Smart Money Signals — QLTA

Based on 187 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
187 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.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

91 buying101 selling
Last quarter: 101 funds reduced or exited vs 91 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.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 43 → 27 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

44% conviction (2yr+) 32% medium 24% new
83 out of 187 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.
📊

Peak discovery — momentum slowing

37 → 21 → 43 → 27 → 27 new funds/Q
New funds entering each quarter: 21 → 43 → 27 → 27. QLTA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 51% veterans vs 30% newcomers

51% veterans 18% 1-2yr 30% new
Entry-cohort mix of 187 holders: 96 (51%) are 2+ year veterans, 34 entered 1–2 years ago, and 57 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
20 of 186 holders are among the 100 largest funds by AUM, controlling 43% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — QLTA

In 2026 Q1, 91 hedge funds were net buyers of QLTA (27 opened a new position, 64 added to an existing one), while 101 reduced or exited (75 trimmed, 26 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in QLTA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 187.

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.

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

Signal Freshness measures how much QLTA 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 · 82d ago
QLTA
-0.2%
SPY
+15.1%

QLTA outperformed SPY by -15.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
QLTA
+1.3%
SPY
+1.3%

Since the filing became public, QLTA outperformed SPY by +0.0% .

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.

7 top-rated funds 6 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: QLTA
186 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 186 186 -
13F Shares 24M 25M -2.25%
Total Value $1.12B $1.17B -4.59%
New Positions 27 27 -
Increased Positions 64 54 +10
Closed Positions 27 26 +1
Reduced Positions 74 87 -13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QLTA

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Institutional Holders (2026 Q1)

186 + investors

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

QUARTER:
Top 25 QLTA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Compass Wealth Management, LLC/GA 13.22% 650,371 $31.0M
2 Catalyst Investment Management LLC 4.32% 81,269 $3.9M
3 Sterling Investment Advisors LLC /Adv 3.94% 172,566 $8.2M
4 Cornerstone Advisors Asset Management, LLC 2.93% 399,425 $19.0M
5 Kelly Financial Services LLC 2.89% 250,889 $12.0M
6 Climber Capital SA 2.87% 94,307 $4.4M
7 SHUTTLEWORTH & Co 2.36% 54,745 $2.6M
8 Colton Groome Financial Advisors, LLC 2.14% 157,783 $7.5M
9 Capstone Wealth Management Group, LLC 2.02% 101,235 $4.8M
10 Fonville Wealth Management LLC 1.94% 214,361 $10.2M
11 Wrapmanager Inc 1.80% 108,783 $5.2M
12 Petra Financial Advisors Inc 1.74% 59,099 $2.8M
13 Cornerstone Financial Group, LLC /NE/ 1.63% 53,517 $2.5M
14 Composition Wealth, LLC 1.48% 2,270,586 $108.1M
15 Centennial Bank/AR/ 1.33% 78,091 $3.7M
16 Parcion Private Wealth LLC 1.21% 410,753 $19.5M
17 Consultiva Wealth Management, CORP. 1.10% 7,997 $381K
18 LFA - Lugano Financial Advisors SA 0.92% 38,216 $1.8M
19 Midwest Professional Planners, LTD. 0.88% 78,876 $3.8M
20 Dynamic Wealth Strategies, LLC 0.79% 28,567 $1.4M
21 ShoreHaven Wealth Partners, LLC 0.76% 44,619 $2.1M
22 Hanover Advisors Inc 0.61% 31,317 $1.5M
23 Lockerman Financial Group, INC. 0.60% 6,973 $332K
24 Glen Eagle Advisors, LLC 0.53% 78,907 $3.8M
25 Protective Life Corp 0.52% 3,301 $157K
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 — 3 quarters in a row: For 3 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 — 47% buying: Last quarter: 101 funds reduced or exited vs 91 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 — 43% AUM from top-100 funds: 20 of 186 holders are among the 100 largest funds by AUM, controlling 43% 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?

44% of holders stayed for 2+ years: 83 out of 187 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.

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

As of today, QLTA has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), QLTA has gained -0.2% vs +15.1% 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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