Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northern Lts Fd Tr III (QQH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — QQH

Based on 53 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added QQH 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
53 hedge funds hold QQH 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 — +29% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+29% 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 — 48% buying

27 buying29 selling
Last quarter: 29 funds reduced or exited vs 27 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 — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 11 → 9 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 34% new

■ 38% conviction (2yr+) ■ 28% medium ■ 34% new
Of the 53 current holders: 20 (38%) held >2 years, 15 held 1–2 years, and 18 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+18% value, -26% shares)

Value
+18%
Shares
-25%
Last quarter: total value of institutional QQH holdings rose +18% even though funds reduced share count by 26%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~10 new funds/quarter

10 → 9 → 11 → 9 → 10 new funds/Q
New funds entering each quarter: 9 → 11 → 9 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 40% veterans vs 43% newcomers

■ 40% veterans ■ 17% 1-2yr ■ 43% new
Entry-cohort mix of 53 holders: 21 (40%) are 2+ year veterans, 9 entered 1–2 years ago, and 23 (43%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
4 of 53 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — QQH

In 2026 Q2, 27 hedge funds were net buyers of QQH (10 opened a new position, 17 added to an existing one), while 29 reduced or exited (20 trimmed, 9 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 53.

Hedge Fund Ownership: QQH

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

Market Analysis: QQH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QQH

-- --

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 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: QQH
53 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 53 52 1.92%
13F Shares 8M 11M -25.57%
Total Value $652M $552M 18.05%
New Positions 10 9 +1
Increased Positions 17 21 -4
Closed Positions 9 10 -1
Reduced Positions 20 17 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QQH

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Institutional Holders (2026 Q2)

53 + investors

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

QUARTER:
Top 25 QQH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aegis Wealth Management, Inc. 12.92% 233,887 $20.0M
2 Wealth Watch Advisors, INC 8.96% 322,697 $27.6M
3 McKinney Capital Management, LLC 7.70% 228,158 $19.5M
4 Howard Capital Management, LLC 4.44% 4,355,633 $372.8M
5 Optivise Advisory Services LLC 3.48% 80,132 $6.9M
6 Lifestyle Asset Management, Inc. 2.65% 115,143 $9.9M
7 Discipline Wealth Solutions, LLC 1.43% 191,319 $16.4M
8 Colonial River Investments, LLC 0.90% 36,867 $3.2M
9 Panoramic Investment Advisors, LLC 0.84% 20,601 $1.8M
10 Wbi Investments, LLC 0.50% 23,694 $2.0M
11 Millington Securities, LLC 0.44% 22,728 $1.6M
12 J.W. Cole Advisors, INC. 0.38% 256,226 $21.9M
13 Delta Investment Management, LLC 0.34% 23,857 $2.0M
14 VestGen Investment Management 0.19% 4,133 $354K
15 J2 Capital Management Inc 0.17% 2,879 $246K
16 Worth Financial Advisory Group, LLC 0.12% 3,368 $288K
17 Simplicity Wealth,LLC 0.11% 37,186 $3.2M
18 HighPoint Advisor Group LLC 0.09% 29,546 $2.5M
19 Absolute Capital Management, LLC 0.08% 3,653 $313K
20 Fiduciary Alliance LLC 0.05% 9,199 $787K
21 Bison Wealth, LLC 0.04% 5,092 $430K
22 IFP Advisors, Inc 0.04% 22,990 $2.0M
23 Cetera Investment Advisers 0.03% 424,608 $36.3M
24 Money Concepts Capital Corp 0.03% 7,590 $650K
25 Quadrature Capital Ltd 0.03% 37,260 $3.2M
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 — Northern Lts Fd Tr III (QQH)

What does the Smart Money Trend signal show for QQH?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added QQH 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 QQH?

More sellers than buyers — 48% buying: Last quarter: 29 funds reduced or exited vs 27 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 QQH holders?

Smaller funds dominant — 12% AUM from top-100: 4 of 53 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QQH?

Mixed — 38% long-term, 34% new: Of the 53 current holders: 20 (38%) held >2 years, 15 held 1–2 years, and 18 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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