Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northern Lts Fd Tr III (QQH)

52 + 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
53%

Smart Money Signals — QQH

Based on 52 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their QQH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
52 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 — +33% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+33% 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 — 53% buying

30 buying27 selling
Last quarter: 30 funds bought or added vs 27 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 — ~9 new funds per quarter

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

Mixed — 38% long-term, 29% new

■ 38% conviction (2yr+) ■ 33% medium ■ 29% new
Of the 52 current holders: 20 (38%) held >2 years, 17 held 1–2 years, and 15 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.
➡️

Steady discovery — ~9 new funds/quarter

7 → 10 → 9 → 11 → 9 new funds/Q
New funds entering each quarter: 10 → 9 → 11 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 46% veterans vs 42% newcomers

■ 46% veterans ■ 12% 1-2yr ■ 42% new
Entry-cohort mix of 52 holders: 24 (46%) are 2+ year veterans, 6 entered 1–2 years ago, and 22 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
6 of 52 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 Q1, 30 hedge funds were net buyers of QQH (9 opened a new position, 21 added to an existing one), while 27 reduced or exited (17 trimmed, 10 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 52.

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.

Is It Too Late to Buy Northern Lts Fd Tr III (QQH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much QQH 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 · 87d ago
QQH
+17.5%
SPY
+13.0%

QQH outperformed SPY by +4.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
QQH
-2.2%
SPY
-0.5%

Since the filing became public, QQH outperformed SPY by -1.7% .

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.

1 top-rated funds 4 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: QQH
52 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 52 53 -1.89%
13F Shares 11M 10M 4.44%
Total Value $552M $608M -9.12%
New Positions 9 11 -2
Increased Positions 21 18 +3
Closed Positions 10 4 +6
Reduced Positions 17 19 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QQH

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q1)

52 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 McKinney Capital Management, LLC 13.49% 224,885 $15.7M
2 Aegis Wealth Management, Inc. 12.32% 224,538 $15.7M
3 Wealth Watch Advisors, INC 10.59% 362,022 $25.3M
4 Howard Capital Management Inc. 5.00% 6,797,385 $305.8M
5 Optivise Advisory Services LLC 3.74% 88,467 $6.2M
6 Lifestyle Asset Management, Inc. 2.34% 102,385 $7.1M
7 Discipline Wealth Solutions, LLC 1.15% 156,159 $10.9M
8 J2 Capital Management Inc 0.72% 15,089 $1.1M
9 J.W. Cole Advisors, INC. 0.63% 266,467 $18.6M
10 Wbi Investments, LLC 0.44% 22,728 $1.6M
11 Colonial River Investments, LLC 0.34% 13,586 $949K
12 Delta Investment Management, LLC 0.30% 24,405 $1.7M
13 Tactive Advisors, LLC 0.28% 14,452 $1.0M
14 VestGen Investment Management 0.20% 5,168 $361K
15 Orion Porfolio Solutions, LLC 0.16% 262,765 $18.3M
16 Gts Securities LLC 0.15% 61,677 $4.3M
17 Simplicity Wealth,LLC 0.15% 37,753 $2.6M
18 Absolute Capital Management, LLC 0.10% 4,318 $302K
19 HighPoint Advisor Group LLC 0.08% 28,785 $2.0M
20 Fiduciary Alliance LLC 0.04% 9,102 $672K
21 Bison Wealth, LLC 0.04% 4,746 $402K
22 Cetera Investment Advisers 0.04% 494,994 $34.6M
23 Brooklyn Investment Group 0.03% 15,652 $1.1M
24 IFP Advisors, Inc 0.03% 22,968 $1.6M
25 Money Concepts Capital Corp 0.03% 7,590 $530K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their QQH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for QQH?

Slight buying edge — 53% buying: Last quarter: 30 funds bought or added vs 27 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 QQH holders?

Smaller funds dominant — 11% AUM from top-100: 6 of 52 holders rank in the top 100 by AUM, but together hold only 11% 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, 29% new: Of the 52 current holders: 20 (38%) held >2 years, 17 held 1–2 years, and 15 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.

Is it too late to buy Northern Lts Fd Tr III (QQH) following the 2026 Q1 hedge fund 13F filings?

As of today, QQH has moved -2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), QQH has gained +17.5% vs +13.0% 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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