Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ultimus Managers Tr (QVOY)

13 + Investors. Track Smart Money conviction in QVOY. 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
1Q ▲
Buyers last Q
73%

Smart Money Signals — QVOY

Based on 13 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added QVOY 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
13 funds currently hold this stock — 93% of the 3.0-year high of 14 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding QVOY is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 73% buying

8 buying3 selling
Last quarter: 8 funds were net buyers (3 opened a brand new position + 5 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 4 → 2 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 31% new

38% conviction (2yr+) 31% medium 31% new
Of the 13 current holders: 5 (38%) held >2 years, 4 held 1–2 years, and 4 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.
💎

Buying through price weakness — shares +32%, value -18%

Value
-17%
Shares
+32%
Last quarter: funds added +32% more shares while total portfolio value only changed -18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~3 new funds/quarter

0 → 1 → 4 → 2 → 3 new funds/Q
New funds entering each quarter: 1 → 4 → 2 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 23% newcomers

54% veterans 23% 1-2yr 23% new
Entry-cohort mix of 13 holders: 7 (54%) are 2+ year veterans, 3 entered 1–2 years ago, and 3 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
2 of 13 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — QVOY

In 2026 Q1, 8 hedge funds were net buyers of QVOY (3 opened a new position, 5 added to an existing one), while 3 reduced or exited (1 trimmed, 2 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 13.

Hedge Fund Ownership: QVOY

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

Market Analysis: QVOY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QVOY

-- --

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

Is It Too Late to Buy Ultimus Managers Tr (QVOY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much QVOY 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
QVOY
+11.0%
SPY
+15.1%

QVOY outperformed SPY by -4.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
QVOY
+5.0%
SPY
+1.3%

Since the filing became public, QVOY outperformed SPY by +3.7% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: QVOY
13 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 13 12 8.33%
13F Shares 2M 1M 32.11%
Total Value $29M $35M -17.92%
New Positions 3 2 +1
Increased Positions 5 3 +2
Closed Positions 2 3 -1
Reduced Positions 1 6 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QVOY

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

13 + investors

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

QUARTER:
Top 11 QVOY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hbw Advisory Services LLC 2.27% 765,895 $21.5M
2 Secure Asset Management, LLC 0.42% 94,288 $2.6M
3 Silver Oak Securities, Incorporated 0.07% 35,485 $996K
4 Harbour Investments, INC. 0.02% 50,440 $1.4M
5 Gts Securities LLC 0.02% 18,474 $519K
6 AE Wealth Management LLC 0.00% 16,173 $454K
7 CoreCap Advisors, LLC 0.00% 1,352 $38K
8 Cetera Investment Advisers 0.00% 30,819 $865K
9 Allworth Financial LP 0.00% 901 $25K
10 Susquehanna International Group, LLP 0.00% 8,592 $241K
11 Morgan Stanley 0.00% 1
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 — Ultimus Managers Tr (QVOY)

What does the Smart Money Trend signal show for QVOY?

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

More buyers than sellers — 73% buying: Last quarter: 8 funds were net buyers (3 opened a brand new position + 5 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QVOY holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 13 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QVOY?

Mixed — 38% long-term, 31% new: Of the 13 current holders: 5 (38%) held >2 years, 4 held 1–2 years, and 4 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 Ultimus Managers Tr (QVOY) following the 2026 Q1 hedge fund 13F filings?

As of today, QVOY has moved +5.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +3.7%. Since the quarter end (March 31, 2026), QVOY has gained +11.0% 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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