Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (TFLO)

378 + Investors. Track Smart Money conviction in TFLO. 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
↑ +12
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — TFLO

Based on 378 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TFLO 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 — 80% of 3.0Y peak

80% of all-time peak
378 funds currently hold this stock — 80% of the 3.0-year high of 474 funds (reached 2023 Q4). 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 TFLO is almost the same as a year ago (-1 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

193 buying197 selling
Last quarter: 197 funds reduced or exited vs 193 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.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new TFLO position: 43 → 41 → 36 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 27% medium 19% new
207 out of 378 hedge funds have held TFLO 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.
➡️

Steady discovery — ~55 new funds/quarter

57 → 43 → 41 → 36 → 55 new funds/Q
New funds entering each quarter: 43 → 41 → 36 → 55. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 54% of holders stayed 2+ years

54% veterans 20% 1-2yr 26% new
Of 378 current holders: 205 (54%) 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.

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
17 of 378 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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.

Hedge Fund Ownership: TFLO

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

Market Analysis: TFLO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TFLO

-- --

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.

27 top-rated funds 25 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: TFLO
2026 Q1 Stats Unlock in 15 days 378 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 378 366 3.28%
13F Shares 69M 71M -3.75%
Total Value $3.47B $3.61B -3.9%
New Positions 55 36 +19
Increased Positions 138 122 +16
Closed Positions 43 42 +1
Reduced Positions 154 175 -21
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TFLO

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

378 + investors

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

Top 25 institutional holders of TFLO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Omnitrust Wealth Management, Inc 40.60% 619,183 $31.3M
2 Luminist Capital LLC 29.94% 445,105 $22.5M
3 Stash Investments, LLC 17.81% 906,988 $45.9M
4 J2 Capital Management Inc 16.79% 483,683 $24.5M
5 MOULTON WEALTH MANAGEMENT, INC 15.87% 461,402 $23.3M
6 Walker Financial Services, Inc. 13.45% 776,704 $39.3M
7 Financial Advisory Corp 10.51% 1,494,464 $75.7M
8 St. Louis Financial Planners Asset Management, LLC 10.34% 360,431 $18.2M
9 Arbor Investment Advisors, LLC 8.82% 1,337,826 $67.7M
10 Sugar Maple Asset Management, LLC 7.42% 241,455 $12.2M
11 MKT Advisors LLC 7.20% 425,165 $21.5M
12 Optivise Advisory Services LLC 7.08% 230,838 $11.7M
13 Ifrah Financial Services, Inc. 6.90% 515,848 $26.1M
14 Arta Finance Wealth Management LLC 5.71% 228,780 $11.5M
15 Split Rock Private Trading & Wealth Management, LLC 4.34% 110,807 $5.6M
16 Hutchens & Kramer Investment Management Group, LLC 3.55% 221,679 $11.2M
17 FORM Wealth Advisors, LLC 3.47% 585,477 $29.6M
18 Elmwood Wealth Management, Inc. 3.46% 246,845 $12.5M
19 Castle Rock Wealth Management, LLC 3.32% 303,924 $15.4M
20 Element Wealth, LLC 3.30% 158,119 $8.0M
21 Worth Asset Management, LLC 3.30% 174,572 $8.8M
22 Baring Financial LLC 3.00% 96,730 $4.9M
23 BIP Wealth, LLC 2.68% 1,303,001 $66.0M
24 Legacy Wealth Asset Management, LLC 2.46% 199,657 $10.1M
25 Capital Asset Advisory Services LLC 2.30% 1,182,871 $59.8M
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 (TFLO)

What does the Smart Money Trend signal show for TFLO?

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

More sellers than buyers — 49% buying: Last quarter: 197 funds reduced or exited vs 193 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 TFLO holders?

Strong quality — 34% AUM from major funds: 17 of 378 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TFLO?

55% of holders stayed for 2+ years: 207 out of 378 hedge funds have held TFLO 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.