Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (TLTE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
49%

Smart Money Signals — TLTE

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

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
52 hedge funds hold TLTE 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 — +27% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+27% 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 — 49% buying

22 buying23 selling
Last quarter: 23 funds reduced or exited vs 22 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 — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 2 → 12 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 23% medium ■ 29% new
25 out of 52 hedge funds have held TLTE 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 — ~9 new funds/quarter

2 → 8 → 2 → 12 → 9 new funds/Q
New funds entering each quarter: 8 → 2 → 12 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 35% newcomers

■ 54% veterans ■ 12% 1-2yr ■ 35% new
Entry-cohort mix of 52 holders: 28 (54%) are 2+ year veterans, 6 entered 1–2 years ago, and 18 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 86% AUM from top-100 funds

86% from top-100 AUM funds
12 of 52 holders are among the 100 largest funds by AUM, controlling 86% of total institutional value in TLTE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 — TLTE

In 2026 Q1, 22 hedge funds were net buyers of TLTE (9 opened a new position, 13 added to an existing one), while 23 reduced or exited (14 trimmed, 9 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 86% of total institutional value in TLTE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 52.

Hedge Fund Ownership: TLTE

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

Market Analysis: TLTE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TLTE

-- --

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

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

Signal Freshness measures how much TLTE 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 · 79d ago
TLTE
+19.6%
SPY
+13.9%

TLTE outperformed SPY by +5.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
TLTE
+3.4%
SPY
+0.2%

Since the filing became public, TLTE outperformed SPY by +3.2% .

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: TLTE
51 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 51 52 -1.92%
13F Shares 4M 4M 5.75%
Total Value $289M $262M 10.51%
New Positions 9 12 -3
Increased Positions 13 13 -
Closed Positions 10 2 +8
Reduced Positions 13 14 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TLTE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

51 + investors

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

QUARTER:
Top 25 TLTE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cornerstone National Bank & Trust Co 5.03% 201,852 $13.6M
2 Trace Wealth Advisors, LLC 1.23% 24,403 $1.6M
3 Sageworth Trust Co 0.22% 74,504 $5.0M
4 VestGen Investment Management 0.20% 5,509 $370K
5 EJMK Ventures LLC 0.16% 4,376 $294K
6 Cambridge Financial Group, LLC 0.14% 6,242 $420K
7 Asset Dedication, LLC 0.11% 23,535 $1.6M
8 Wealth Architects, LLC 0.08% 13,634 $916K
9 Discipline Wealth Solutions, LLC 0.06% 8,077 $543K
10 Greenspring Advisors, LLC 0.05% 11,849 $796K
11 Baer Investment Advisory LLC 0.04% 5,244 $352K
12 Victory Financial Group, LLC 0.04% 5,244 $352K
13 WealthPlan Investment Management, LLC 0.03% 6,888 $463K
14 SeaCrest Wealth Management, LLC 0.02% 2,998 $201K
15 Efficient Advisors, LLC 0.02% 4,078 $274K
16 Mml Investors Services, LLC 0.01% 77,317 $5.2M
17 VestGen Advisors, LLC 0.01% 6,437 $491K
18 Highline Wealth Partners LLC 0.01% 749 $50K
19 Cherry Tree Wealth Management, LLC 0.01% 883 $59K
20 Vise Technologies, Inc. 0.01% 4,241 $271K
21 State of Wisconsin Investment Board 0.01% 33,057 $2.2M
22 Nbt Bank N A /Ny 0.00% 1,112 $75K
23 Envestnet Asset Management Inc 0.00% 270,546 $18.2M
24 CoreCap Advisors, LLC 0.00% 2,105 $141K
25 Old Mission Capital LLC 0.00% 3,444 $231K
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 — Flexshares Tr (TLTE)

What does the Smart Money Trend signal show for TLTE?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for TLTE?

More sellers than buyers — 49% buying: Last quarter: 23 funds reduced or exited vs 22 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 TLTE holders?

Elite ownership — 86% AUM from top-100 funds: 12 of 52 holders are among the 100 largest funds by AUM, controlling 86% of total institutional value in TLTE. 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 TLTE?

48% of holders stayed for 2+ years: 25 out of 52 hedge funds have held TLTE 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 Flexshares Tr (TLTE) following the 2026 Q1 hedge fund 13F filings?

As of today, TLTE has moved +3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.2%. Since the quarter end (March 31, 2026), TLTE has gained +19.6% vs +13.9% 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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