Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (TLTW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
3Q ▲
Buyers last Q
70%

Smart Money Signals — TLTW

Based on 116 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added TLTW 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
116 hedge funds hold TLTW 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 — +40% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+40% 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 buyers than sellers — 70% buying

85 buying36 selling
Last quarter: 85 funds were net buyers (38 opened a brand new position + 47 added to an existing one). Only 36 were sellers (21 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

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

new funds entering per quarter
Funds opening a new TLTW position: 8 → 17 → 19 → 38. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 48% entered in last year

■ 20% conviction (2yr+) ■ 32% medium ■ 48% new
Only 23 funds (20%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

24 → 8 → 17 → 19 → 38 new funds/Q
New funds entering each quarter: 8 → 17 → 19 → 38. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 55% of holders entered in last year

■ 15% veterans ■ 30% 1-2yr ■ 55% new
Of 116 current holders: 64 (55%) entered in the past year, only 17 (15%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
15 of 116 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in TLTW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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.

Hedge Fund Ownership: TLTW

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

Market Analysis: TLTW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TLTW

-- --

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.

15 top-rated funds 1 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: TLTW
2026 Q1 Stats Unlock in 11 days 116 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 116 93 24.73%
13F Shares 17M 12M 39.93%
Total Value $393M $281M 39.89%
New Positions 38 19 +19
Increased Positions 47 42 +5
Closed Positions 15 9 +6
Reduced Positions 21 21 -
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TLTW

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

116 + investors

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

Top 25 institutional holders of TLTW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Columbus Macro, LLC 1.63% 675,779 $15.3M
2 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.58% 415,618 $9.4M
3 WealthShield Partners, LLC 0.95% 375,807 $8.5M
4 Claris Financial LLC 0.71% 53,844 $1.3M
5 FWG Holdings, LLC 0.70% 81,750 $1.8M
6 Aspen Investment Management Inc 0.58% 83,515 $2K
7 AlphaStar Capital Management, LLC 0.55% 330,756 $7.5M
8 Ascentis Independent Advisors 0.42% 245,150 $5.5M
9 PFG Advisors 0.42% 377,977 $8.5M
10 Coordinated Financial Services, Inc. 0.39% 30,025 $679K
11 DOVER ADVISORS, LLC 0.36% 38,486 $871K
12 Pasadena Private Wealth, LLC 0.32% 101,004 $2.3M
13 Secure Asset Management, LLC 0.31% 87,753 $2.0M
14 Walser Wealth Management Company, A Ltd Liability Co 0.22% 21,948 $496K
15 Alpine Bank Wealth Management 0.20% 60,032 $1.4M
16 ARMSTRONG ADVISORY GROUP, INC 0.18% 118,846 $2.7M
17 Frontier Asset Management, LLC 0.15% 31,250 $707K
18 Sovran Advisors, LLC 0.15% 83,871 $1.9M
19 Latitude Advisors, LLC 0.13% 12,810 $290K
20 TRAPHAGEN INVESTMENT ADVISORS LLC 0.13% 69,860 $1.6M
21 WEALTH EFFECTS LLC 0.12% 14,670 $332K
22 KINGSWOOD WEALTH ADVISORS, LLC 0.10% 92,404 $2.1M
23 SEARLE & CO. 0.09% 16,000 $362K
24 Luminist Capital LLC 0.09% 2,960 $67K
25 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.09% 13,155 $298K
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 (TLTW)

What does the Smart Money Trend signal show for TLTW?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added TLTW 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 TLTW?

More buyers than sellers — 70% buying: Last quarter: 85 funds were net buyers (38 opened a brand new position + 47 added to an existing one). Only 36 were sellers (21 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TLTW holders?

Elite ownership — 44% AUM from top-100 funds: 15 of 116 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in TLTW. 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 TLTW?

Mostly new holders — 48% entered in last year: Only 23 funds (20%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.