Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (TOPT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
7Q ▲
Buyers last Q
59%

Smart Money Signals — TOPT

Based on 84 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added TOPT 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
84 hedge funds hold TOPT 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 — +180% more funds vs a year ago

fund count last 6Q
+54 new funds entered over the past year (+180% 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 — 59% buying

57 buying40 selling
Last quarter: 57 funds bought or added vs 40 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 — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 22 → 23 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 58% entered in last year

■ 5% conviction (2yr+) ■ 37% medium ■ 58% new
Only 4 funds (5%) 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.
📈

Growing discovery — still being found

16 → 16 → 22 → 23 → 24 new funds/Q
New funds entering each quarter: 16 → 22 → 23 → 24. A growing number of institutions are discovering TOPT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 77% of holders entered in last year

■ 8% veterans ■ 15% 1-2yr ■ 77% new
Of 87 current holders: 67 (77%) entered in the past year, only 7 (8%) 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 — 47% AUM from top-100 funds

47% from top-100 AUM funds
15 of 84 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in TOPT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.1
out of 10
Moderate Exit Risk
Exit risk score 6.1/10 — 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 — TOPT

In 2026 Q1, 57 hedge funds were net buyers of TOPT (24 opened a new position, 33 added to an existing one), while 40 reduced or exited (23 trimmed, 17 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in TOPT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 84.

Hedge Fund Ownership: TOPT

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

Market Analysis: TOPT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TOPT

-- --

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

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

Signal Freshness measures how much TOPT 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 · 78d ago
TOPT
+14.8%
SPY
+15.9%

TOPT outperformed SPY by -1.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
TOPT
-3.3%
SPY
+2.0%

Since the filing became public, TOPT outperformed SPY by -5.3% .

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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: TOPT
84 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 84 77 9.09%
13F Shares 6M 5M 19.73%
Total Value $162M $145M 11.89%
New Positions 24 23 +1
Increased Positions 32 30 +2
Closed Positions 17 6 +11
Reduced Positions 23 14 +9
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: TOPT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

84 + investors

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

QUARTER:
Top 25 TOPT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Goodman Advisory Group, LLC 2.85% 383,273 $11.0M
2 ATX Financial Planning, LLC 1.20% 54,965 $1.6M
3 Core Wealth Partners LLC 0.47% 35,199 $1.0M
4 RIA Advisory Group LLC 0.31% 45,762 $1.3M
5 Guardian Capital, LLC 0.25% 9,100 $260K
6 Keystone Wealth Services, LLC 0.23% 38,371 $1.1M
7 Independent Financial Group, LLC 0.23% 270,106 $7.7M
8 Clear Creek Financial Management, LLC 0.23% 103,920 $3.0M
9 Tranquilli Financial Advisor LLC 0.20% 11,739 $336K
10 Founders Financial Securities LLC 0.11% 62,850 $1.9M
11 Insight Wealth Partners, LLC 0.11% 27,469 $786K
12 Realta Investment Advisors 0.10% 10,305 $295K
13 Strategic Financial Concepts, LLC 0.09% 12,290 $352K
14 Norris Financial Group, LLC 0.08% 8,781 $251K
15 IHT Wealth Management, LLC 0.07% 98,686 $2.8M
16 Legacy Financial Group LLC 0.07% 18,136 $519K
17 SkyOak Wealth, LLC 0.05% 9,435 $270K
18 Horizon Investments, LLC 0.04% 125,576 $3.6M
19 Laurel Oak Wealth Management, LLC 0.04% 7,384 $211K
20 J.W. Cole Advisors, INC. 0.03% 31,242 $894K
21 NFSG Corp 0.03% 5,625 $161K
22 WealthPlan Investment Management, LLC 0.02% 12,611 $361K
23 Oppenheimer & Co Inc 0.02% 57,116 $1.6M
24 Prospera Financial Services Inc 0.02% 42,676 $1.2M
25 CreativeOne Wealth, LLC 0.02% 27,221 $779K
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 (TOPT)

What does the Smart Money Trend signal show for TOPT?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added TOPT 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 TOPT?

Slight buying edge — 59% buying: Last quarter: 57 funds bought or added vs 40 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 TOPT holders?

Elite ownership — 47% AUM from top-100 funds: 15 of 84 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in TOPT. 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 TOPT?

Mostly new holders — 58% entered in last year: Only 4 funds (5%) 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.

Is it too late to buy Ishares Tr (TOPT) following the 2026 Q1 hedge fund 13F filings?

As of today, TOPT has moved -3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -5.3%. Since the quarter end (March 31, 2026), TOPT has gained +14.8% vs +15.9% 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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