Ishares Tr (TOPT) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (TOPT) following the 2026 Q3 hedge fund 13F filings?

As of today, TOPT has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), TOPT gained -3.1% vs -1.1% 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.

Ishares Tr (TOPT)

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

Smart Money Signals — TOPT

Based on 107 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 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

107 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 — +143% more funds vs a year ago

fund count last 6Q

+63 new funds entered over the past year (+143% 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

73 buying32 selling

Last quarter: 73 funds were net buyers (33 opened a brand new position + 40 added to an existing one). Only 32 were sellers (22 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new TOPT position: 22 → 23 → 24 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 51% entered in last year

■ 5% conviction (2yr+) ■ 44% medium ■ 51% new

Only 5 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.

💰

Value +50% but shares only +33% — price-driven

Value

+49%

+33%

Last quarter: the total dollar value of institutional holdings rose +50%, but actual share count only changed +33%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

17 → 22 → 23 → 24 → 33 new funds/Q

New funds entering each quarter: 22 → 23 → 24 → 33. A growing number of institutions are discovering TOPT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 69% of holders entered in last year

■ 8% veterans ■ 23% 1-2yr ■ 69% new

Of 108 current holders: 74 (69%) entered in the past year, only 9 (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 — 48% AUM from top-100 funds

48% from top-100 AUM funds

15 of 105 holders are among the 100 largest funds by AUM, controlling 48% 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.

5.4

out of 10

Moderate Exit Risk

Exit risk score 5.4/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	105	84	25.0%
13F Shares	8M	6M	33.16%
Total Value	$243M	$162M	49.88%
New Positions	33	24	+9
Increased Positions	39	32	+7
Closed Positions	10	18	-8
Reduced Positions	22	23	-1
Total Calls	2	2	-
Total Puts	1	1	-
PUT/CALL Ratio	0.5	0.5	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

105

25.0%

13F Shares

33.16%

Total Value

$243M

$162M

49.88%

New Positions

Increased Positions

Closed Positions

-8

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.5

Bullish

Institutional Holders (2026 Q3)

105 + 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:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TOPT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ceera Investments, LLC	3.36%	253,469	$8.8M
2	Goodman Advisory Group, LLC	1.95%	245,607	$8.6M
3	Midwest Financial Network, LLC	1.63%	68,755	$2.4M
4	ATX Financial Planning, LLC	1.37%	61,563	$2.1M
5	Atomic Invest LLC	0.91%	177,777	$6.2M
6	Clear Creek Financial Management, LLC	0.43%	163,910	$5.7M
7	Core Wealth Partners LLC	0.41%	28,759	$1.0M
8	Optivise Advisory Services LLC	0.31%	18,350	$640K
9	RIA Advisory Group LLC	0.31%	31,749	$1.1M
10	Keystone Wealth Services, LLC	0.25%	40,015	$1.4M
11	Signal Advisors Wealth, LLC	0.22%	141,192	$4.9M
12	Guardian Capital, LLC	0.18%	6,900	$241K
13	CPC Advisors, LLC	0.11%	22,340	$780K
14	Independent Financial Group, LLC	0.09%	140,654	$4.9M
15	Legacy Financial Group LLC	0.07%	18,086	$631K
16	SkyOak Wealth, LLC	0.05%	9,560	$334K
17	GK Wealth Management LLC	0.04%	2,085	$73K
18	Laurel Oak Wealth Management, LLC	0.04%	7,385	$258K
19	Integrity Alliance, LLC.	0.03%	32,735	$1.1M
20	Goldstone Financial Group, LLC	0.03%	9,581	$334K
21	Mirae Asset Global Investments Co., Ltd.	0.03%	476,949	$16.6M
22	Cvfg LLC	0.03%	6,880	$240K
23	Fiduciary Financial Advisors	0.02%	6,436	$225K
24	NFSG Corp	0.02%	5,625	$196K
25	Oppenheimer & Co Inc	0.02%	61,261	$2.1M

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 — 8 quarters in a row: For 8 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?

More buyers than sellers — 70% buying: Last quarter: 73 funds were net buyers (33 opened a brand new position + 40 added to an existing one). Only 32 were sellers (22 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TOPT holders?

Elite ownership — 48% AUM from top-100 funds: 15 of 105 holders are among the 100 largest funds by AUM, controlling 48% 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 — 51% entered in last year: Only 5 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 Q3 hedge fund 13F filings?

As of today, TOPT has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), TOPT has gained -3.1% vs -1.1% 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.

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Ishares Tr (TOPT)

Smart Money Signals — TOPT

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +143% more funds vs a year ago

More buyers than sellers — 70% buying

More new buyers each quarter (+9 vs last Q)

Mostly new holders — 51% entered in last year

Value +50% but shares only +33% — price-driven

Growing discovery — still being found

Early stage — 69% of holders entered in last year

Elite ownership — 48% AUM from top-100 funds

Institutional Sentiment Summary — TOPT

Hedge Fund Ownership: TOPT

Market Analysis: TOPT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TOPT

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

Hedge Fund Positioning: TOPT

Statistics: TOPT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Frequently Asked Questions — Ishares Tr (TOPT)

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