Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TEMA ETF TRUST (VOLT)

50 + Investors. Track Smart Money conviction in VOLT. 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
↑ +36
Streak
5Q ▲
Buyers last Q
94%

Smart Money Signals — VOLT

Based on 50 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added VOLT 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
50 hedge funds hold VOLT 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 — +1567% more funds vs a year ago

fund count last 6Q
+47 new funds entered over the past year (+1567% 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 — 94% buying

47 buying3 selling
Last quarter: 47 funds were net buyers (38 opened a brand new position + 9 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+32 vs last Q)

new funds entering per quarter
Funds opening a new VOLT position: 7 → 3 → 6 → 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 — 86% entered in last year

0% conviction (2yr+) 14% medium 86% new
Only 0 funds (0%) 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

3 → 7 → 3 → 6 → 38 new funds/Q
New funds entering each quarter: 7 → 3 → 6 → 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 — 96% of holders entered in last year

4% veterans 0% 1-2yr 96% new
Of 50 current holders: 48 (96%) entered in the past year, only 2 (4%) 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.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
6 of 50 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.2
out of 10
High Exit Risk
Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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: VOLT

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

Market Analysis: VOLT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VOLT

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: VOLT
2026 Q1 Stats Unlock in 17 days 50 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 50 14 257.14%
13F Shares 4M 1M 318.9%
Total Value $125M $30M 322.33%
New Positions 38 6 +32
Increased Positions 9 5 +4
Closed Positions 2 3 -1
Reduced Positions 1 2 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VOLT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q1)

50 + investors

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

Top 25 institutional holders of VOLT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Willow Financial LLC 4.08% 117,477 $4.0M
2 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 0.89% 49,278 $1.7M
3 HENGEHOLD CAPITAL MANAGEMENT LLC 0.60% 199,262 $6.8M
4 San Luis Wealth Advisors LLC 0.57% 101,040 $3.5M
5 IAM Advisory, LLC 0.40% 51,603 $1.8M
6 AVAII WEALTH MANAGEMENT, LLC 0.39% 32,393 $1.1M
7 SAXON INTERESTS, INC. 0.38% 32,505 $1.1M
8 Outlook Wealth Advisors, LLC 0.35% 41,775 $1.4M
9 PCG Wealth Advisors, LLC 0.25% 29,322 $1.0M
10 TCFG WEALTH MANAGEMENT, LLC 0.16% 12,350 $423K
11 Three Magnolias Financial Advisors, LLC 0.15% 7,050 $241K
12 Teamwork Financial Advisors, LLC 0.14% 40,029 $1.4M
13 THRIVENT FINANCIAL FOR LUTHERANS 0.06% 855,434 $29K
14 MIRAE ASSET SECURITIES (USA) INC. 0.03% 21,294 $729K
15 Kestra Advisory Services, LLC 0.02% 125,791 $4.3M
16 PINNACLE ASSOCIATES LTD 0.01% 32,583 $1.1M
17 Brookstone Capital Management 0.01% 35,366 $1.2M
18 Stratos Wealth Partners, LTD. 0.01% 30,890 $1.1M
19 Apollon Wealth Management, LLC 0.01% 13,500 $462K
20 TRUIST FINANCIAL CORP 0.00% 42,141 $1.4M
21 Cambridge Investment Research Advisors, Inc. 0.00% 19,340
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 25,197 $863K
23 Farther Finance Advisors, LLC 0.00% 1,506 $52K
24 JNBA Financial Advisors 0.00% 133 $5K
25 Global Wealth Strategies & Associates 0.00% 42 $1K
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 — TEMA ETF TRUST (VOLT)

What does the Smart Money Trend signal show for VOLT?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added VOLT 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 VOLT?

More buyers than sellers — 94% buying: Last quarter: 47 funds were net buyers (38 opened a brand new position + 9 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VOLT holders?

Smaller funds dominant — 5% AUM from top-100: 6 of 50 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VOLT?

Mostly new holders — 86% entered in last year: Only 0 funds (0%) 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.