Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Altshares Trust (ARB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — ARB

Based on 37 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ARB 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
37 hedge funds hold ARB 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ARB is almost the same as a year ago (+1 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

20 buying16 selling
Last quarter: 20 funds bought or added vs 16 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 4 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 16% medium ■ 24% new
22 out of 37 hedge funds have held ARB 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 — ~7 new funds/quarter

7 → 2 → 4 → 6 → 7 new funds/Q
New funds entering each quarter: 2 → 4 → 6 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 30% newcomers

■ 57% veterans ■ 14% 1-2yr ■ 30% new
Entry-cohort mix of 37 holders: 21 (57%) are 2+ year veterans, 5 entered 1–2 years ago, and 11 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
7 of 37 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — ARB

In 2026 Q2, 20 hedge funds were net buyers of ARB (7 opened a new position, 13 added to an existing one), while 16 reduced or exited (14 trimmed, 2 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 37.

Hedge Fund Ownership: ARB

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

Market Analysis: ARB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ARB

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: ARB
37 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 37 32 15.62%
13F Shares 3M 3M 4.13%
Total Value $100M $95M 5.2%
New Positions 7 6 +1
Increased Positions 13 16 -3
Closed Positions 2 4 -2
Reduced Positions 14 10 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ARB

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Institutional Holders (2026 Q2)

37 + investors

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

QUARTER:
Top 25 ARB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legend Financial Advisors, Inc. 3.18% 189,058 $5.6M
2 Collaborative Fund Advisors, LLC 1.31% 75,953 $2.3M
3 Cantor Fitzgerald Investment Advisors L.P. 1.24% 620,587 $18.4M
4 Sonoma Allocations LLC 0.37% 39,941 $1.2M
5 PFG Advisors 0.13% 85,856 $2.5M
6 Columbus Macro, LLC 0.11% 36,671 $1.1M
7 New York Life Investment Management LLC 0.10% 492,634 $14.6M
8 Dynamic Advisor Solutions LLC 0.07% 88,589 $2.6M
9 Diversify Wealth Management, LLC 0.06% 129,033 $3.8M
10 Diversify Advisory Services, LLC 0.06% 129,033 $3.8M
11 Prosperity Bancshares Inc 0.06% 3,031 $90K
12 EP Wealth Advisors, LLC 0.04% 395,135 $11.7M
13 Orion Porfolio Solutions, LLC 0.04% 158,407 $4.7M
14 Advisory Services Network, LLC 0.02% 63,586 $1.9M
15 Gts Securities LLC 0.02% 25,097 $744K
16 Oppenheimer & Co Inc 0.01% 36,955 $1.1M
17 Steward Partners Investment Advisory, LLC 0.01% 73,196 $2.2M
18 HighTower Advisors, LLC 0.00% 145,628 $4.3M
19 Private Trust Co NA 0.00% 1,194 $35K
20 Silver Grove Financial Group, Inc. 0.00% 176 $5K
21 Osaic Holdings, INC. 0.00% 57,934 $1.7M
22 Envestnet Asset Management Inc 0.00% 260,941 $7.7M
23 Cetera Investment Advisers 0.00% 59,386 $1.8M
24 Captrust Financial Advisors 0.00% 31,742 $941K
25 Assetmark, Inc 0.00% 21,217 $629K
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 — Altshares Trust (ARB)

What does the Smart Money Trend signal show for ARB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ARB 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 ARB?

Slight buying edge — 56% buying: Last quarter: 20 funds bought or added vs 16 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 ARB holders?

Smaller funds dominant — 11% AUM from top-100: 7 of 37 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ARB?

59% of holders stayed for 2+ years: 22 out of 37 hedge funds have held ARB 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.

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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