Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares U S ETF Tr (COMT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +40
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — COMT

Based on 165 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added COMT 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
165 hedge funds hold COMT 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 1 quarters from the low — a sharp move.
🟢

More buyers than sellers — 63% buying

100 buying59 selling
Last quarter: 100 funds were net buyers (57 opened a brand new position + 43 added to an existing one). Only 59 were sellers (42 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+40 vs last Q)

new funds entering per quarter
Funds opening a new COMT position: 17 → 14 → 17 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 22% new
98 out of 165 hedge funds have held COMT 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.
💎

Buying through price weakness — shares +2%, value -33%

Value
-32%
Shares
+1%
Last quarter: funds added +2% more shares while total portfolio value only changed -33%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

19 → 17 → 14 → 17 → 57 new funds/Q
New funds entering each quarter: 17 → 14 → 17 → 57. 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.
🏛️

Veteran-anchored — 67% veterans vs 23% newcomers

■ 67% veterans ■ 10% 1-2yr ■ 23% new
Entry-cohort mix of 165 holders: 111 (67%) are 2+ year veterans, 16 entered 1–2 years ago, and 38 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
17 of 165 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in COMT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — COMT

In 2026 Q1, 100 hedge funds were net buyers of COMT (57 opened a new position, 43 added to an existing one), while 59 reduced or exited (42 trimmed, 17 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 41% of total institutional value in COMT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +40 funds (more new holders than closures). Total institutional holders: 165.

Hedge Fund Ownership: COMT

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

Market Analysis: COMT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: COMT

-- --

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

Is It Too Late to Buy Ishares U S ETF Tr (COMT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much COMT 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 · 89d ago
COMT
-10.7%
SPY
+12.4%

COMT outperformed SPY by -23.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
COMT
-15.9%
SPY
-1.1%

Since the filing became public, COMT outperformed SPY by -14.8% .

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 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: COMT
162 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 162 125 29.6%
13F Shares 13M 13M 1.27%
Total Value $454M $677M -33.02%
New Positions 55 17 +38
Increased Positions 43 45 -2
Closed Positions 18 27 -9
Reduced Positions 41 42 -1
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: COMT

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

162 + investors

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

QUARTER:
Top 25 COMT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tradewinds Capital Management, LLC 9.32% 1,387,976 $46.9M
2 VCI Wealth Management LLC 2.12% 226,428 $7.7M
3 Chicago Wealth Management, Inc. 1.99% 147,321 $5.0M
4 Philadelphia Investment Partners, LLC 1.70% 73,934 $2.5M
5 Algorithmic Investment Models, LLC 1.49% 35,704 $1.2M
6 Navis Wealth Advisors, LLC 1.29% 74,620 $2.5M
7 Note Advisors, LLC 1.25% 74,005 $2.5M
8 Aletheian Wealth Advisors LLC 1.02% 61,689 $2.1M
9 Alhambra Investment Management LLC 0.80% 51,401 $1.7M
10 Essential Partners LLC 0.55% 48,567 $1.6M
11 Carrera Capital Advisors 0.43% 82,140 $2.8M
12 Legacy Wealth Partners, LLC 0.42% 49,268 $1.7M
13 VestGen Investment Management 0.42% 22,383 $757K
14 Nwam LLC 0.39% 200,180 $6.8M
15 Sunbelt Securities, Inc. 0.37% 172,363 $5.8M
16 Fairview Capital Investment Management, LLC 0.36% 197,672 $6.7M
17 Wealth Alliance, LLC 0.35% 105,985 $3.6M
18 Waystone Advisors LLC 0.35% 11,430 $386K
19 Balefire, LLC 0.33% 51,334 $1.7M
20 Pines Wealth Management, LLC 0.32% 29,115 $984K
21 Evolution Wealth Advisors, LLC 0.32% 91,466 $3.1M
22 Nolet Wealth Management, LLC 0.29% 15,017 $508K
23 Crusonia Wealth Advisors LLC 0.28% 40,334 $1.4M
24 Arkansas Financial Group, INC. 0.28% 61,324 $2.0M
25 Spectrum Planning & Advisory Services Inc. 0.28% 16,529 $559K
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 U S ETF Tr (COMT)

What does the Smart Money Trend signal show for COMT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added COMT 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 COMT?

More buyers than sellers — 63% buying: Last quarter: 100 funds were net buyers (57 opened a brand new position + 43 added to an existing one). Only 59 were sellers (42 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for COMT holders?

Elite ownership — 41% AUM from top-100 funds: 17 of 165 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in COMT. 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 COMT?

59% of holders stayed for 2+ years: 98 out of 165 hedge funds have held COMT 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.

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

As of today, COMT has moved -15.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of -14.8%. Since the quarter end (March 31, 2026), COMT has gained -10.7% vs +12.4% 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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