Ab Active Etfs Inc (FWD) Hedge Fund Ownership (Q1 2026)

Ab Active Etfs Inc (FWD)

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

Smart Money Signals — FWD

Based on 78 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added FWD 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

78 hedge funds hold FWD 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 — +160% more funds vs a year ago

fund count last 6Q

+48 new funds entered over the past year (+160% 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 — 86% buying

63 buying10 selling

Last quarter: 63 funds were net buyers (23 opened a brand new position + 40 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 13 → 6 → 18 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 53% entered in last year

■ 8% conviction (2yr+) ■ 40% medium ■ 53% new

Only 6 funds (8%) 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

10 → 13 → 6 → 18 → 23 new funds/Q

New funds entering each quarter: 13 → 6 → 18 → 23. 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 — 72% of holders entered in last year

■ 9% veterans ■ 19% 1-2yr ■ 72% new

Of 78 current holders: 56 (72%) entered in the past year, only 7 (9%) 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 — 87% AUM from top-100 funds

87% from top-100 AUM funds

15 of 78 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in FWD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.0

out of 10

Moderate Exit Risk

Exit risk score 6.0/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	76	58	31.03%
13F Shares	15M	11M	42.77%
Total Value	$1.58B	$1.12B	40.24%
New Positions	21	18	+3
Increased Positions	40	28	+12
Closed Positions	3	1	+2
Reduced Positions	6	7	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

31.03%

13F Shares

15M

11M

42.77%

Total Value

$1.58B

$1.12B

40.24%

New Positions

Increased Positions

+12

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

76 + investors

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

QUARTER:

2026 Q2 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 FWD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	PMG Wealth Management, Inc.	5.90%	64,371	$9.5M
2	Intrepid Financial Planning Group LLC	5.52%	109,732	$16.3M
3	Tulsa Wealth Advisors, INC	3.01%	144,424	$21.4M
4	Quantum Private Wealth, LLC	2.79%	73,382	$10.9M
5	StoneCrest Wealth Management, Inc.	2.31%	48,751	$7.2M
6	Colonial River Investments, LLC	2.15%	50,978	$7.6M
7	BOS Asset Management, LLC	1.95%	56,799	$8.4M
8	Embree Financial Group	1.94%	130,678	$19.4M
9	Eldridge Investment Advisors, Inc.	1.87%	63,621	$9.4M
10	Signature Equity Partners, LLC	1.56%	22,901	$3.4M
11	KPP Advisory Services LLC	1.54%	82,091	$12.2M
12	SFG Wealth Management, LLC.	0.92%	17,340	$2.6M
13	Trademark Financial Management, LLC	0.64%	10,589	$1.6M
14	Boyer Financial Services, Inc.	0.61%	5,211	$717K
15	Worth Financial Advisory Group, LLC	0.58%	9,438	$1.4M
16	Bleakley Financial Group, LLC	0.48%	255,585	$37.9M
17	WESPAC Advisors, LLC	0.45%	6,173	$914K
18	Alliancebernstein L.P.	0.44%	12,254,845	$1.33B
19	Walleye Partners, LLC	0.40%	2,367	$351K
20	Pw Advisors, LLC \ Fl	0.39%	3,984	$590K
21	Huntleigh Advisors, Inc.	0.37%	17,737	$2.6M
22	Integrated Wealth Concepts LLC	0.36%	496,908	$73.6M
23	HighPoint Advisor Group LLC	0.28%	53,093	$7.9M
24	Laraway Financial Advisors Inc	0.28%	3,063	$454K
25	J. Mark Nickell & Co.	0.24%	2,063	$306K

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 — Ab Active Etfs Inc (FWD)

What does the Smart Money Trend signal show for FWD?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added FWD 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 FWD?

More buyers than sellers — 86% buying: Last quarter: 63 funds were net buyers (23 opened a brand new position + 40 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FWD holders?

Elite ownership — 87% AUM from top-100 funds: 15 of 78 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in FWD. 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 FWD?

Mostly new holders — 53% entered in last year: Only 6 funds (8%) 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.

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Ab Active Etfs Inc (FWD)

Smart Money Signals — FWD

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +160% more funds vs a year ago

More buyers than sellers — 86% buying

Steady new buyers — ~23 new funds per quarter

Mostly new holders — 53% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 72% of holders entered in last year

Elite ownership — 87% AUM from top-100 funds

Institutional Sentiment Summary — FWD

Hedge Fund Ownership: FWD

Market Analysis: FWD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FWD

Hedge Fund Positioning: FWD

Statistics: FWD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ab Active Etfs Inc (FWD)

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