Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Two Rds Shared Tr (LSAF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — LSAF

Based on 25 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LSAF 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.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
25 funds currently hold this stock — 86% of the 3.0-year high of 29 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding LSAF is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

13 buying12 selling
Last quarter: 13 funds bought or added vs 12 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 7 → 3 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 20% medium ■ 24% new
14 out of 25 hedge funds have held LSAF 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.
📊

Peak discovery — momentum slowing

2 → 4 → 7 → 3 → 6 new funds/Q
New funds entering each quarter: 4 → 7 → 3 → 6. LSAF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 64% veterans vs 24% newcomers

■ 64% veterans ■ 12% 1-2yr ■ 24% new
Entry-cohort mix of 25 holders: 16 (64%) are 2+ year veterans, 3 entered 1–2 years ago, and 6 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 71% AUM from top-100 funds

71% from top-100 AUM funds
5 of 25 holders are among the 100 largest funds by AUM, controlling 71% of total institutional value in LSAF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 — LSAF

In 2026 Q2, 13 hedge funds were net buyers of LSAF (6 opened a new position, 7 added to an existing one), while 12 reduced or exited (9 trimmed, 3 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 71% of total institutional value in LSAF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 25.

Hedge Fund Ownership: LSAF

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

Market Analysis: LSAF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LSAF

-- --

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: LSAF
25 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 25 22 13.64%
13F Shares 2M 2M 0.09%
Total Value $44M $39M 13.4%
New Positions 6 3 +3
Increased Positions 7 4 +3
Closed Positions 3 4 -1
Reduced Positions 9 8 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LSAF

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

25 + investors

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

QUARTER:
Top 22 LSAF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Coppell Advisory Solutions LLC 0.06% 14,431 $747K
2 Maia Wealth LLC 0.05% 6,092 $315K
3 IHT Wealth Management, LLC 0.03% 31,548 $1.6M
4 Great Valley Advisor Group, INC. 0.02% 28,977 $1.5M
5 VestGen Advisors, LLC 0.02% 10,162 $526K
6 Private Advisor Group, LLC 0.01% 30,048 $1.6M
7 LPL Financial LLC 0.01% 582,713 $30.2M
8 Cetera Investment Advisers 0.01% 111,157 $5.8M
9 Harbour Investments, INC. 0.00% 2,072 $107K
10 Comprehensive Financial Planning, Inc./PA 0.00% 29 $2K
11 Signature Equity Partners, LLC 0.00% 27 $1K
12 Steward Partners Investment Advisory, LLC 0.00% 2,151 $111K
13 Global Retirement Partners, LLC 0.00% 520 $27K
14 Integrated Wealth Concepts LLC 0.00% 268 $14K
15 Goldman Sachs Group Inc 0.00% 13,886 $719K
16 Susquehanna International Group, LLP 0.00% 6,554 $339K
17 Osaic Holdings, INC. 0.00% 411 $21K
18 UBS Group AG 0.00% 1,731 $90K
19 Fmr LLC 0.00% 2,243 $116K
20 Jpmorgan Chase & Co 0.00% 223 $12K
21 AE Wealth Management LLC 0.00% 1 —
22 Mercer Global Advisors Inc /Adv 0.00% 1 —
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 — Two Rds Shared Tr (LSAF)

What does the Smart Money Trend signal show for LSAF?

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

Slight buying edge — 52% buying: Last quarter: 13 funds bought or added vs 12 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 LSAF holders?

Elite ownership — 71% AUM from top-100 funds: 5 of 25 holders are among the 100 largest funds by AUM, controlling 71% of total institutional value in LSAF. 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 LSAF?

56% of holders stayed for 2+ years: 14 out of 25 hedge funds have held LSAF 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.

Full history →