QAI Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy New York Life Investments Et (QAI) following the 2026 Q2 hedge fund 13F filings?

As of today, QAI has moved -0.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.0% for the SPY sector ETF — an outperformance of -3.4%. Since the quarter end (June 30, 2026), QAI gained +-0.0% vs +21.1% 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.

New York Life Investments Et (QAI)

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

Smart Money Signals — QAI

Based on 98 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 QAI 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 (95% of max)

95% of all-time peak

98 hedge funds hold QAI 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 QAI is almost the same as a year ago (+2 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 64% buying

61 buying35 selling

Last quarter: 61 funds were net buyers (17 opened a brand new position + 44 added to an existing one). Only 35 were sellers (23 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new QAI position: 12 → 19 → 9 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 17% medium ■ 15% new

66 out of 98 hedge funds have held QAI 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

14 → 12 → 19 → 9 → 17 new funds/Q

New funds entering each quarter: 12 → 19 → 9 → 17. QAI 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 — 73% veterans vs 16% newcomers

■ 73% veterans ■ 10% 1-2yr ■ 16% new

Entry-cohort mix of 98 holders: 72 (73%) are 2+ year veterans, 10 entered 1–2 years ago, and 16 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds

15 of 98 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.1

out of 10

Low Exit Risk

Exit risk score 3.1/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	98	93	5.38%
13F Shares	25M	21M	16.01%
Total Value	$898M	$722M	24.31%
New Positions	17	9	+8
Increased Positions	44	43	+1
Closed Positions	12	14	-2
Reduced Positions	23	25	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

5.38%

13F Shares

25M

21M

16.01%

Total Value

$898M

$722M

24.31%

New Positions

Increased Positions

Closed Positions

-2

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

98 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 QAI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Alaska Wealth Advisors, LLC	4.21%	1,061,727	$38.9M
2	Alaska Permanent Capital Management, LLC	3.91%	1,632,407	$59.8M
3	Endowment Wealth Management, Inc.	3.07%	217,224	$8.0M
4	Live Oak Investment Partners	2.77%	140,529	$5.1M
5	Consultiva Wealth Management, CORP.	2.35%	28,473	$1.0M
6	LFA - Lugano Financial Advisors SA	2.23%	104,915	$3.7M
7	Tredje AP-fonden	1.80%	10,860,000	$397.5M
8	Baron Financial Group, LLC	1.73%	98,886	$3.6M
9	Verdence Capital Advisors LLC	1.49%	778,079	$28.5M
10	Hyposwiss Advisors SA	1.30%	37,605	$1.4M
11	Brown Wealth Management, LLC	1.09%	132,815	$4.9M
12	Darwin Wealth Management, LLC	1.04%	104,033	$3.8M
13	Pitcairn Wealth Advisors LLC	0.73%	181,586	$6.6M
14	Twelve Points Wealth Management LLC	0.50%	68,008	$2.5M
15	Wealth High Governance Asset Management Ltda.	0.40%	67,382	$2.3M
16	Empirical Asset Management, LLC	0.38%	45,661	$1.7M
17	Prosperity Bancshares Inc	0.33%	13,847	$507K
18	Patten Group, Inc.	0.33%	58,119	$2.1M
19	Aspiriant, LLC	0.19%	207,334	$7.6M
20	Sincerus Advisory, LLC	0.14%	5,693	$208K
21	Basso Capital Management, L.P.	0.11%	14,337	$525K
22	Advisors Preferred, LLC	0.10%	17,138	$623K
23	Stonebridge Financial Planning Group, LLC	0.07%	6,198	$227K
24	Axxcess Wealth Management, LLC	0.06%	104,034	$3.8M
25	Greenwood Capital Associates LLC	0.05%	14,608	$535K

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 — New York Life Investments Et (QAI)

What does the Smart Money Trend signal show for QAI?

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

More buyers than sellers — 64% buying: Last quarter: 61 funds were net buyers (17 opened a brand new position + 44 added to an existing one). Only 35 were sellers (23 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QAI holders?

Strong quality — 24% AUM from major funds: 15 of 98 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held QAI?

67% of holders stayed for 2+ years: 66 out of 98 hedge funds have held QAI 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 New York Life Investments Et (QAI) following the 2026 Q2 hedge fund 13F filings?

As of today, QAI has moved -0.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.0% for the SPY sector ETF — an outperformance of -3.4%. Since the quarter end (June 30, 2026), QAI has gained +-0.0% vs +21.1% 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.

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New York Life Investments Et (QAI)

Smart Money Signals — QAI

Buying streak — 1 quarter in a row

At the ownership peak (95% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 64% buying

More new buyers each quarter (+8 vs last Q)

67% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 73% veterans vs 16% newcomers

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — QAI

Hedge Fund Ownership: QAI

Market Analysis: QAI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: QAI

Is It Too Late to Buy New York Life Investments Et (QAI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: QAI

Statistics: QAI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — New York Life Investments Et (QAI)

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