Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ZACKS TRUST (QUIZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
1Q ▲
Buyers last Q
95%

Smart Money Signals — QUIZ

Based on 41 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds added QUIZ 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
41 hedge funds hold QUIZ right now — the highest count in 0.5 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.
🟢

More buyers than sellers — 95% buying

38 buying2 selling
Last quarter: 38 funds were net buyers (24 opened a brand new position + 14 added to an existing one). Only 2 were sellers (2 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) 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.
💰

Value +259% but shares only +240% — price-driven

Value
+258%
Shares
+239%
Last quarter: the total dollar value of institutional holdings rose +259%, but actual share count only changed +240%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 41 current holders: 41 (100%) entered in the past year, only 0 (0%) 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.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
1 of 41 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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.

Hedge Fund Ownership: QUIZ

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

Market Analysis: QUIZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QUIZ

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: QUIZ
2026 Q1 Stats Unlock in 9 days 41 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 41 17 141.18%
13F Shares 2M 583K 239.84%
Total Value $53M $15M 258.85%
New Positions 24 17 +7
Increased Positions 14 0 +14
Closed Positions 0 0 -
Reduced Positions 2 0 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QUIZ

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 Q1)

41 + investors

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

Top 25 institutional holders of QUIZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Navigation Wealth Management, Inc. 8.55% 87,985 $2.4M
2 M1 Capital Management LLC 1.23% 98,690 $2.7M
3 Stirlingshire Investments, Inc. 0.63% 26,620 $718K
4 Integrity Wealth Partners, LLC 0.46% 18,870 $509K
5 Balboa Wealth Partners 0.44% 97,283 $2.6M
6 EJMK Ventures LLC 0.42% 28,043 $756K
7 Carter Financial Group, INC. 0.31% 18,498 $499K
8 Alteri Wealth LLC 0.30% 33,935 $915K
9 Strategic Blueprint, LLC 0.12% 78,299 $2.1M
10 Ignite Planners, LLC 0.09% 22,995 $612K
11 Latitude Advisors, LLC 0.09% 7,437 $200K
12 UNIQUE WEALTH, LLC 0.08% 22,283 $601K
13 Faithward Advisors, LLC 0.08% 21,444 $578K
14 Revisor Wealth Management LLC 0.08% 10,922 $294K
15 Independent Wealth Network Inc. 0.07% 8,188 $221K
16 Baer Investment Advisory LLC 0.05% 15,035 $405K
17 VICTORY FINANCIAL GROUP, LLC 0.05% 15,035 $405K
18 Koshinski Asset Management, Inc. 0.05% 29,248 $789K
19 Simplicity Wealth,LLC 0.04% 29,218 $788K
20 Rothschild Wealth LLC 0.02% 8,879 $239K
21 Ethos Financial Group, LLC 0.02% 8,517 $230K
22 Vise Technologies, Inc. 0.01% 20,956 $556K
23 CoreCap Advisors, LLC 0.01% 8,485 $229K
24 Cornerstone Planning Group LLC 0.00% 1,195 $34K
25 Cambridge Investment Research Advisors, Inc. 0.00% 39,404 $1K
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 — ZACKS TRUST (QUIZ)

What does the Smart Money Trend signal show for QUIZ?

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

More buyers than sellers — 95% buying: Last quarter: 38 funds were net buyers (24 opened a brand new position + 14 added to an existing one). Only 2 were sellers (2 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QUIZ holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 41 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QUIZ?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) 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.

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.