Ishares Tr (TLTW) Hedge Fund Ownership (Q1 2026)

Ishares Tr (TLTW)

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

Smart Money Signals — TLTW

Based on 131 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added TLTW 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

131 hedge funds hold TLTW 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 — +64% more funds vs a year ago

fund count last 6Q

+51 new funds entered over the past year (+64% 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 — 74% buying

102 buying36 selling

Last quarter: 102 funds were net buyers (24 opened a brand new position + 78 added to an existing one). Only 36 were sellers (22 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 20 → 21 → 38 → 24. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

📌

Mixed — 26% long-term, 42% new

■ 26% conviction (2yr+) ■ 32% medium ■ 42% new

Of the 131 current holders: 34 (26%) held >2 years, 42 held 1–2 years, and 55 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

🚀

Acceleration phase — new buyers rushing in

10 → 20 → 21 → 38 → 24 new funds/Q

New funds entering each quarter: 20 → 21 → 38 → 24. 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.

📊

Mixed cohorts — 24% veterans, 50% new entrants

■ 24% veterans ■ 25% 1-2yr ■ 50% new

Of 131 current holders: 32 (24%) held 2+ years, 33 held 1–2 years, 66 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds

18 of 131 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in TLTW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.9

out of 10

Moderate Exit Risk

Exit risk score 4.9/10 — 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	130	120	8.33%
13F Shares	22M	17M	27.95%
Total Value	$480M	$400M	20.15%
New Positions	24	38	-14
Increased Positions	77	49	+28
Closed Positions	14	15	-1
Reduced Positions	22	23	-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

130

120

8.33%

13F Shares

22M

17M

27.95%

Total Value

$480M

$400M

20.15%

New Positions

-14

Increased Positions

+28

Closed Positions

-1

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

130 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TLTW. 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 TLTW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Foguth Wealth Management, LLC.	3.72%	1,506,792	$32.7M
2	FWG Holdings, LLC	2.35%	313,795	$6.8M
3	Columbus Macro, LLC	1.55%	715,323	$16.0M
4	Hamilton Wealth, LLC	1.28%	313,977	$7.0M
5	Sentinel Advisory Group, LLC	1.21%	132,639	$3.0M
6	Traphagen Investment Advisors LLC	0.55%	345,355	$7.7M
7	Prevail Innovative Wealth Advisors, LLC	0.49%	147,659	$3.3M
8	Triumph Capital Management	0.45%	111,429	$2.5M
9	Secure Asset Management, LLC	0.36%	113,843	$2.5M
10	Dover Advisors, LLC	0.29%	30,761	$697K
11	Pasadena Private Wealth, LLC	0.23%	81,187	$1.8M
12	NCM Capital Management, LLC	0.22%	31,969	$714K
13	Alpine Bank Wealth Management	0.22%	75,497	$1.7M
14	Lloyd Advisory Services, LLC.	0.19%	21,873	$489K
15	Armstrong Advisory Group, Inc	0.18%	135,889	$3.0M
16	Frontier Asset Management, LLC	0.17%	41,787	$934K
17	Transcend Capital Advisors, LLC	0.16%	104,859	$2.3M
18	Core Wealth Advisors, Inc.	0.15%	33,982	$759K
19	Walser Wealth Management Company, A Ltd Liability Co	0.15%	16,123	$360K
20	IHT Wealth Management, LLC	0.14%	297,695	$6.7M
21	Sovran Advisors, LLC	0.13%	82,121	$1.8M
22	Latitude Advisors, LLC	0.12%	13,280	$297K
23	Wealth Alliance, LLC	0.11%	60,589	$1.4M
24	Kingswood Wealth Advisors, LLC	0.10%	112,393	$2.5M
25	Joseph P. Lucia & Associates, LLC	0.09%	12,994	$290K

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 Tr (TLTW)

What does the Smart Money Trend signal show for TLTW?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added TLTW 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 TLTW?

More buyers than sellers — 74% buying: Last quarter: 102 funds were net buyers (24 opened a brand new position + 78 added to an existing one). Only 36 were sellers (22 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TLTW holders?

Elite ownership — 46% AUM from top-100 funds: 18 of 131 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in TLTW. 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 TLTW?

Mixed — 26% long-term, 42% new: Of the 131 current holders: 34 (26%) held >2 years, 42 held 1–2 years, and 55 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Ishares Tr (TLTW)

Smart Money Signals — TLTW

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +64% more funds vs a year ago

More buyers than sellers — 74% buying

Fewer new buyers each quarter (-14 vs last Q)

Mixed — 26% long-term, 42% new

Acceleration phase — new buyers rushing in

Mixed cohorts — 24% veterans, 50% new entrants

Elite ownership — 46% AUM from top-100 funds

Institutional Sentiment Summary — TLTW

Hedge Fund Ownership: TLTW

Market Analysis: TLTW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TLTW

Hedge Fund Positioning: TLTW

Statistics: TLTW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (TLTW)

Welcome to 13Foresight!