ISHARES TR (AQLT)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 14 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders14of 5,944

Avg: 68

Uncrowded73th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.78x

41th percentile

7 buying9 selling

+3

New

-5

Closed

-31,515

Net shares

Ownership Concentration

Top 5: 98.8%Top 10: 100.0%

Balentine93.6%

Advocacy Wealth Management,2.0%

NATIONAL BANK OF CANADA1.7%

Empire Life Investments0.8%

SUSQUEHANNA INTERNATIONAL GROUP, LLP0.7%

Others (9)1.2%

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Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.78%Max: 7.41%High conviction (>1%): 1

Balentine

Advocacy Wealth Management,

NATIONAL BANK OF CANADA

Empire Life Investments

SUSQUEHANNA INTERNATIONAL GROUP, LLP

FLOW TRADERS U.S.

CITADEL ADVISORS

Ameliora Wealth Management

ROYAL BANK OF CANADA

HB Wealth Management,

Institutional Trends (6 Quarters)

No trend data available for this metric.

Ownership Map

Top 14 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 14 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Crowding AnalysisModerate

Holders14of 5,944

Avg: 68

Uncrowded73th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.78x

41th percentile

7 buying9 selling

+3

New

-5

Closed

-31,515

Net shares

Ownership Concentration

Top 5: 98.8%Top 10: 100.0%

Balentine93.6%

Advocacy Wealth Management,2.0%

NATIONAL BANK OF CANADA1.7%

Empire Life Investments0.8%

SUSQUEHANNA INTERNATIONAL GROUP, LLP0.7%

Others (9)1.2%

Crowding AnalysisModerate

Holders14of 5,944

Avg: 68

Uncrowded73th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.78x

41th percentile

7 buying9 selling

+3

New

-5

Closed

-31,515

Net shares

Ownership Concentration

Top 5: 98.8%Top 10: 100.0%

Balentine93.6%

Advocacy Wealth Management,2.0%

NATIONAL BANK OF CANADA1.7%

Empire Life Investments0.8%

SUSQUEHANNA INTERNATIONAL GROUP, LLP0.7%

Others (9)1.2%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)