Rbb Fund Trust (COPY): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Rbb Fund Trust (COPY) following the 2026 Q1 hedge fund 13F filings?

As of today, COPY has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), COPY gained nan% vs +12.4% 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.

Rbb Fund Trust (COPY)

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

Smart Money Signals — COPY

Based on 42 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 5Q

For 5 consecutive quarters, more hedge funds added COPY 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

42 hedge funds hold COPY right now — the highest count in 1.5 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.

🚀

Fast accumulation — +950% more funds vs a year ago

fund count last 6Q

+38 new funds entered over the past year (+950% 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 — 80% buying

33 buying8 selling

Last quarter: 33 funds were net buyers (17 opened a brand new position + 16 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter

Funds opening a new COPY position: 9 → 16 → 7 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 83% entered in last year

■ 0% conviction (2yr+) ■ 17% medium ■ 83% 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.

➡️

Steady discovery — ~17 new funds/quarter

4 → 9 → 16 → 7 → 17 new funds/Q

New funds entering each quarter: 9 → 16 → 7 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 98% of holders entered in last year

■ 0% veterans ■ 2% 1-2yr ■ 98% new

Of 42 current holders: 41 (98%) 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.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

7 of 42 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.1

out of 10

High Exit Risk

Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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	41	30	36.67%
13F Shares	5M	2M	213.48%
Total Value	$69M	$22M	210.05%
New Positions	16	7	+9
Increased Positions	16	14	+2
Closed Positions	5	4	+1
Reduced Positions	3	4	-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

36.67%

13F Shares

213.48%

Total Value

$69M

$22M

210.05%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

41 + investors

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

QUARTER:

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

Top 25 COPY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	DKM Wealth Management, Inc.	2.18%	220,272	$3.0M
2	Pinnacle Wealth Management Advisory Group, LLC	0.53%	566,079	$7.8M
3	Fund Advisors of America Inc/FL	0.27%	19,483	$267K
4	Nations Financial Group Inc, /Ia/ /Adv	0.23%	320,393	$4.4M
5	Pinnacle Associates Ltd	0.21%	1,216,517	$16.7M
6	TCFG Investment Advisors, LLC	0.09%	18,100	$248K
7	Tcfg Wealth Management, LLC	0.09%	18,100	$248K
8	Arete Wealth Advisors, LLC	0.04%	36,915	$507K
9	Certified Advisory Corp	0.03%	26,259	$360K
10	Gts Securities LLC	0.03%	53,395	$733K
11	Mutual Advisors, LLC	0.02%	71,281	$978K
12	PFG Investments, LLC	0.02%	27,199	$373K
13	Rialto Wealth Management, LLC	0.02%	5,320	$73K
14	D.A. Davidson & CO.	0.02%	192,100	$2.6M
15	Sanctuary Advisors, LLC	0.01%	144,616	$2.0M
16	Oppenheimer & Co Inc	0.01%	60,407	$829K
17	N.E.W. Advisory Services LLC	0.01%	8,518	$117K
18	Private Management Group Inc	0.01%	20,507	$281K
19	Steward Partners Investment Advisory, LLC	0.01%	93,379	$1.3M
20	Sound Income Strategies, LLC	0.00%	7,222	$99K
21	Joel Isaacson & Co., LLC	0.00%	10,110	$139K
22	Advisors Capital Management, LLC	0.00%	25,428	$349K
23	Financial Gravity Asset Management, Inc.	0.00%	1,000	$14K
24	Glenmede Trust Co NA	0.00%	33,800	$464K
25	LPL Financial LLC	0.00%	368,067	$5.0M

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 — Rbb Fund Trust (COPY)

What does the Smart Money Trend signal show for COPY?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added COPY 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 COPY?

More buyers than sellers — 80% buying: Last quarter: 33 funds were net buyers (17 opened a brand new position + 16 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for COPY holders?

Strong quality — 36% AUM from major funds: 7 of 42 holders rank in the top 100 by AUM, accounting for 36% 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 COPY?

Mostly new holders — 83% 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.

Is it too late to buy Rbb Fund Trust (COPY) following the 2026 Q1 hedge fund 13F filings?

As of today, COPY has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), COPY has gained nan% vs +12.4% 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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Rbb Fund Trust (COPY)

Smart Money Signals — COPY

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +950% more funds vs a year ago

More buyers than sellers — 80% buying

More new buyers each quarter (+10 vs last Q)

Mostly new holders — 83% entered in last year

Steady discovery — ~17 new funds/quarter

Early stage — 98% of holders entered in last year

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — COPY

Hedge Fund Ownership: COPY

Market Analysis: COPY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: COPY

Is It Too Late to Buy Rbb Fund Trust (COPY) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: COPY

Statistics: COPY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Rbb Fund Trust (COPY)

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