Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rbb Fund Trust (COPY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
5Q ▲
Buyers last Q
80%

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.

Institutional Sentiment Summary — COPY

In 2026 Q1, 33 hedge funds were net buyers of COPY (17 opened a new position, 16 added to an existing one), while 8 reduced or exited (3 trimmed, 5 sold completely) — a 80% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in COPY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 42.

Hedge Fund Ownership: COPY

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

Market Analysis: COPY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: COPY

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: COPY
2026 Q2 Stats Unlock in 4 days 41 + Investors

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

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

Statistics: COPY

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Financial Highlights

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Institutional Holders (2026 Q2)

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:
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.
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. 2.10% 217,962 $3.2M
2 Pinnacle Wealth Management Advisory Group, LLC 0.57% 650,109 $9.6M
3 Fund Advisors of America Inc/FL 0.26% 19,551 $288K
4 Nations Financial Group Inc, /Ia/ /Adv 0.23% 331,322 $4.9M
5 Pinnacle Associates Ltd 0.22% 1,368,387 $20.2M
6 EverSource Wealth Advisors, LLC 0.09% 181,351 $2.7M
7 TCFG Investment Advisors, LLC 0.09% 18,100 $267K
8 Sage Capital Management, LLC 0.09% 14,800 $218K
9 Arete Wealth Advisors, LLC 0.04% 92,620 $1.4M
10 Certified Advisory Corp 0.03% 26,259 $387K
11 Great Valley Advisor Group, INC. 0.02% 100,814 $1.5M
12 Mutual Advisors, LLC 0.02% 70,926 $1.0M
13 Rialto Wealth Management, LLC 0.02% 6,025 $89K
14 PFG Investments, LLC 0.02% 27,099 $399K
15 Gts Securities LLC 0.01% 46,753 $689K
16 Sanctuary Advisors, LLC 0.01% 187,111 $2.8M
17 Oppenheimer & Co Inc 0.01% 67,259 $991K
18 Steward Partners Investment Advisory, LLC 0.01% 114,645 $1.7M
19 N.E.W. Advisory Services LLC 0.01% 8,518 $125K
20 D.A. Davidson & CO. 0.01% 102,729 $1.5M
21 Private Management Group Inc 0.01% 20,099 $296K
22 NewEdge Advisors, LLC 0.01% 152,276 $2.2M
23 Joel Isaacson & Co., LLC 0.00% 10,661 $157K
24 Advisors Capital Management, LLC 0.00% 25,428 $375K
25 Financial Gravity Companies, Inc. 0.00% 1,000 $15K
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.

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.

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