Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rbb Fd Inc (RBIL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
46%

Smart Money Signals — RBIL

Based on 22 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 4Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🔻

Below peak — only 69% of 1.2Y high

69% of all-time peak
Only 22 funds hold RBIL today versus a peak of 32 funds at 2025 Q3 — just 69% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📶

Steady growth — +16% more funds vs a year ago

fund count last 5Q
+3 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.
🟠

More sellers than buyers — 46% buying

12 buying14 selling
Last quarter: 14 funds reduced or exited vs 12 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 8 → 5 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 59% entered in last year

■ 0% conviction (2yr+) ■ 41% medium ■ 59% 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.
⚠️

Saturation — most institutions already know this story

17 → 8 → 5 → 7 new funds/Q
New funds entering each quarter: 17 → 8 → 5 → 7. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 22 current holders: 22 (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 — 8% AUM from top-100

8% from top-100 AUM funds
5 of 22 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — RBIL

In 2026 Q1, 12 hedge funds were net buyers of RBIL (7 opened a new position, 5 added to an existing one), while 14 reduced or exited (7 trimmed, 7 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 22.

Hedge Fund Ownership: RBIL

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

Market Analysis: RBIL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RBIL

-- --

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 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: RBIL
36 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 22 63.64%
13F Shares 2M 957K 91.39%
Total Value $91M $48M 89.19%
New Positions 16 7 +9
Increased Positions 12 5 +7
Closed Positions 2 7 -5
Reduced Positions 5 7 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RBIL

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 Q2)

36 + investors

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

QUARTER:
Top 25 RBIL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rock Creek Group LLC 4.55% 906,956 $45.2M
2 BlackDiamond Wealth Management, LLC 1.26% 62,566 $3.1M
3 Legacy CG, LLC 0.93% 72,942 $3.6M
4 Crew Capital Management, Ltd 0.42% 15,322 $764K
5 F/m Investments LLC 0.40% 156,208 $7.8M
6 Emerald Investment Advisers, LLC 0.28% 83,696 $4.2M
7 Fermata Advisors, LLC 0.22% 22,129 $1.1M
8 Fortune Financial Advisors, LLC 0.22% 10,245 $511K
9 Byrne Financial Freedom, LLC 0.14% 7,200 $359K
10 Heck Capital Advisors, LLC 0.09% 29,043 $1.4M
11 Formidable Asset Management, LLC 0.08% 9,512 $476K
12 3EDGE Asset Management, LP 0.06% 29,153 $1.5M
13 HORAN Wealth, LLC 0.05% 11,819 $590K
14 Spinnaker Investment Group, LLC 0.03% 4,202 $210K
15 Central Pacific Bank - Trust Division 0.02% 4,160 $208K
16 Founders Financial Alliance, LLC 0.02% 3,003 $150K
17 Royal Fund Management, LLC 0.02% 4,304 $215K
18 Snowden Capital Advisors LLC 0.01% 7,349 $367K
19 Harbor Investment Advisory, LLC 0.01% 1,993 $99K
20 Integrated Wealth Concepts LLC 0.01% 22,304 $1.1M
21 Lido Advisors, LLC 0.00% 32,733 $1.6M
22 Private Advisor Group, LLC 0.00% 13,300 $664K
23 Steward Partners Investment Advisory, LLC 0.00% 11,034 $550K
24 NewEdge Advisors, LLC 0.00% 11,183 $558K
25 Raymond James Financial Inc 0.00% 61,213 $3.1M
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 Fd Inc (RBIL)

What does the Smart Money Trend signal show for RBIL?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for RBIL?

More sellers than buyers — 46% buying: Last quarter: 14 funds reduced or exited vs 12 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for RBIL holders?

Smaller funds dominant — 8% AUM from top-100: 5 of 22 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RBIL?

Mostly new holders — 59% 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.

Full history →