Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Brc Group Holdings Inc (RILY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — RILY

Based on 78 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RILY 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.
🔻

Below peak — only 49% of 3.0Y high

49% of all-time peak
Only 78 funds hold RILY today versus a peak of 158 funds at 2023 Q3 — just 49% 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.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold RILY compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

40 buying44 selling
Last quarter: 44 funds reduced or exited vs 40 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 — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 16 → 15 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 18% medium ■ 23% new
46 out of 78 hedge funds have held RILY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +133% but shares only +48% — price-driven

Value
+132%
Shares
+48%
Last quarter: the total dollar value of institutional holdings rose +133%, but actual share count only changed +48%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~19 new funds/quarter

11 → 19 → 16 → 15 → 19 new funds/Q
New funds entering each quarter: 19 → 16 → 15 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 88 holders: 58 (66%) are 2+ year veterans, 12 entered 1–2 years ago, and 18 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
28 of 77 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.1
out of 10
Low Exit Risk
Exit risk score 1.1/10 — 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 — RILY

In 2026 Q1, 40 hedge funds were net buyers of RILY (19 opened a new position, 21 added to an existing one), while 44 reduced or exited (29 trimmed, 15 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 33% of total institutional value in RILY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 78.

Hedge Fund Ownership: RILY

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

Market Analysis: RILY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RILY

-- --

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: RILY
94 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 94 78 20.51%
13F Shares 20M 13M 58.12%
Total Value $159M $93M 70.55%
New Positions 31 19 +12
Increased Positions 34 19 +15
Closed Positions 14 15 -1
Reduced Positions 17 26 -9
Total Calls 5 6 -16.67%
Total Puts 5 5 -
PUT/CALL Ratio 1.0 0.83 Neutral

Statistics: RILY

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

94 + investors

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

QUARTER:
Top 25 RILY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dba Trading, LLC 11.88% 3,227,869 $23.6M
2 Equitec Proprietary Markets, LLC 4.88% 3,397,611 $27.3M
3 White Pine Capital LLC 0.21% 109,241 $878K
4 Mork Capital Management, LLC 0.13% 25,000 $201K
5 Straight Path Wealth Management 0.08% 43,800 $352K
6 Regatta Research & Money Management 0.07% 9,650 $78K
7 State of Wyoming 0.04% 43,591 $350K
8 B. Riley Wealth Advisors, Inc. 0.03% 73,820 $604K
9 Quinn Opportunity Partners LLC 0.03% 85,000 $683K
10 Allied Private Wealth LLC 0.03% 6,840 $49K
11 Arete Wealth Advisors, LLC 0.03% 109,652 $882K
12 Susquehanna Fundamental Investments, LLC 0.02% 143,787 $1.2M
13 Fox Run Management, L.L.C. 0.01% 10,420 $84K
14 CastleKnight Management LP 0.01% 107,289 $863K
15 Global Retirement Partners, LLC 0.01% 89,289 $718K
16 First Eagle Investment Management, LLC 0.01% 680,961 $5.5M
17 Bridgeway Capital Management, LLC 0.01% 50,400 $405K
18 Engineers Gate Manager LP 0.01% 55,159 $443K
19 Federated Hermes, INC. 0.00% 331,798 $2.7M
20 Mgo One Seven LLC 0.00% 28,373 $228K
21 Marshall Wace, LLP 0.00% 449,676 $3.6M
22 Renaissance Technologies LLC 0.00% 244,500 $2.0M
23 Group One Trading LLC 0.00% 194,692 $1.6M
24 Steward Partners Investment Advisory, LLC 0.00% 46,095 $371K
25 Walleye Capital LLC 0.00% 38,300 $308K
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 — Brc Group Holdings Inc (RILY)

What does the Smart Money Trend signal show for RILY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RILY 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 RILY?

More sellers than buyers — 48% buying: Last quarter: 44 funds reduced or exited vs 40 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 RILY holders?

Strong quality — 33% AUM from major funds: 28 of 77 holders rank in the top 100 by AUM, accounting for 33% 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 RILY?

59% of holders stayed for 2+ years: 46 out of 78 hedge funds have held RILY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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