Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rbb Fd Inc (UTEN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — UTEN

Based on 54 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added UTEN 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
54 hedge funds hold UTEN right now — the highest count in 3.0 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 — +42% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+42% 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.
🟡

Slight buying edge — 54% buying

29 buying25 selling
Last quarter: 29 funds bought or added vs 25 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 9 → 12 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 39% new

■ 33% conviction (2yr+) ■ 28% medium ■ 39% new
Of the 54 current holders: 18 (33%) held >2 years, 15 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

2 → 7 → 9 → 12 → 14 new funds/Q
New funds entering each quarter: 7 → 9 → 12 → 14. A growing number of institutions are discovering UTEN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 35% veterans, 44% new entrants

■ 35% veterans ■ 20% 1-2yr ■ 44% new
Of 54 current holders: 19 (35%) held 2+ years, 11 held 1–2 years, 24 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
9 of 54 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — UTEN

In 2026 Q2, 29 hedge funds were net buyers of UTEN (14 opened a new position, 15 added to an existing one), while 25 reduced or exited (16 trimmed, 9 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in UTEN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 54.

Hedge Fund Ownership: UTEN

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

Market Analysis: UTEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UTEN

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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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: UTEN
54 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 54 49 10.2%
13F Shares 5M 5M -0.22%
Total Value $198M $202M -2.19%
New Positions 14 12 +2
Increased Positions 15 20 -5
Closed Positions 9 9 -
Reduced Positions 16 11 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UTEN

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Valuation Measures Data as of: --

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

54 + investors

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

QUARTER:
Top 25 UTEN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Woodard & Co Asset Management Group Inc /Adv 3.73% 598,332 $25.8M
2 Altfest L J & Co Inc 3.48% 831,674 $35.9M
3 Wealthcare Capital Management LLC 1.54% 375,016 $16.2M
4 Crew Capital Management, Ltd 0.99% 41,831 $1.8M
5 Stapp Wealth Management, Pllc 0.84% 14,825 $640K
6 Equitable Holdings, Inc. 0.23% 875,442 $37.8M
7 Stewardship Advisors, LLC 0.15% 17,135 $740K
8 Empirical Asset Management, LLC 0.15% 15,792 $682K
9 Global View Capital Management LLC 0.13% 14,312 $618K
10 Foguth Wealth Management, LLC. 0.12% 24,840 $1.1M
11 Valtinson Bruner Financial Planning LLC 0.06% 5,305 $229K
12 Apollon Wealth Management, LLC 0.03% 62,260 $2.7M
13 Nicolet Bankshares Inc 0.03% 20,068 $867K
14 F/m Investments LLC 0.03% 11,980 $518K
15 LVW Advisors, LLC 0.02% 6,346 $274K
16 Tower Research Capital LLC (TRC) 0.02% 20,761 $897K
17 Wealthcare Advisory Partners LLC 0.02% 25,346 $1.1M
18 Kovack Advisors, Inc. 0.02% 8,550 $369K
19 Royal Fund Management, LLC 0.02% 4,667 $202K
20 Daymark Wealth Partners, LLC 0.01% 10,524 $455K
21 J.W. Cole Advisors, INC. 0.01% 14,441 $624K
22 Bank of New Hampshire 0.01% 900 $39K
23 HighPoint Advisor Group LLC 0.01% 5,261 $227K
24 Savvy Advisors, Inc. 0.01% 6,542 $283K
25 Commonwealth Equity Services, LLC 0.01% 109,688 $4.7M
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 (UTEN)

What does the Smart Money Trend signal show for UTEN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added UTEN 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 UTEN?

Slight buying edge — 54% buying: Last quarter: 29 funds bought or added vs 25 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UTEN holders?

Strong quality — 22% AUM from major funds: 9 of 54 holders rank in the top 100 by AUM, accounting for 22% 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 UTEN?

Mixed — 33% long-term, 39% new: Of the 54 current holders: 18 (33%) held >2 years, 15 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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