Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

RBB FUND TRUST (COPY)

29 + 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
↑ +3
Streak
4Q ▲
Buyers last Q
71%

Smart Money Signals — COPY

Based on 29 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 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
29 hedge funds hold COPY right now — the highest count in 1.2 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 — +2800% more funds vs a year ago

fund count last 5Q
+28 new funds entered over the past year (+2800% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 71% buying

20 buying8 selling
Last quarter: 20 funds were net buyers (7 opened a brand new position + 13 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 4 → 9 → 15 → 7. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 93% entered in last year

■ 0% conviction (2yr+) ■ 7% medium ■ 93% 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 — ~7 new funds/quarter

4 → 9 → 15 → 7 new funds/Q
New funds entering each quarter: 4 → 9 → 15 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 29 current holders: 29 (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 — 15% AUM from top-100

15% from top-100 AUM funds
3 of 29 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.3
out of 10
High Exit Risk
Exit risk score 7.3/10 — 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.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: COPY
2026 Q1 Stats Unlock in 11 days 29 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 29 26 11.54%
13F Shares 2M 2M -2.18%
Total Value $22M $22M 2.47%
New Positions 7 15 -8
Increased Positions 13 6 +7
Closed Positions 4 0 +4
Reduced Positions 4 2 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: COPY

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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 Q1)

29 + investors

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

Top 24 institutional holders of COPY — 2025 Q4 · 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 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.23% 320,393 $4.4M
4 PINNACLE ASSOCIATES LTD 0.21% 1,216,517 $16.7M
5 TCFG Investment Advisors, LLC 0.09% 18,100 $248K
6 TCFG WEALTH MANAGEMENT, LLC 0.09% 18,100 $248K
7 Certified Advisory Corp 0.03% 26,259 $360K
8 Mutual Advisors, LLC 0.02% 71,281 $978K
9 PFG Investments, LLC 0.02% 27,199 $373K
10 D.A. DAVIDSON & CO. 0.02% 192,100 $2.6M
11 Sanctuary Advisors, LLC 0.01% 144,616 $2.0M
12 OPPENHEIMER & CO INC 0.01% 60,407 $829K
13 N.E.W. Advisory Services LLC 0.01% 8,518 $117K
14 PRIVATE MANAGEMENT GROUP INC 0.01% 20,507 $281K
15 Steward Partners Investment Advisory, LLC 0.01% 93,379 $1.3M
16 Sound Income Strategies, LLC 0.00% 7,222 $99K
17 Joel Isaacson & Co., LLC 0.00% 10,110 $139K
18 Advisors Capital Management, LLC 0.00% 25,428 $349K
19 Financial Gravity Asset Management, Inc. 0.00% 1,000 $14K
20 LPL Financial LLC 0.00% 368,067 $5.0M
21 Kestra Advisory Services, LLC 0.00% 23,417 $321K
22 Sequoia Financial Advisors, LLC 0.00% 12,912 $177K
23 Bogart Wealth, LLC 0.00% 25 —
24 UBS Group AG 0.00% 100 $1K
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 — 4 quarters in a row: For 4 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 — 71% buying: Last quarter: 20 funds were net buyers (7 opened a brand new position + 13 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for COPY holders?

Smaller funds dominant — 15% AUM from top-100: 3 of 29 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held COPY?

Mostly new holders — 93% 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.