Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

RBB FD INC (OBIL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — OBIL

Based on 60 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added OBIL 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
60 hedge funds hold OBIL 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 — +22% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+22% 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 — 52% buying

28 buying26 selling
Last quarter: 28 funds bought or added vs 26 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 8 → 10 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 25% new

35% conviction (2yr+) 40% medium 25% new
Of the 60 current holders: 21 (35%) held >2 years, 24 held 1–2 years, and 15 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.
📊

Peak discovery — momentum slowing

7 → 13 → 8 → 10 → 6 new funds/Q
New funds entering each quarter: 13 → 8 → 10 → 6. OBIL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 30% veterans, 45% new entrants

30% veterans 25% 1-2yr 45% new
Of 60 current holders: 18 (30%) held 2+ years, 15 held 1–2 years, 27 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
7 of 60 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in OBIL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Hedge Fund Ownership: OBIL

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

Market Analysis: OBIL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OBIL

-- --

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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: OBIL
2026 Q1 Stats Unlock in 15 days 60 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 60 59 1.69%
13F Shares 4M 4M 1.69%
Total Value $187M $184M 1.47%
New Positions 6 10 -4
Increased Positions 22 21 +1
Closed Positions 5 5 -
Reduced Positions 21 21 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OBIL

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Valuation Measures Data as of: --

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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) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

60 + investors

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

Top 25 institutional holders of OBIL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sunrise Financial Services, LLC 2.64% 74,504 $3.7M
2 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.63% 92,241 $4.6M
3 Alpine Bank Wealth Management 0.51% 70,638 $3.5M
4 Crew Capital Management, Ltd 0.39% 11,817 $592K
5 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.39% 149,397 $7.5M
6 Formidable Asset Management, LLC 0.30% 38,404 $1.9M
7 Curran Financial Partners, LLC 0.17% 18,535 $928K
8 Global View Capital Management LLC 0.16% 11,751 $588K
9 KPP Advisory Services LLC 0.15% 21,273 $1.1M
10 Heck Capital Advisors, LLC 0.11% 29,850 $1.5M
11 Amplius Wealth Advisors, LLC 0.06% 13,475 $675K
12 MML INVESTORS SERVICES, LLC 0.04% 300,207 $15.0M
13 Wealthcare Advisory Partners LLC 0.03% 35,483 $1.8M
14 SAX WEALTH ADVISORS, LLC 0.02% 8,305 $417K
15 Sigma Planning Corp 0.01% 6,338 $317K
16 Private Advisor Group, LLC 0.01% 36,582 $1.8M
17 World Investment Advisors 0.01% 10,087 $505K
18 IFP Advisors, Inc 0.00% 3,397 $170K
19 Kestra Advisory Services, LLC 0.00% 16,660 $834K
20 Stratos Wealth Partners, LTD. 0.00% 5,485 $275K
21 TRUIST FINANCIAL CORP 0.00% 45,001 $2.3M
22 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 20,527 $1.0M
23 ENVESTNET ASSET MANAGEMENT INC 0.00% 145,333 $7.3M
24 NBC SECURITIES, INC. 0.00% 500 $25K
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 20,766 $1.0M
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 (OBIL)

What does the Smart Money Trend signal show for OBIL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added OBIL 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 OBIL?

Slight buying edge — 52% buying: Last quarter: 28 funds bought or added vs 26 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 OBIL holders?

Elite ownership — 45% AUM from top-100 funds: 7 of 60 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in OBIL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OBIL?

Mixed — 35% long-term, 25% new: Of the 60 current holders: 21 (35%) held >2 years, 24 held 1–2 years, and 15 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.