Stock Analysis
Data Source: SEC EDGAR 13F
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First Tr Exchange-Traded Fd (RBLD)

25 + Investors. Track Smart Money conviction in RBLD. 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
↑ +2
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — RBLD

Based on 26 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 RBLD 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
26 hedge funds hold RBLD 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 — +30% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+30% 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 — 59% buying

16 buying11 selling
Last quarter: 16 funds bought or added vs 11 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 6 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 38% new

38% conviction (2yr+) 23% medium 38% new
Of the 26 current holders: 10 (38%) held >2 years, 6 held 1–2 years, and 10 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.
💰

Value +195% but shares only +162% — price-driven

Value
+194%
Shares
+161%
Last quarter: the total dollar value of institutional holdings rose +195%, but actual share count only changed +162%. 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 — ~8 new funds/quarter

5 → 0 → 6 → 6 → 8 new funds/Q
New funds entering each quarter: 0 → 6 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 46% new entrants

38% veterans 15% 1-2yr 46% new
Of 26 current holders: 10 (38%) held 2+ years, 4 held 1–2 years, 12 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
3 of 25 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — RBLD

In 2026 Q2, 16 hedge funds were net buyers of RBLD (8 opened a new position, 8 added to an existing one), while 11 reduced or exited (5 trimmed, 6 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in RBLD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 26.

Hedge Fund Ownership: RBLD

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

Market Analysis: RBLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RBLD

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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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: RBLD
25 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 25 24 4.17%
13F Shares 298K 114K 161.82%
Total Value $27M $9M 194.6%
New Positions 8 6 +2
Increased Positions 8 6 +2
Closed Positions 6 3 +3
Reduced Positions 5 5 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RBLD

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Institutional Holders (2026 Q2)

25 + investors

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

QUARTER:
Top 25 RBLD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cooper Capital Advisors LLC 6.05% 154,945 $13.9M
2 Optivise Advisory Services LLC 0.13% 2,783 $250K
3 Keystone Financial Group, Inc. 0.09% 1,804 $162K
4 Performance Wealth Partners, LLC 0.09% 38,113 $3.4M
5 Sterling Investment Advisors, Ltd. 0.06% 3,695 $333K
6 International Assets Investment Management, LLC 0.02% 3,347 $296K
7 Dynamic Advisor Solutions LLC 0.01% 2,760 $248K
8 Institute for Wealth Management, LLC. 0.01% 855 $77K
9 Kestra Private Wealth Services, LLC 0.00% 3,500 $315K
10 Sanctuary Advisors, LLC 0.00% 8,052 $725K
11 LPL Financial LLC 0.00% 25,043 $2.3M
12 Harbour Investments, INC. 0.00% 380 $34K
13 Royal Bank of Canada 0.00% 31,129 $2.8M
14 Creative Financial Designs Inc /Adv 0.00% 91 $8K
15 Geneos Wealth Management Inc. 0.00% 175 $16K
16 NewEdge Advisors, LLC 0.00% 800 $72K
17 Integrated Wealth Concepts LLC 0.00% 260 $23K
18 Raymond James Financial Inc 0.00% 4,319 $389K
19 Global Retirement Partners, LLC 0.00% 60 $5K
20 Osaic Holdings, INC. 0.00% 716 $64K
21 Susquehanna International Group, LLP 0.00% 5,715 $514K
22 National Bank of Canada /Fi/ 0.00% 600 $54K
23 Jane Street Group, LLC 0.00% 2,307 $208K
24 Morgan Stanley 0.00% 3,209 $289K
25 Jpmorgan Chase & Co 0.00%
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 — First Tr Exchange-Traded Fd (RBLD)

What does the Smart Money Trend signal show for RBLD?

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

Slight buying edge — 59% buying: Last quarter: 16 funds bought or added vs 11 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 RBLD holders?

Strong quality — 20% AUM from major funds: 3 of 25 holders rank in the top 100 by AUM, accounting for 20% 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 RBLD?

Mixed — 38% long-term, 38% new: Of the 26 current holders: 10 (38%) held >2 years, 6 held 1–2 years, and 10 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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