Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Collaborative Investmnt Ser (RDFI)

13 + Investors. Track Smart Money conviction in RDFI. 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
1Q ▲
Buyers last Q
75%

Smart Money Signals — RDFI

Based on 13 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 RDFI 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
13 hedge funds hold RDFI 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 75% buying

9 buying3 selling
Last quarter: 9 funds were net buyers (3 opened a brand new position + 6 added to an existing one). Only 3 were sellers (2 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 2 → 1 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 38% new

31% conviction (2yr+) 31% medium 38% new
Of the 13 current holders: 4 (31%) held >2 years, 4 held 1–2 years, and 5 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.
⚠️

Saturation — most institutions already know this story

1 → 5 → 2 → 1 → 3 new funds/Q
New funds entering each quarter: 5 → 2 → 1 → 3. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 31% veterans, 46% new entrants

31% veterans 23% 1-2yr 46% new
Of 13 current holders: 4 (31%) held 2+ years, 3 held 1–2 years, 6 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
0 of 13 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — RDFI

In 2026 Q1, 9 hedge funds were net buyers of RDFI (3 opened a new position, 6 added to an existing one), while 3 reduced or exited (2 trimmed, 1 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 13.

Hedge Fund Ownership: RDFI

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

Market Analysis: RDFI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RDFI

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

Is It Too Late to Buy Collaborative Investmnt Ser (RDFI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RDFI has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 7d ago
RDFI
-1.0%
SPY
+0.6%

RDFI outperformed SPY by -1.6% since June 30, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: RDFI
2026 Q2 Stats Unlock in 43 days 13 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 13 11 18.18%
13F Shares 2M 1M 28.56%
Total Value $33M $28M 18.32%
New Positions 3 1 +2
Increased Positions 6 6 -
Closed Positions 1 2 -1
Reduced Positions 2 3 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RDFI

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Institutional Holders (2026 Q2)

13 + investors

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

QUARTER:
Top 1 RDFI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Noble Wealth Management PBC 0.10% 9,228 $220K
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 — Collaborative Investmnt Ser (RDFI)

What does the Smart Money Trend signal show for RDFI?

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

More buyers than sellers — 75% buying: Last quarter: 9 funds were net buyers (3 opened a brand new position + 6 added to an existing one). Only 3 were sellers (2 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RDFI holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 13 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RDFI?

Mixed — 31% long-term, 38% new: Of the 13 current holders: 4 (31%) held >2 years, 4 held 1–2 years, and 5 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.

Is it too late to buy Collaborative Investmnt Ser (RDFI) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), RDFI has gained -1.0% vs +0.6% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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