Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Russell Invts Exchange Trade (RGLO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — RGLO

Based on 35 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RGLO 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
35 hedge funds hold RGLO 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 — +52% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+52% 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

19 buying13 selling
Last quarter: 19 funds bought or added vs 13 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 — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 9 → 6 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 37% entered in last year

■ 3% conviction (2yr+) ■ 60% medium ■ 37% new
Only 1 funds (3%) 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.
📊

Peak discovery — momentum slowing

23 → 5 → 9 → 6 → 5 new funds/Q
New funds entering each quarter: 5 → 9 → 6 → 5. RGLO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 97% of holders entered in last year

■ 3% veterans ■ 0% 1-2yr ■ 97% new
Of 35 current holders: 34 (97%) entered in the past year, only 1 (3%) 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.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
6 of 35 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in RGLO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — RGLO

In 2026 Q2, 19 hedge funds were net buyers of RGLO (5 opened a new position, 14 added to an existing one), while 13 reduced or exited (12 trimmed, 1 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 69% of total institutional value in RGLO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 35.

Hedge Fund Ownership: RGLO

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

Market Analysis: RGLO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RGLO

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

Loading signal freshness…
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
0.1
/ 10
conviction
Hedge Fund Positioning: RGLO
35 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 35 31 12.9%
13F Shares 12M 11M 7.28%
Total Value $398M $330M 20.48%
New Positions 5 6 -1
Increased Positions 14 13 +1
Closed Positions 1 6 -5
Reduced Positions 12 7 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RGLO

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Institutional Holders (2026 Q2)

35 + investors

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

QUARTER:
Top 25 RGLO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VestGen Investment Management 0.47% 27,061 $881K
2 Lockerman Financial Group, INC. 0.35% 7,135 $232K
3 Concorde Asset Management, LLC 0.21% 11,161 $363K
4 AlphaStar Capital Management, LLC 0.08% 37,026 $1.2M
5 Cetera Investment Advisers 0.07% 2,433,988 $79.2M
6 Envestnet Asset Management Inc 0.04% 5,569,114 $181.2M
7 SigFig Wealth Management, LLC 0.04% 45,583 $1.5M
8 Garden State Investment Advisory Services LLC 0.04% 6,525 $212K
9 Benjamin Edwards Inc 0.03% 113,758 $3.7M
10 VestGen Advisors, LLC 0.03% 32,630 $1.1M
11 Baird Financial Group, Inc. 0.03% 585,358 $19.0M
12 LPL Financial LLC 0.02% 2,774,446 $90.3M
13 Principal Securities, INC. 0.02% 41,831 $1.4M
14 Ausdal Financial Partners, Inc. 0.01% 7,608 $248K
15 Rossby Financial, LCC 0.01% 1,619 $53K
16 Sanctuary Advisors, LLC 0.01% 45,508 $1.5M
17 Envestnet Portfolio Solutions, Inc. 0.01% 37,575 $1.2M
18 World Investment Advisors 0.01% 9,390 $305K
19 Truist Financial Corp 0.00% 121,894 $4.0M
20 NewEdge Wealth, LLC 0.00% 12,386 $403K
21 Harbour Investments, INC. 0.00% 4,833 $157K
22 Mml Investors Services, LLC 0.00% 21,051 $685K
23 Commonwealth Equity Services, LLC 0.00% 14,657 $477K
24 IFP Advisors, Inc 0.00% 924 $30K
25 Jane Street Group, LLC 0.00% 117,518 $3.8M
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 — Russell Invts Exchange Trade (RGLO)

What does the Smart Money Trend signal show for RGLO?

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

Slight buying edge — 59% buying: Last quarter: 19 funds bought or added vs 13 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 RGLO holders?

Elite ownership — 69% AUM from top-100 funds: 6 of 35 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in RGLO. 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 RGLO?

Mostly new holders — 37% entered in last year: Only 1 funds (3%) 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.

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