Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Two Rds Shared Tr (RPHS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — RPHS

Based on 18 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their RPHS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
18 funds currently hold this stock — 86% of the 3.0-year high of 21 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
1 fewer hedge funds hold RPHS compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 58% buying

11 buying8 selling
Last quarter: 11 funds bought or added vs 8 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 — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 0 → 6 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 22% new

■ 33% conviction (2yr+) ■ 44% medium ■ 22% new
Of the 18 current holders: 6 (33%) held >2 years, 8 held 1–2 years, and 4 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.
➡️

Steady discovery — ~4 new funds/quarter

3 → 4 → 0 → 6 → 4 new funds/Q
New funds entering each quarter: 4 → 0 → 6 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 44% veterans vs 39% newcomers

■ 44% veterans ■ 17% 1-2yr ■ 39% new
Entry-cohort mix of 18 holders: 8 (44%) are 2+ year veterans, 3 entered 1–2 years ago, and 7 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
4 of 18 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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.

Institutional Sentiment Summary — RPHS

In 2026 Q1, 11 hedge funds were net buyers of RPHS (4 opened a new position, 7 added to an existing one), while 8 reduced or exited (3 trimmed, 5 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 18.

Hedge Fund Ownership: RPHS

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

Market Analysis: RPHS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RPHS

-- --

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

Is It Too Late to Buy Two Rds Shared Tr (RPHS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RPHS has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 82d ago
RPHS
+10.5%
SPY
+15.1%

RPHS outperformed SPY by -4.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
RPHS
+0.3%
SPY
+1.3%

Since the filing became public, RPHS outperformed SPY by -1.0% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: RPHS
18 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 18 19 -5.26%
13F Shares 5M 5M 7.53%
Total Value $47M $46M 2.4%
New Positions 4 6 -2
Increased Positions 7 5 +2
Closed Positions 5 2 +3
Reduced Positions 3 7 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RPHS

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

18 + investors

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

QUARTER:
Top 18 RPHS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 J.M. Arbour, LLC 1.55% 166,364 $1.6M
2 Foundations Investment Advisors, LLC 0.49% 4,044,667 $39.2M
3 Anfield Capital Management, LLC 0.39% 145,344 $1.4M
4 TCFG Investment Advisors, LLC 0.15% 40,059 $391K
5 Tcfg Wealth Management, LLC 0.15% 40,059 $391K
6 Mosley Wealth Management 0.05% 10,205 $113K
7 Independent Advisor Alliance 0.01% 83,140 $806K
8 AdvisorNet Financial, Inc 0.01% 16,693 $162K
9 AE Wealth Management LLC 0.00% 10,080 $98K
10 GeoWealth Management, LLC 0.00% 862 $8K
11 Innovative Asset Advisors Group, LLC 0.00% 51 —
12 Susquehanna International Group, LLP 0.00% 251,052 $2.4M
13 Creative Financial Designs Inc /Adv 0.00% 317 $3K
14 Harbour Investments, INC. 0.00% 671 $7K
15 Jane Street Group, LLC 0.00% 29,033 $281K
16 Osaic Holdings, INC. 0.00% 1,157 $11K
17 UBS Group AG 0.00% 470 $5K
18 Morgan Stanley 0.00% 92 —
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 — Two Rds Shared Tr (RPHS)

What does the Smart Money Trend signal show for RPHS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their RPHS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RPHS?

Slight buying edge — 58% buying: Last quarter: 11 funds bought or added vs 8 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 RPHS holders?

Smaller funds dominant — 6% AUM from top-100: 4 of 18 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RPHS?

Mixed — 33% long-term, 22% new: Of the 18 current holders: 6 (33%) held >2 years, 8 held 1–2 years, and 4 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 Two Rds Shared Tr (RPHS) following the 2026 Q1 hedge fund 13F filings?

As of today, RPHS has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), RPHS has gained +10.5% vs +15.1% 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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