RBB FD INC (TBIL): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

RBB FD INC (TBIL)

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

Smart Money Signals — TBIL

Based on 283 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added TBIL 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

283 hedge funds hold TBIL 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 — +24% more funds vs a year ago

fund count last 6Q

+55 new funds entered over the past year (+24% 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

168 buying116 selling

Last quarter: 168 funds bought or added vs 116 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 — ~47 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 56 → 41 → 45 → 47. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 29% long-term, 31% new

■ 29% conviction (2yr+) ■ 40% medium ■ 31% new

Of the 283 current holders: 82 (29%) held >2 years, 114 held 1–2 years, and 87 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 — ~47 new funds/quarter

44 → 56 → 41 → 45 → 47 new funds/Q

New funds entering each quarter: 56 → 41 → 45 → 47. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 30% veterans, 45% new entrants

■ 30% veterans ■ 26% 1-2yr ■ 45% new

Of 283 current holders: 84 (30%) held 2+ years, 73 held 1–2 years, 126 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

13 of 283 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in TBIL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	283	267	5.99%
13F Shares	55M	50M	8.65%
Total Value	$2.73B	$2.52B	8.26%
New Positions	47	45	+2
Increased Positions	121	102	+19
Closed Positions	31	32	-1
Reduced Positions	85	91	-6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

283

267

5.99%

13F Shares

55M

50M

8.65%

Total Value

$2.73B

$2.52B

8.26%

New Positions

Increased Positions

121

102

+19

Closed Positions

-1

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

283 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of TBIL — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	TCFG WEALTH MANAGEMENT, LLC	5.59%	300,070	$15.0M
2	VISION FINANCIAL MARKETS LLC	5.02%	103,088	$5.1M
3	KW WEALTH MANAGEMENT LLC	4.33%	57,160	$2.9M
4	Obermeyer Wealth Partners	3.21%	1,398,165	$69.7M
5	Proactive Wealth Strategies LLC	3.10%	331,021	$16.5M
6	Pinnacle Wealth Management Group, Inc.	3.04%	124,179	$6.2M
7	Capital Investment Counsel, Inc	2.80%	458,779	$22.9M
8	Bright Futures Wealth Management, LLC.	2.43%	71,253	$3.6M
9	TOTAL INVESTMENT MANAGEMENT INC	2.27%	391,225	$19.5M
10	Crew Capital Management, Ltd	1.90%	57,545	$2.9M
11	IBEX WEALTH ADVISORS	1.81%	390,826	$19.5M
12	Alpine Bank Wealth Management	1.60%	220,212	$11.0M
13	Longview Financial Advisors, Inc.	1.50%	49,331	$2.5M
14	Cypress Capital, LLC	1.50%	105,573	$5.3M
15	MANCHESTER FINANCIAL INC	1.19%	123,867	$6.2M
16	CAPITAL FINANCIAL GROUP INC\CO\ /ADV	1.10%	40,328	$2.0M
17	JOURNEY STRATEGIC WEALTH LLC	1.03%	832,583	$41.5M
18	Spinnaker Investment Group, LLC	0.95%	93,327	$4.7M
19	Sovereign Financial Group, Inc.	0.91%	105,564	$5.3M
20	SFG Wealth Management, LLC.	0.85%	41,610	$2.1M
21	Revolve Wealth Partners, LLC	0.85%	131,872	$6.6M
22	MBL Wealth, LLC	0.85%	224,867	$11.2M
23	KG Capital Management	0.77%	21,482	$1.1M
24	Silver Coast Investments LLC	0.73%	45,674	$2.3M
25	Transcendent Capital Group LLC	0.66%	29,080	$1.4M

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 (TBIL)

What does the Smart Money Trend signal show for TBIL?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added TBIL 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 TBIL?

Slight buying edge — 59% buying: Last quarter: 168 funds bought or added vs 116 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 TBIL holders?

Elite ownership — 44% AUM from top-100 funds: 13 of 283 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in TBIL. 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 TBIL?

Mixed — 29% long-term, 31% new: Of the 283 current holders: 82 (29%) held >2 years, 114 held 1–2 years, and 87 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.

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RBB FD INC (TBIL)

Smart Money Signals — TBIL

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +24% more funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~47 new funds per quarter

Mixed — 29% long-term, 31% new

Steady discovery — ~47 new funds/quarter

Mixed cohorts — 30% veterans, 45% new entrants

Elite ownership — 44% AUM from top-100 funds

Hedge Fund Ownership: TBIL

Market Analysis: TBIL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TBIL

Hedge Fund Positioning: TBIL

Statistics: TBIL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — RBB FD INC (TBIL)

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