Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rbb Fd Inc (TMFG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — TMFG

Based on 61 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added TMFG 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
61 hedge funds hold TMFG 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 — +11% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

24 buying18 selling
Last quarter: 24 funds bought or added vs 18 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 — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 5 → 9 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 26% medium ■ 21% new
32 out of 61 hedge funds have held TMFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -1%, value -23%

Value
-23%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~10 new funds/quarter

10 → 10 → 5 → 9 → 10 new funds/Q
New funds entering each quarter: 10 → 5 → 9 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 23% newcomers

■ 54% veterans ■ 23% 1-2yr ■ 23% new
Entry-cohort mix of 61 holders: 33 (54%) are 2+ year veterans, 14 entered 1–2 years ago, and 14 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
12 of 61 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — TMFG

In 2026 Q1, 24 hedge funds were net buyers of TMFG (10 opened a new position, 14 added to an existing one), while 18 reduced or exited (13 trimmed, 5 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 29% of total institutional value in TMFG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 61.

Hedge Fund Ownership: TMFG

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

Market Analysis: TMFG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TMFG

-- --

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
0.0
/ 10
conviction
Hedge Fund Positioning: TMFG
56 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 56 61 -8.2%
13F Shares 650K 718K -9.52%
Total Value $18M $19M -3.04%
New Positions 8 10 -2
Increased Positions 10 14 -4
Closed Positions 13 5 +8
Reduced Positions 12 13 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TMFG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

56 + investors

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

QUARTER:
Top 25 TMFG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wilkerson Advisory Group LLC 0.05% 4,813 $148K
2 Caprock Group, LLC 0.03% 46,105 $1.4M
3 Wedmont Private Capital 0.03% 31,622 $988K
4 Key FInancial Inc 0.02% 3,975 $122K
5 Financial Avengers, Inc. 0.02% 1,555 $48K
6 Gts Securities LLC 0.02% 29,513 $908K
7 Walsh & Associates, LLC 0.01% 461 $14K
8 Simplicity Wealth,LLC 0.01% 6,689 $206K
9 Kingdom Financial Group LLC. 0.01% 874 $27K
10 Farther Finance Advisors, LLC 0.01% 23,775 $731K
11 Signature Estate & Investment Advisors LLC 0.01% 10,052 $309K
12 Waverly Advisors, LLC 0.01% 28,530 $877K
13 Arkadios Wealth Advisors 0.00% 9,392 $289K
14 Pure Financial Advisors, LLC 0.00% 9,725 $299K
15 Caldwell Sutter Capital, INC. 0.00% 310 $10K
16 SJS Investment Consulting Inc. 0.00% 824 $25K
17 Commonwealth Equity Services, LLC 0.00% 43,668 $1.3M
18 AE Wealth Management LLC 0.00% 8,532 $262K
19 Brown Brothers Harriman & Co 0.00% 8,564 $263K
20 Global Retirement Partners, LLC 0.00% 2,416 $74K
21 Osaic Holdings, INC. 0.00% 28,527 $877K
22 Captrust Financial Advisors 0.00% 20,480 $630K
23 EP Wealth Advisors, LLC 0.00% 8,170 $251K
24 Aptus Capital Advisors, LLC 0.00% 4,519 $139K
25 Lanark Financial, INC. 0.00% 414 $13K
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 (TMFG)

What does the Smart Money Trend signal show for TMFG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added TMFG 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 TMFG?

Slight buying edge — 57% buying: Last quarter: 24 funds bought or added vs 18 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 TMFG holders?

Strong quality — 29% AUM from major funds: 12 of 61 holders rank in the top 100 by AUM, accounting for 29% 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 TMFG?

52% of holders stayed for 2+ years: 32 out of 61 hedge funds have held TMFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.

Full history →