Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rbb Fd Inc (UTEN)

48 + Investors. Track Smart Money conviction in UTEN. 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
↑ +3
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — UTEN

Based on 49 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 UTEN 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
49 hedge funds hold UTEN 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 — +17% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

32 buying20 selling
Last quarter: 32 funds were net buyers (12 opened a brand new position + 20 added to an existing one). Only 20 were sellers (11 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 7 → 9 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 41% new

31% conviction (2yr+) 29% medium 41% new
Of the 49 current holders: 15 (31%) held >2 years, 14 held 1–2 years, and 20 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.
📈

Growing discovery — still being found

13 → 2 → 7 → 9 → 12 new funds/Q
New funds entering each quarter: 2 → 7 → 9 → 12. A growing number of institutions are discovering UTEN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 33% veterans, 45% new entrants

33% veterans 22% 1-2yr 45% new
Of 49 current holders: 16 (33%) held 2+ years, 11 held 1–2 years, 22 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
8 of 49 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — UTEN

In 2026 Q1, 32 hedge funds were net buyers of UTEN (12 opened a new position, 20 added to an existing one), while 20 reduced or exited (11 trimmed, 9 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 23% of total institutional value in UTEN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 49.

Hedge Fund Ownership: UTEN

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

Market Analysis: UTEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UTEN

-- --

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

Is It Too Late to Buy Rbb Fd Inc (UTEN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UTEN 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 · 81d ago
UTEN
nan%
SPY
+15.1%

UTEN outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
UTEN
nan%
SPY
+1.3%

Since the filing became public, UTEN outperformed SPY by nan% .

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 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: UTEN
48 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 48 46 4.35%
13F Shares 5M 4M 25.61%
Total Value $199M $155M 27.96%
New Positions 12 9 +3
Increased Positions 20 18 +2
Closed Positions 10 1 +9
Reduced Positions 10 12 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UTEN

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Institutional Holders (2026 Q1)

48 + investors

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

QUARTER:
Top 25 UTEN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Woodard & Co Asset Management Group Inc /Adv 4.15% 594,825 $25.9M
2 Altfest L J & Co Inc 3.83% 821,155 $35.8M
3 Wealthcare Capital Management LLC 1.74% 398,188 $17.4M
4 Crew Capital Management, Ltd 0.95% 32,813 $1.4M
5 Stapp Wealth Management, Pllc 0.83% 14,825 $646K
6 Foguth Wealth Management, LLC. 0.36% 71,729 $3.1M
7 Equitable Holdings, Inc. 0.24% 845,161 $37.2M
8 Empirical Asset Management, LLC 0.19% 16,137 $704K
9 Global View Capital Management LLC 0.17% 14,885 $649K
10 Stewardship Advisors, LLC 0.15% 15,303 $667K
11 Valtinson Bruner Financial Planning LLC 0.06% 5,281 $230K
12 Wealthcare Advisory Partners LLC 0.05% 63,898 $2.8M
13 Apollon Wealth Management, LLC 0.04% 62,260 $2.7M
14 Nicolet Bankshares Inc 0.03% 20,990 $915K
15 F/m Investments LLC 0.03% 11,620 $507K
16 LVW Advisors, LLC 0.02% 5,496 $240K
17 J.W. Cole Advisors, INC. 0.02% 14,298 $623K
18 Farther Finance Advisors, LLC 0.01% 28,024 $1.2M
19 HighPoint Advisor Group LLC 0.01% 5,261 $229K
20 Gts Securities LLC 0.01% 5,663 $247K
21 Realta Investment Advisors 0.01% 550 $24K
22 Commonwealth Equity Services, LLC 0.01% 107,339 $4.7M
23 Laird Norton Wetherby Trust Company, LLC 0.01% 6,351 $277K
24 Sanctuary Advisors, LLC 0.00% 18,573 $810K
25 Mml Investors Services, LLC 0.00% 34,268 $1.5M
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 (UTEN)

What does the Smart Money Trend signal show for UTEN?

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

More buyers than sellers — 62% buying: Last quarter: 32 funds were net buyers (12 opened a brand new position + 20 added to an existing one). Only 20 were sellers (11 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UTEN holders?

Strong quality — 23% AUM from major funds: 8 of 49 holders rank in the top 100 by AUM, accounting for 23% 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 UTEN?

Mixed — 31% long-term, 41% new: Of the 49 current holders: 15 (31%) held >2 years, 14 held 1–2 years, and 20 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 Rbb Fd Inc (UTEN) following the 2026 Q1 hedge fund 13F filings?

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