Rbb Fd Inc (UTWO): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Rbb Fd Inc (UTWO) following the 2026 Q1 hedge fund 13F filings?

As of today, UTWO has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), UTWO gained -0.5% vs +14.9% 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.

Rbb Fd Inc (UTWO)

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

Smart Money Signals — UTWO

Based on 71 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 UTWO 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

71 hedge funds hold UTWO 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 — +16% more funds vs a year ago

fund count last 6Q

+10 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 60% buying

41 buying27 selling

Last quarter: 41 funds were net buyers (16 opened a brand new position + 25 added to an existing one). Only 27 were sellers (19 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 9 → 14 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 35% long-term, 25% new

■ 35% conviction (2yr+) ■ 39% medium ■ 25% new

Of the 71 current holders: 25 (35%) held >2 years, 28 held 1–2 years, and 18 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.

🚀

Acceleration phase — new buyers rushing in

9 → 9 → 9 → 14 → 16 new funds/Q

New funds entering each quarter: 9 → 9 → 14 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 45% veterans vs 27% newcomers

■ 45% veterans ■ 28% 1-2yr ■ 27% new

Entry-cohort mix of 71 holders: 32 (45%) are 2+ year veterans, 20 entered 1–2 years ago, and 19 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds

11 of 71 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in UTWO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	71	63	12.7%
13F Shares	4M	4M	15.21%
Total Value	$199M	$174M	14.27%
New Positions	16	14	+2
Increased Positions	25	21	+4
Closed Positions	8	7	+1
Reduced Positions	19	23	-4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

12.7%

13F Shares

15.21%

Total Value

$199M

$174M

14.27%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-4

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

71 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 UTWO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Luminist Capital LLC	6.83%	106,417	$5.1M
2	Marshall & Sterling Wealth Advisors Inc.	1.87%	59,113	$2.9M
3	4wealth Advisors, INC.	1.26%	30,641	$1.5M
4	49 Wealth Management, LLC	0.67%	185,038	$8.9M
5	Insight Wealth Partners, LLC	0.40%	58,908	$2.8M
6	Fell Capital Management /Adv	0.24%	5,175	$250K
7	KPP Advisory Services LLC	0.20%	28,869	$1.4M
8	Empirical Asset Management, LLC	0.19%	15,105	$729K
9	WealthBridge Capital Management, LLC	0.18%	16,562	$800K
10	Curran Financial Partners, LLC	0.17%	19,198	$927K
11	Perspective Wealth Advisors LLC	0.16%	5,004	$242K
12	Stewardship Advisors, LLC	0.12%	11,089	$535K
13	Brentview Investment Management LLC	0.08%	4,000	$193K
14	Weaver Consulting Group	0.08%	7,250	$350K
15	Wbi Investments, LLC	0.08%	6,124	$296K
16	BCS Private Wealth Management, Inc.	0.07%	4,700	$227K
17	Integrity Alliance, LLC.	0.07%	35,717	$1.7M
18	LVW Advisors, LLC	0.06%	13,930	$673K
19	Kraft, Davis & Associates, LLC	0.05%	4,480	$216K
20	HighPoint Advisor Group LLC	0.05%	22,358	$1.1M
21	Wealthcare Advisory Partners LLC	0.04%	38,133	$1.8M
22	Maridea Wealth Management LLC	0.03%	4,257	$206K
23	Crews Bank & Trust	0.03%	4,130	$199K
24	Stratos Wealth Partners, LTD.	0.03%	48,496	$2.3M
25	Tower Research Capital LLC (TRC)	0.03%	20,451	$987K

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 (UTWO)

What does the Smart Money Trend signal show for UTWO?

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

More buyers than sellers — 60% buying: Last quarter: 41 funds were net buyers (16 opened a brand new position + 25 added to an existing one). Only 27 were sellers (19 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UTWO holders?

Elite ownership — 59% AUM from top-100 funds: 11 of 71 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in UTWO. 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 UTWO?

Mixed — 35% long-term, 25% new: Of the 71 current holders: 25 (35%) held >2 years, 28 held 1–2 years, and 18 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 (UTWO) following the 2026 Q1 hedge fund 13F filings?

As of today, UTWO has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), UTWO has gained -0.5% vs +14.9% 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.

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Rbb Fd Inc (UTWO)

Smart Money Signals — UTWO

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +16% more funds vs a year ago

More buyers than sellers — 60% buying

Steady new buyers — ~16 new funds per quarter

Mixed — 35% long-term, 25% new

Acceleration phase — new buyers rushing in

Veteran-anchored — 45% veterans vs 27% newcomers

Elite ownership — 59% AUM from top-100 funds

Institutional Sentiment Summary — UTWO

Hedge Fund Ownership: UTWO

Market Analysis: UTWO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: UTWO

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

Hedge Fund Positioning: UTWO

Statistics: UTWO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Rbb Fd Inc (UTWO)

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