Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

RBB FD INC (UTWO)

61 + Investors. Track Smart Money conviction in UTWO. 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
↑ +7
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — UTWO

Based on 61 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (97% of max)

97% of all-time peak
61 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding UTWO is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

34 buying28 selling
Last quarter: 34 funds bought or added vs 28 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 — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 7 → 9 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 25% new

36% conviction (2yr+) 39% medium 25% new
Of the 61 current holders: 22 (36%) held >2 years, 24 held 1–2 years, and 15 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

10 → 9 → 7 → 9 → 13 new funds/Q
New funds entering each quarter: 9 → 7 → 9 → 13. A growing number of institutions are discovering UTWO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 44% of holders stayed 2+ years

44% veterans 23% 1-2yr 33% new
Of 61 current holders: 27 (44%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
9 of 61 holders are among the 100 largest funds by AUM, controlling 60% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Hedge Fund Ownership: UTWO

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

Market Analysis: UTWO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UTWO

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: UTWO
2026 Q1 Stats Unlock in 17 days 61 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 61 54 12.96%
13F Shares 4M 3M 7.96%
Total Value $174M $161M 7.64%
New Positions 13 9 +4
Increased Positions 21 18 +3
Closed Positions 6 9 -3
Reduced Positions 22 19 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UTWO

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Financial Highlights

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Institutional Holders (2026 Q1)

61 + investors

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

Top 25 institutional holders of UTWO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Luminist Capital LLC 6.83% 106,417 $5.1M
2 4WEALTH ADVISORS, INC. 1.26% 30,641 $1.5M
3 KPP Advisory Services LLC 0.20% 28,869 $1.4M
4 WealthBridge Capital Management, LLC 0.18% 16,562 $800K
5 Curran Financial Partners, LLC 0.17% 19,198 $927K
6 Stewardship Advisors, LLC 0.12% 11,089 $535K
7 BCS Private Wealth Management, Inc. 0.07% 4,700 $227K
8 LVW Advisors, LLC 0.06% 13,930 $673K
9 Kraft, Davis & Associates, LLC 0.05% 4,480 $216K
10 Wealthcare Advisory Partners LLC 0.04% 38,133 $1.8M
11 Maridea Wealth Management LLC 0.03% 4,257 $206K
12 Stratos Wealth Partners, LTD. 0.03% 48,496 $2.3M
13 IFP Advisors, Inc 0.02% 21,808 $1.1M
14 CoreCap Advisors, LLC 0.02% 13,279 $641K
15 Janney Montgomery Scott LLC 0.01% 64,735 $3K
16 West Branch Capital LLC 0.01% 569 $27K
17 Private Advisor Group, LLC 0.01% 23,247 $1.1M
18 RFG Advisory, LLC 0.00% 4,306 $208K
19 Longview Financial Advisors, Inc. 0.00% 119 $6K
20 CENTRAL TRUST Co 0.00% 3,400 $164K
21 PRIVATE TRUST CO NA 0.00% 500 $24K
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 30,573 $1.5M
23 Cambridge Investment Research Advisors, Inc. 0.00% 6,851
24 Kestra Advisory Services, LLC 0.00% 4,500 $217K
25 TRUIST FINANCIAL CORP 0.00% 4,921 $238K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 55% buying: Last quarter: 34 funds bought or added vs 28 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 UTWO holders?

Elite ownership — 60% AUM from top-100 funds: 9 of 61 holders are among the 100 largest funds by AUM, controlling 60% 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 — 36% long-term, 25% new: Of the 61 current holders: 22 (36%) held >2 years, 24 held 1–2 years, and 15 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.

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.