RBB FUND TRUST (COPY)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

Institutional Trends (6 Quarters)

No trend data available for this metric.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders42of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio4.86x

61th percentile

34 buying7 selling

+17

New

-5

Closed

+3.9M

Net shares

Ownership Concentration

Top 5: 60.7%Top 10: 83.0%

PINNACLE ASSOCIATES21.8%

JANE STREET GROUP,12.5%

Pinnacle Wealth Management Advisory Group,10.1%

SUSQUEHANNA INTERNATIONAL GROUP, LLP9.6%

LPL Financial6.6%

Others (37)39.3%

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Conviction-Weighted Ownership

Median weight: 0.12%Avg weight: 0.45%Max: 2.18%High conviction (>1%): 2

PINNACLE ASSOCIATES

JANE STREET GROUP,

Pinnacle Wealth Management Advisory Group,

SUSQUEHANNA INTERNATIONAL GROUP, LLP

LPL Financial

NKCFO

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

DKM Wealth Management,

ROYAL BANK OF CANADA

D.A. DAVIDSON &

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Crowding AnalysisCrowded

Holders42of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio4.86x

61th percentile

34 buying7 selling

+17

New

-5

Closed

+3.9M

Net shares

Ownership Concentration

Top 5: 60.7%Top 10: 83.0%

PINNACLE ASSOCIATES21.8%

JANE STREET GROUP,12.5%

Pinnacle Wealth Management Advisory Group,10.1%

SUSQUEHANNA INTERNATIONAL GROUP, LLP9.6%

LPL Financial6.6%

Others (37)39.3%

Crowding AnalysisCrowded

Holders42of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio4.86x

61th percentile

34 buying7 selling

+17

New

-5

Closed

+3.9M

Net shares

Ownership Concentration

Top 5: 60.7%Top 10: 83.0%

PINNACLE ASSOCIATES21.8%

JANE STREET GROUP,12.5%

Pinnacle Wealth Management Advisory Group,10.1%

SUSQUEHANNA INTERNATIONAL GROUP, LLP9.6%

LPL Financial6.6%

Others (37)39.3%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position