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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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FEGE — Fundamentals, Valuation & Ownership | QW Research

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RBB FUND TRUST (FEGE)

Highly Crowded

Held by 175 of 5,944 reporting institutions (91th percentile) — extremely crowded.

Data as of Q1 2026

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Institutional Ownership

—

of shares outstanding · 175 funds hold it

Ownership Change

—

vs last quarter

Crowding

91ᵗʰ pctl

more crowded than 91% of tracked stocks

Institutional Value

$1.1B

total position value across all 13F filers

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Institutional Holders

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No collected fundamentals to build a valuation model.

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.

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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.

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

Institutional Trends (6 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.03%Avg weight: 0.36%Max: 2.59%High conviction (>1%): 1

ROYAL BANK OF CANADA

RAYMOND JAMES FINANCIAL

BANK OF AMERICA

Advance Capital Management,

WEALTH ENHANCEMENT ADVISORY SERVICES,

OSAIC HOLDINGS,

Mesirow Financial Investment Management,

COMMONWEALTH EQUITY SERVICES,

ENVESTNET ASSET MANAGEMENT

Crowding AnalysisHighly Crowded

Holders175of 5,944

Avg: 68

Uncrowded91th percentileCrowded

Institutional Activity

Buy/Sell Ratio5.37x

84th percentile

145 buying27 selling

+42

New

-6

Closed

+9.8M

Net shares

Ownership Concentration

Top 5: 36.9%Top 10: 54.4%

LPL Financial8.9%

ROYAL BANK OF CANADA7.4%

RAYMOND JAMES FINANCIAL7.3%

BANK OF AMERICA7.1%

Advance Capital Management,6.2%

Others (170)63.1%

Crowding AnalysisHighly Crowded

Holders175of 5,944

Avg: 68

Uncrowded91th percentileCrowded

Institutional Activity

Buy/Sell Ratio5.37x

84th percentile

145 buying27 selling

+42

New

-6

Closed

+9.8M

Net shares

Ownership Concentration

Top 5: 36.9%Top 10: 54.4%

LPL Financial8.9%

ROYAL BANK OF CANADA7.4%

RAYMOND JAMES FINANCIAL7.3%

BANK OF AMERICA7.1%

Advance Capital Management,6.2%

Others (170)63.1%

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