Question 1

What percentage of RMCF is owned by institutions?

Accepted Answer

Based on Q1 2026 13F filings, institutional ownership of Rocky Mountain Chocolate Factory, Inc. stands at 20.4%, held across 24 reporting institutions.

Question 2

Who is the largest institutional holder of RMCF?

Accepted Answer

RENAISSANCE TECHNOLOGIES LLC is the largest reported institutional holder of RMCF, with approximately 280,918 shares worth $0.00B as of Q1 2026.

Question 3

Is RMCF a hedge fund favorite?

Accepted Answer

Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of RMCF, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.

Question 4

What is RMCF's Smart Money Score?

Accepted Answer

Our composite Smart Money Score for RMCF is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

Question 5

How many institutions bought RMCF this quarter?

Accepted Answer

8 institutions opened new positions in RMCF during Q1 2026, while 5 fully exited. 13 added to existing positions and 3 trimmed.

Question 6

How is institutional ownership of RMCF changing?

Accepted Answer

RMCF institutional ownership rose by 7.94 percentage points quarter-over-quarter, with a net change of +3 holders.

Question 7

How concentrated is RMCF ownership among the top holders?

Accepted Answer

The top 10 institutions account for 92.2% of all reported 13F value in RMCF, and the top 25 account for 100.0%.

Question 8

Where does this RMCF institutional ownership data come from?

Accepted Answer

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	RENAISSANCE TECHNOLOGIES LLC	281K	$632K	-0.4%	3.626%	0.00%
2	Focus Partners Wealth	200K	$450K	+166.6%	2.581%	0.00%
3	American Capital Advisory, LLC	135K	$303K	+90.6%	1.741%	0.12%
4	THOMPSON DAVIS & CO., INC.	96K	$215K	—	1.233%	0.14%
5	DIMENSIONAL FUND ADVISORS LP	95K	$213K	+12.6%	1.223%	0.00%
6	GEODE CAPITAL MANAGEMENT, LLC	69K	$156K	+31.7%	0.894%	0.00%
7	VANGUARD CAPITAL MANAGEMENT LLC	67K	$151K	—	0.864%	0.00%
8	Leverty Financial Group, LLC	40K	$91K	0.0%	0.521%	0.02%
9	VANGUARD FIDUCIARY TRUST CO	31K	$69K	—	0.394%	0.00%
10	Salvus Wealth Management, LLC	24K	$53K	0.0%	0.304%	0.03%
11	Allworth Financial LP	24K	$53K	0.0%	0.303%	0.00%
12	CacheTech Inc.	18K	$40K	0.0%	0.229%	0.01%
13	4WEALTH ADVISORS, INC.	16K	$36K	-18.3%	0.209%	0.03%
14	CITADEL ADVISORS LLC	15K	$33K	—	0.188%	0.00%
15	XTX Topco Ltd	11K	$25K	-8.2%	0.145%	0.00%
16	Tower Research Capital LLC (TRC)	2K	$5K	+11.9%	0.027%	0.00%
17	UBS Group AG	1K	$3K	—	0.017%	0.00%
18	FIFTH THIRD BANCORP	1K	$2K	—	0.013%	0.00%
19	MORGAN STANLEY	622	$1K	-49.2%	0.008%	0.00%
20	WELLS FARGO & COMPANY/MN	323	$727	-0.3%	0.004%	0.00%
21	Leo H. Evart, Inc.	105	$236	—	0.001%	0.00%
22	GSA CAPITAL PARTNERS LLP	14K	$31	—	0.177%	0.00%
23	Triumph Capital Management	8	$18	0.0%	0.000%	0.00%
24	SBI Securities Co., Ltd.	2	$5	-60.0%	0.000%	0.00%

Quarter	Inst. Holders	Δ Holders	Ownership %	Δ Ownership	Total 13F Value	Δ Value
Q1 2026	24	+14%	20.42%	+7.94 pp	$3M	+64%
Q4 2025	21	8.7%	12.48%	20.60 pp	$2M	62%
Q3 2025	23	+0.0%	33.08%	+0.52 pp	$4M	+1.6%
Q2 2025	23	12%	32.56%	+3.88 pp	$4M	+14%
Q1 2025	26	+18%	28.68%	38.11 pp	$4M	57%
Q4 2024	22	+10%	66.79%	+43.47 pp	$8M	+186%
Q3 2024	20	20%	23.32%	2.82 pp	$3M	11%
Q2 2024	25	—	26.14%	—	$3M	—

Rocky Mountain Chocolate Factory, Inc. (RMCF) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of RMCF

Quarterly Institutional Activity

New Buyers

Exited Positions

RMCF Institutional Ownership by Quarter

RMCF — Frequently Asked Questions