Who owns RBB FD INC?

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Analyze quarterly positions in RBB with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of RBB stock

Who bought or sold RBB FD INC this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
LPL Financial 1.3M $65M 6% Mar 2026
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Mml Investors Services 300k $15M -16% Mar 2026
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Morgan Stanley 255k $13M 73% Mar 2026
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Stifel Financial 255k $13M -16% Mar 2026
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49 Wealth Management 241k $12M 9% Mar 2026
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Nations Financial Group 175k $8.7M 17% Jun 2026
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Equitable Holdings 168k $8.4M 9% Mar 2026
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Raymond James Financial 163k $8.1M 65% Mar 2026
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Envestnet Asset Management 145k $7.3M 15% Mar 2026
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Goldman Sachs Group 121k $6.1M 45% Mar 2026
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UBS Group 115k $5.7M 4% Mar 2026
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Acorn Financial Advisory Services 92k $4.6M 49% Mar 2026
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Sunrise Financial Services 75k $3.7M 100% Mar 2026
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Alpine Bank Wealth Management 71k $3.5M 6% Mar 2026
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Rockefeller Capital Management 58k $2.9M 58276% Mar 2026
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Wealthcare Advisory Partners 40k $2.0M 14% Jun 2026
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Branch Banking & Trust Company 40k $2.0M -11% Jun 2026
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Heck Capital Advisors 39k $2.0M 32% Jun 2026
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BBK Capital Partners 39k $1.9M 1% Jun 2026
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Private Advisor 37k $1.8M -7% Mar 2026
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Main Street Financial Solutions 36k $1.8M -54% Mar 2026
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Lido Advisors 28k $1.4M -49% Mar 2026
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Marshall & Sterling Wealth Advisors 27k $1.4M 100% Mar 2026
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Independent Advisor Alliance 22k $1.1M 100% Mar 2026
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KPP Advisory Services 21k $1.1M 0% Jun 2026
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Commonwealth Equity Services 21k $1.0M 1% Jun 2026
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Curran Financial Partners 19k $928k -20% Mar 2026
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Kestra Advisory Services 17k $834k 0% Jun 2026
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Crescent Grove Advisors 14k $704k 40% Mar 2026
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Goss Wealth Management 14k $698k 1% Mar 2026
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Jaffetilchin Investment Partners 13k $671k -2% Mar 2026
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Retirement Capital Strategies 12k $607k -45% Mar 2026
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Crew Capital Management 12k $592k 15% Mar 2026
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We Are One Seven 12k $586k 13% Jun 2026
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Global View Capital Management 12k $575k -2% Jun 2026
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Amplius Wealth Advisors 11k $560k -17% Jun 2026
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HighPoint Advisor 10k $513k -1% Mar 2026
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Pensionmark Financial Group 10k $505k 0% Mar 2026
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Valtinson Bruner Financial Planning 10k $501k 0% Mar 2026
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Cetera Investment Advisers 9.5k $473k 26% Mar 2026
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Mariner Wealth Advisors 8.5k $426k 22% Mar 2026
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Janney Montgomery Scott 7.6k $381k -8% Mar 2026
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Gts Securities 7.5k $377k 45% Mar 2026
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Kingsview Wealth Management 7.0k $350k -12% Mar 2026
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Sax Wealth Advisors 6.9k $348k -16% Jun 2026
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Jane Street 6.6k $332k -81% Mar 2026
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Cambridge Investment Research Advisors 6.6k $331k 5% Jun 2026
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Perspective Wealth Advisors 6.6k $329k 100% Mar 2026
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Sigma Planning 6.3k $317k 2% Mar 2026
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Stratos Wealth Partners 5.5k $275k -20% Mar 2026
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Integrated Wealth Concepts 5.0k $250k 0% Mar 2026
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Crews Bank & Trust 3.6k $180k 0% Jun 2026
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IFP Advisors 3.4k $170k 5% Mar 2026
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Central Trust & Investment 1.0k $50k 0% Jun 2026
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Nbc Securities 500.00 $25k 0% Mar 2026
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Advisor Group Holdings 500.00 $25k 100% Mar 2026
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FMR 231.00 $12k -77% Mar 2026
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Front Row Advisors 200.00 $10k 0% Mar 2026
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Financial Gravity Wealth 153.00 $7.7k 0% Mar 2026
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Founders Financial Alliance 25.00 $1.3k 0% Mar 2026
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DHJJ Financial Advisors 2.00 $107.000000 0% Jun 2026
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Advisory Services Network 1.00 $50.000000 100% Mar 2026
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Who sold out of RBB?

Fund or Company Name Date Sold Shares Held Valued At
Flow Traders US Dec 2025 79k $3.9M
Wealth Enhancement Advisory Services Dec 2025 23k $1.1M
Summit Financial Dec 2025 10k $519k
Planwiser Financial Dec 2025 6.7k $336k
Savvy Advisors Dec 2025 4.8k $240k
J.w. Cole Advisors Dec 2025 4.7k $234k