Who owns RBB FD INC?
- Ticker: OBIL
- CUSIP Number: 74933w478
Tip: Access positions for across all investors
Analyze quarterly positions in RBB with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop 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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| Equitable Holdings | 168k | $8.4M | 9% | Mar 2026 |
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| Nations Financial Group | 149k | $7.5M | 8% | 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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| Raymond James Financial | 99k | $5.0M | 14% | Dec 2025 |
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| Acorn Financial Advisory Services | 92k | $4.6M | 49% | Mar 2026 |
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| Main Street Financial Solutions | 78k | $3.9M | 117% | Dec 2025 |
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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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| Branch Banking & Trust Company | 45k | $2.3M | 659% | Mar 2026 |
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| BBK Capital Partners | 38k | $1.9M | 5% | Mar 2026 |
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| Private Advisor | 37k | $1.8M | -7% | Mar 2026 |
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| Wealthcare Advisory Partners | 36k | $1.8M | 4% | Mar 2026 |
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| Heck Capital Advisors | 30k | $1.5M | 52% | 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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| Retirement Capital Strategies | 22k | $1.1M | -50% | Dec 2025 |
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| KPP Advisory Services | 21k | $1.1M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 21k | $1.0M | -37% | Mar 2026 |
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| Curran Financial Partners | 19k | $928k | -20% | Mar 2026 |
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| Kestra Advisory Services | 17k | $834k | 0% | Mar 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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| Amplius Wealth Advisors | 14k | $675k | -24% | Mar 2026 |
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| Jaffetilchin Investment Partners | 13k | $671k | -2% | Mar 2026 |
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| Crew Capital Management | 12k | $592k | 15% | Mar 2026 |
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| Global View Capital Management | 12k | $588k | -29% | Mar 2026 |
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| Global Retirement Partners | 11k | $542k | -16% | Dec 2025 |
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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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| Sax Wealth Advisors | 8.3k | $417k | 0% | Mar 2026 |
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| Janney Montgomery Scott | 7.6k | $381k | -8% | Mar 2026 |
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| Kingsview Wealth Management | 7.0k | $350k | -12% | Mar 2026 |
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| Jane Street | 6.6k | $332k | -81% | Mar 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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| Cambridge Investment Research Advisors | 6.3k | $315k | -2% | Mar 2026 |
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| Stratos Wealth Partners | 5.5k | $275k | -20% | Mar 2026 |
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| Gts Securities | 5.2k | $260k | 100% | Dec 2025 |
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| Integrated Wealth Concepts | 5.0k | $250k | 0% | Mar 2026 |
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| Crews Bank & Trust | 3.6k | $180k | 0% | Mar 2026 |
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| IFP Advisors | 3.4k | $170k | 5% | Mar 2026 |
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| Western Wealth Management | 3.0k | $148k | 100% | Mar 2026 |
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| FMR | 1.0k | $50k | 0% | Dec 2025 |
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| Central Trust & Investment | 1.0k | $50k | 0% | Mar 2026 |
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| Nbc Securities | 500.00 | $25k | 0% | 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 | $108.000000 | 0% | 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 |
| WealthPlan Investment Management | Dec 2025 | 5.0k | $251k |
| Savvy Advisors | Dec 2025 | 4.8k | $240k |
| J.w. Cole Advisors | Dec 2025 | 4.7k | $234k |
| Vision Financial Markets | Dec 2025 | 700.00 | $35k |
| Royal Bank of Canada | Sep 2025 | 325.00 | $16k |