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RBB shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of RBB (RBIL) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $363k 7.3k 49.66

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Apple Common Stock (AAPL)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares U S MF Closed and MF Open (DYNF)
Goldman Sachs MF Closed and MF Open (GSEW)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Series Trust MF Closed and MF Open (SPYM)
Vanguard Total MF Closed and MF Open (BND)
Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding RBB

F/M Investments
Flow Traders US
Envestnet Asset Management
Heck Capital Advisors
Susquehanna International
Lido Advisors
Steward Partners Investment Advisory
Crew Capital Management
Central Pacific Bank - Trust Division
Integrated Wealth Concepts
BBK Capital Partners
Mml Investors Services
Citadel Advisors
Old Mission Capital
BlackDiamond Wealth Management

View all funds holding RBB