Who owns RBB FD INC?
- Ticker: TBIL
- CUSIP Number: 74933w452
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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 |
|---|---|---|---|---|---|
| Morgan Stanley | 11M | $552M | 13% | Mar 2026 |
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| LPL Financial | 11M | $540M | 10% | Mar 2026 |
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| Wells Fargo & Company | 3.1M | $156M | 67% | Mar 2026 |
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| Raymond James Financial | 2.4M | $119M | 7% | Dec 2025 |
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| Stifel Financial | 2.4M | $119M | 15% | Mar 2026 |
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| HighTower Advisors | 1.8M | $89M | 2797% | Mar 2026 |
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| Obermeyer Asset Management | 1.4M | $70M | 5% | Mar 2026 |
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| Independent Advisor Alliance | 1.2M | $60M | 2264% | Mar 2026 |
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| Private Advisor | 1.0M | $52M | 29% | Mar 2026 |
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| Benjamin Edwards | 1.0M | $52M | -1% | Mar 2026 |
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| F/M Investments | 911k | $45M | 14% | Mar 2026 |
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| Stratos Wealth Partners | 898k | $45M | 627% | Mar 2026 |
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| Journey Strategic Wealth | 833k | $42M | -22% | Mar 2026 |
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| Commonwealth Equity Services | 786k | $39M | -8% | Mar 2026 |
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| Equitable Holdings | 778k | $39M | 260% | Mar 2026 |
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| Envestnet Asset Management | 762k | $38M | -17% | Mar 2026 |
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| Mirae Asset Global Investments | 697k | $35M | -2% | Mar 2026 |
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| UBS Group | 689k | $34M | 1% | Mar 2026 |
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| Integrated Wealth Concepts | 619k | $31M | 248% | Mar 2026 |
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| Mml Investors Services | 619k | $31M | -51% | Mar 2026 |
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| Steward Partners Investment Advisory | 560k | $28M | 67% | Mar 2026 |
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| Savvy Advisors | 473k | $24M | 5355% | Mar 2026 |
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| Capital Investment Counsel | 459k | $23M | 76% | Mar 2026 |
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| Cetera Investment Advisers | 444k | $22M | 8% | Mar 2026 |
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| Mariner Wealth Advisors | 444k | $22M | -58% | Mar 2026 |
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| Putnam Fl Investment Management | 415k | $21M | 185% | Mar 2026 |
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| Kestra Advisory Services | 410k | $20M | 89% | Mar 2026 |
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| Total Investment Management | 391k | $20M | -61% | Mar 2026 |
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| Ibex Wealth Advisors | 391k | $20M | 20% | Mar 2026 |
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| Cambridge Investment Research Advisors | 388k | $19M | -23% | Mar 2026 |
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| Central Trust & Investment | 379k | $19M | -12% | Mar 2026 |
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| Scotia Capital | 348k | $17M | -11% | Mar 2026 |
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| Proactive Wealth Strategies | 331k | $17M | 129% | Mar 2026 |
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| Toroso Investments | 321k | $16M | 216% | Mar 2026 |
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| AQR Capital Management | 301k | $15M | -60% | Mar 2026 |
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| Tcfg Wealth Management | 300k | $15M | 6388% | Mar 2026 |
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| TCFG Investment Advisors | 300k | $15M | 100% | Mar 2026 |
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| Streettalk Advisors | 286k | $14M | -4% | Mar 2026 |
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| Sterling Group Wealth Management | 275k | $14M | 20% | Mar 2026 |
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| Generation Capital Management | 259k | $13M | -1% | Mar 2026 |
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| Wealthquest | 244k | $12M | -3% | Mar 2026 |
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| Strait & Sound Wealth Management | 239k | $12M | 8% | Mar 2026 |
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| Family Office Research | 232k | $12M | -14% | Mar 2026 |
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| Divergent Planning | 227k | $11M | 9% | Dec 2025 |
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| MBL Wealth | 225k | $11M | 48% | Mar 2026 |
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| Alpine Bank Wealth Management | 220k | $11M | -1% | Mar 2026 |
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| EP Wealth Advisors | 214k | $11M | 2905% | Mar 2026 |
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| Pinnacle Financial Partners | 201k | $10M | 100% | Dec 2025 |
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| Baird Financial | 190k | $9.5M | 100% | Dec 2025 |
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| Coign Capital Advisors | 188k | $9.4M | -14% | Dec 2025 |
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| Creative Planning | 185k | $9.2M | 79% | Mar 2026 |
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| Western Wealth Management | 185k | $9.2M | 100% | Mar 2026 |
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| Money Concepts Capital Corp | 175k | $8.7M | 3% | Mar 2026 |
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| NFP Retirement | 162k | $8.1M | 2046% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 154k | $7.7M | 3% | Mar 2026 |
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| RFG Advisory | 154k | $7.7M | 3% | Mar 2026 |
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| Neuberger Berman Group | 151k | $7.5M | 19% | Dec 2025 |
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| Susquehanna International | 150k | $7.5M | 333% | Dec 2025 |
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| Clear Creek Financial Management | 139k | $6.9M | -3% | Mar 2026 |
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| First Heartland Consultants | 135k | $6.7M | 16% | Mar 2026 |
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| Apella Capital | 134k | $6.7M | 100% | Mar 2026 |
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| Revolve Wealth Partners | 132k | $6.6M | -73% | Mar 2026 |
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| Pinnacle Wealth Management Group | 124k | $6.2M | -26% | Mar 2026 |
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| Manchester Financial | 124k | $6.2M | -3% | Mar 2026 |
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| B & T Capital Management DBA Alpha Capital Management | 122k | $6.1M | -31% | Mar 2026 |
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| Intrua Financial | 119k | $5.9M | 660% | Mar 2026 |
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| Fortis Group Advisors | 119k | $5.9M | 114% | Mar 2026 |
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| Fiduciary Alliance | 113k | $5.6M | -8% | Mar 2026 |
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| SRS Capital Advisors | 108k | $5.4M | 100% | Mar 2026 |
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| Jaffetilchin Investment Partners | 107k | $5.3M | 7% | Mar 2026 |
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| Cypress Capital | 106k | $5.3M | 0% | Mar 2026 |
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| Sovereign Financial Group | 106k | $5.3M | -10% | Mar 2026 |
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| Kestra Private Wealth Services | 104k | $5.2M | -61% | Mar 2026 |
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| Vision Financial Markets | 103k | $5.1M | -14% | Mar 2026 |
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| Founders Financial Alliance | 102k | $5.1M | 3% | Mar 2026 |
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| Hilton Capital Management | 98k | $4.9M | -2% | Dec 2025 |
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| Forum Financial Management | 96k | $4.8M | 0% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 95k | $4.7M | 6% | Dec 2025 |
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| Spinnaker Investment Group | 93k | $4.7M | -10% | Mar 2026 |
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| Ashton Thomas Private Wealth | 93k | $4.7M | 10% | Mar 2026 |
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| Pensionmark Financial Group | 92k | $4.6M | 0% | Mar 2026 |
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| Farther Finance Advisors | 92k | $4.6M | 15% | Mar 2026 |
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| Lido Advisors | 91k | $4.5M | -64% | Mar 2026 |
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| Wealthcare Advisory Partners | 89k | $4.4M | -7% | Mar 2026 |
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| Davenport & Co | 83k | $4.1M | -4% | Mar 2026 |
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| Copia Wealth Management | 79k | $3.9M | -25% | Mar 2026 |
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| BBK Capital Partners | 77k | $3.8M | -14% | Mar 2026 |
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| Global View Capital Management | 76k | $3.8M | -7% | Mar 2026 |
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| Mutual Advisors | 73k | $3.6M | 146% | Mar 2026 |
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| Bright Futures Wealth Management | 71k | $3.6M | 100% | Mar 2026 |
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| Flagship Harbor Advisors | 71k | $3.5M | -33% | Mar 2026 |
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| Beacon Pointe Advisors | 71k | $3.5M | 2% | Dec 2025 |
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| Branch Banking & Trust Company | 70k | $3.5M | 51% | Mar 2026 |
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| Matauro | 68k | $3.4M | 7% | Mar 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 66k | $3.3M | -37% | Mar 2026 |
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| Parallel Advisors | 65k | $3.3M | 13% | Mar 2026 |
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| Independent Financial Group | 63k | $3.1M | -2% | Mar 2026 |
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| Kingsview Wealth Management | 62k | $3.1M | 756% | Mar 2026 |
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| Captrust Financial Advisors | 58k | $2.9M | 494% | Dec 2025 |
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| Crew Capital Management | 58k | $2.9M | -14% | Mar 2026 |
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| Goss Wealth Management | 53k | $2.6M | 20% | Mar 2026 |
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| GatePass Capital | 52k | $2.6M | 14% | Mar 2026 |
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| International Assets Investment Management | 50k | $2.5M | 0% | Mar 2026 |
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| AE Wealth Management | 50k | $2.5M | 42% | Mar 2026 |
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| Longview Financial Advisors | 49k | $2.5M | -9% | Mar 2026 |
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| Boyum Wealth Architects | 49k | $2.4M | -67% | Mar 2026 |
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| Great Valley Advisor Group | 48k | $2.4M | -16% | Mar 2026 |
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| Sigma Planning | 48k | $2.4M | -9% | Mar 2026 |
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| VisionPoint Advisory Group | 48k | $2.4M | 9% | Mar 2026 |
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| Betterment | 47k | $2.4M | 83% | Dec 2025 |
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| HPM Partners | 46k | $2.3M | 19% | Mar 2026 |
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| Brian McDonald | 46k | $2.3M | -12% | Dec 2025 |
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| Silver Coast Investments | 46k | $2.3M | 13% | Mar 2026 |
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| Wealth Advisory Solutions | 46k | $2.3M | 23% | Mar 2026 |
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| Pitcairn Wealth Advisors | 45k | $2.3M | 100% | Mar 2026 |
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| Ameritas Advisory Services | 44k | $2.2M | 3% | Mar 2026 |
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| Maia Wealth | 44k | $2.2M | -6% | Mar 2026 |
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| Concurrent Investment Advisors | 43k | $2.1M | -44% | Mar 2026 |
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| Bank Of Montreal | 43k | $2.1M | 100% | Mar 2026 |
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| Compass Financial Group | 42k | $2.1M | -5% | Mar 2026 |
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| Fifth Third Bancorp | 42k | $2.1M | 100% | Mar 2026 |
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| 49 Wealth Management | 42k | $2.1M | -2% | Mar 2026 |
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| SFG Wealth Management | 42k | $2.1M | 100% | Mar 2026 |
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| Wedbush Morgan Securities | 42k | $2.1M | 21% | Mar 2026 |
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| We Are One Seven | 41k | $2.0M | 100% | Dec 2025 |
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| Capital Financial Group | 40k | $2.0M | 100% | Mar 2026 |
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| Parr Mcknight Wealth Management Group | 40k | $2.0M | 10% | Mar 2026 |
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| IFP Advisors | 39k | $2.0M | 10% | Mar 2026 |
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| AdvisorNet Financial | 39k | $1.9M | -33% | Mar 2026 |
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| Advisor Group Holdings | 38k | $1.9M | -5% | Dec 2025 |
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| Retirement Capital Strategies | 38k | $1.9M | -64% | Dec 2025 |
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| Summit Financial | 37k | $1.9M | 100% | Mar 2026 |
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| Koshinski Asset Management | 37k | $1.9M | -5% | Mar 2026 |
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| Redwood Family Wealth | 37k | $1.8M | -12% | Mar 2026 |
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| Krasney Financial | 36k | $1.8M | 41% | Mar 2026 |
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| Ruggiero Investments | 36k | $1.8M | 100% | Mar 2026 |
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| Petra Financial Advisors | 36k | $1.8M | 100% | Mar 2026 |
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| Marshall & Sterling Wealth Advisors | 35k | $1.7M | 100% | Mar 2026 |
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| Opus Capital Group | 34k | $1.7M | 100% | Mar 2026 |
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| Harbour Capital Advisors | 33k | $1.7M | 52% | Mar 2026 |
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| Hamilton Wealth | 33k | $1.6M | 69% | Mar 2026 |
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| Ignite Planners | 32k | $1.6M | 1% | Mar 2026 |
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| Sage Mountain Advisors | 32k | $1.6M | 0% | Mar 2026 |
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| Ausdal Financial Partners | 32k | $1.6M | 117% | Mar 2026 |
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| Exit Wealth Advisors | 30k | $1.5M | 264% | Mar 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 29k | $1.5M | 8% | Dec 2025 |
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| Transcendent Capital Group | 29k | $1.4M | -25% | Mar 2026 |
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| Kingswood Wealth Advisors | 28k | $1.4M | 100% | Mar 2026 |
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| Strategic Investment Solutions | 28k | $1.4M | 12% | Mar 2026 |
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| Clarus Group | 27k | $1.3M | -8% | Mar 2026 |
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| J.w. Cole Advisors | 26k | $1.3M | -49% | Mar 2026 |
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| Denver Wealth Management | 24k | $1.2M | -45% | Mar 2026 |
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| Resources Investment Advisors | 23k | $1.2M | -46% | Mar 2026 |
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| KG&L Capital Management | 22k | $1.1M | -52% | Mar 2026 |
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| Heritage Wealth Management | 10k | $499k | -66% | Mar 2026 |
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| Park Edge Advisors | 9.9k | $494k | -72% | Mar 2026 |
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| Rockefeller Capital Management | 9.6k | $478k | -69% | Mar 2026 |
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| CLS Investments | 7.9k | $394k | -86% | Mar 2026 |
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| VanWeelden Wealth Management | 6.9k | $345k | -98% | Mar 2026 |
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| IFG Advisory | 301.00 | $15k | -100% | Mar 2026 |
|
Who sold out of RBB?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 1.9M | $93M |
| Jpmorgan Chase & Co | Sep 2025 | 265k | $13M |
| Tower Research Capital | Sep 2025 | 217k | $11M |
| Flow Traders US | Dec 2025 | 84k | $4.2M |
| Kraft, Davis & Associates | Dec 2025 | 70k | $3.5M |
| Kw Wealth Management | Dec 2025 | 57k | $2.9M |
| National Asset Management | Dec 2025 | 48k | $2.4M |