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 |
|---|---|---|---|---|---|
| LPL Financial | 11M | $558M | 3% | Jun 2026 |
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| Morgan Stanley | 11M | $552M | 13% | Mar 2026 |
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| Stifel Financial | 3.6M | $177M | 49% | Jun 2026 |
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| Raymond James Financial | 3.5M | $177M | -1% | Jun 2026 |
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| Wells Fargo & Company | 3.4M | $167M | 7% | Jun 2026 |
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| Obermeyer Asset Management | 1.5M | $75M | 7% | Jun 2026 |
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| Private Advisor | 1.1M | $54M | 4% | Jun 2026 |
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| Benjamin Edwards | 1.1M | $53M | 3% | Jun 2026 |
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| Envestnet Asset Management | 995k | $50M | 31% | Jun 2026 |
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| Commonwealth Equity Services | 951k | $47M | 21% | Jun 2026 |
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| HighTower Advisors | 897k | $45M | -50% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 833k | $42M | 100% | Jun 2026 |
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| Journey Strategic Wealth | 833k | $42M | -22% | Mar 2026 |
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| Mml Investors Services | 832k | $42M | 34% | Jun 2026 |
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| F/M Investments | 825k | $41M | -9% | Jun 2026 |
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| Mirae Asset Global Investments | 697k | $35M | -2% | Mar 2026 |
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| UBS Group | 668k | $33M | -3% | Jun 2026 |
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| Equitable Holdings | 655k | $33M | -16% | Jun 2026 |
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| Integrated Wealth Concepts | 624k | $31M | 1% | Jun 2026 |
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| Neuberger Berman Group | 591k | $30M | 93% | Jun 2026 |
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| Steward Partners Investment Advisory | 562k | $28M | 1% | Jun 2026 |
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| Capital Investment Counsel | 529k | $26M | 15% | Jun 2026 |
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| Cambridge Investment Research Advisors | 494k | $25M | 27% | Jun 2026 |
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| Cetera Investment Advisers | 473k | $24M | 6% | Jun 2026 |
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| AQR Capital Management | 426k | $21M | 41% | Jun 2026 |
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| Kestra Advisory Services | 399k | $20M | -3% | Jun 2026 |
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| Ibex Wealth Advisors | 390k | $20M | 0% | Jun 2026 |
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| Central Trust & Investment | 386k | $19M | 2% | Jun 2026 |
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| Stratos Wealth Partners | 384k | $19M | -57% | Jun 2026 |
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| Jpmorgan Chase & Co | 357k | $18M | 100% | Jun 2026 |
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| Savvy Advisors | 347k | $17M | -27% | Jun 2026 |
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| Putnam Fl Investment Management | 345k | $17M | -17% | Jun 2026 |
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| Proactive Wealth Strategies | 332k | $17M | 0% | Jun 2026 |
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| B & T Capital Management DBA Alpha Capital Management | 326k | $16M | 168% | Jun 2026 |
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| Mariner Wealth Advisors | 315k | $16M | -29% | Jun 2026 |
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| Tcfg Wealth Management | 300k | $15M | 6388% | Mar 2026 |
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| Sterling Group Wealth Management | 293k | $15M | 6% | Jun 2026 |
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| Alpine Bank Wealth Management | 292k | $15M | 33% | Jun 2026 |
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| Family Office Research | 278k | $14M | 20% | Jun 2026 |
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| SRS Capital Advisors | 266k | $13M | 146% | Jun 2026 |
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| Streettalk Advisors | 264k | $13M | -8% | Jun 2026 |
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| VanWeelden Wealth Management | 254k | $13M | 3578% | Jun 2026 |
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| Susquehanna International | 253k | $13M | 100% | Jun 2026 |
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| Generation Capital Management | 251k | $13M | -3% | Jun 2026 |
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| Strait & Sound Wealth Management | 244k | $12M | 2% | Jun 2026 |
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| Toroso Investments | 236k | $12M | -27% | Jun 2026 |
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| Creative Planning | 233k | $12M | 26% | Jun 2026 |
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| TCFG Investment Advisors | 230k | $12M | -23% | Jun 2026 |
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| MBL Wealth | 225k | $11M | 48% | Mar 2026 |
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| Wealthquest | 222k | $11M | -9% | Jun 2026 |
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| Pinnacle Financial Partners | 219k | $11M | -21% | Jun 2026 |
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| EP Wealth Advisors | 201k | $10M | -6% | Jun 2026 |
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| Revolve Wealth Partners | 194k | $9.7M | 47% | Jun 2026 |
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| Branch Banking & Trust Company | 192k | $9.6M | 174% | Jun 2026 |
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| Scotia Capital | 192k | $9.6M | -45% | Jun 2026 |
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| Intrua Financial | 179k | $8.9M | 51% | Jun 2026 |
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| Money Concepts Capital Corp | 176k | $8.8M | 1% | Jun 2026 |
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| Western Wealth Management | 172k | $8.6M | -7% | Jun 2026 |
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| Apella Capital | 172k | $8.6M | 28% | Jun 2026 |
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| Coign Capital Advisors | 171k | $8.5M | -7% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 167k | $8.3M | 9% | Jun 2026 |
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| RFG Advisory | 161k | $8.0M | 5% | Jun 2026 |
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| NFP Retirement | 151k | $7.5M | -7% | Jun 2026 |
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| Spinnaker Investment Group | 150k | $7.5M | 61% | Jun 2026 |
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| First Heartland Consultants | 146k | $7.3M | 8% | Jun 2026 |
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| Clear Creek Financial Management | 143k | $7.1M | 3% | Jun 2026 |
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| Hilton Capital Management | 141k | $7.0M | 49% | Jun 2026 |
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| Total Investment Management | 139k | $6.9M | -64% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 137k | $6.8M | -4% | Jun 2026 |
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| AE Wealth Management | 132k | $6.6M | 166% | Jun 2026 |
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| Pinnacle Wealth Management Group | 125k | $6.2M | 1% | Jun 2026 |
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| Advisor Group Holdings | 125k | $6.2M | 299% | Jun 2026 |
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| Cypress Capital | 120k | $6.0M | 13% | Jun 2026 |
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| Ameritas Advisory Services | 117k | $5.8M | 164% | Jun 2026 |
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| IFG Advisory | 112k | $5.6M | 37156% | Jun 2026 |
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| Jaffetilchin Investment Partners | 107k | $5.3M | 7% | Mar 2026 |
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| Farther Finance Advisors | 106k | $5.3M | 15% | Jun 2026 |
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| Kingswood Wealth Advisors | 106k | $5.3M | 274% | Jun 2026 |
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| Founders Financial Alliance | 106k | $5.3M | 4% | Jun 2026 |
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| Fortis Group Advisors | 102k | $5.1M | -14% | Jun 2026 |
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| Sovereign Financial Group | 96k | $4.8M | -9% | Jun 2026 |
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| Vision Financial Markets | 96k | $4.8M | -7% | Jun 2026 |
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| Forum Financial Management | 96k | $4.8M | 0% | Jun 2026 |
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| Beacon Pointe Advisors | 89k | $4.5M | 19% | Jun 2026 |
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| Goss Wealth Management | 81k | $4.0M | 52% | Jun 2026 |
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| Global View Capital Management | 80k | $4.0M | 5% | Jun 2026 |
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| Davenport & Co | 80k | $4.0M | -4% | Jun 2026 |
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| Sage Mountain Advisors | 79k | $3.9M | 145% | Jun 2026 |
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| Wealthcare Advisory Partners | 75k | $3.7M | -15% | Jun 2026 |
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| BBK Capital Partners | 75k | $3.7M | -3% | Jun 2026 |
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| Copia Wealth Management | 72k | $3.6M | -8% | Jun 2026 |
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| Mutual Advisors | 72k | $3.6M | -1% | Jun 2026 |
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| Arkadios Wealth Advisors | 68k | $3.4M | 100% | Jun 2026 |
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| Independent Advisor Alliance | 67k | $3.3M | -95% | Jun 2026 |
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| Matauro | 65k | $3.2M | -5% | Jun 2026 |
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| Kingsview Wealth Management | 62k | $3.1M | 756% | Mar 2026 |
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| Pensionmark Financial Group | 59k | $2.9M | -37% | Jun 2026 |
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| We Are One Seven | 57k | $2.8M | 9% | Jun 2026 |
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| Bright Futures Wealth Management | 56k | $2.8M | -21% | Jun 2026 |
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| Independent Financial Group | 56k | $2.8M | -11% | Jun 2026 |
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| Rockport Wealth | 56k | $2.8M | 459% | Jun 2026 |
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| Kestra Private Wealth Services | 54k | $2.7M | -48% | Jun 2026 |
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| Flagship Harbor Advisors | 53k | $2.6M | -26% | Jun 2026 |
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| Crew Capital Management | 52k | $2.6M | -9% | Jun 2026 |
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| Fifth Third Bancorp | 51k | $2.6M | 22% | Jun 2026 |
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| Parr Mcknight Wealth Management Group | 51k | $2.5M | 27% | Jun 2026 |
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| International Assets Investment Management | 50k | $2.5M | -2% | Jun 2026 |
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| Lido Advisors | 49k | $2.5M | -46% | Jun 2026 |
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| Maia Wealth | 49k | $2.5M | 12% | Jun 2026 |
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| Betterment | 49k | $2.5M | 55% | Jun 2026 |
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| VisionPoint Advisory Group | 49k | $2.4M | 3% | Jun 2026 |
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| Great Valley Advisor Group | 49k | $2.4M | 1% | Jun 2026 |
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| Wealth Advisory Solutions | 49k | $2.4M | 6% | Jun 2026 |
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| Wedbush Morgan Securities | 48k | $2.4M | 15% | Jun 2026 |
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| Petra Financial Advisors | 47k | $2.4M | 32% | Jun 2026 |
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| Avail Investment Partners | 47k | $2.3M | 97% | Jun 2026 |
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| Investment Research Partners | 47k | $2.3M | 97% | Jun 2026 |
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| Aptus Capital Advisors | 45k | $2.2M | 401% | Jun 2026 |
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| Parallel Advisors | 44k | $2.2M | -33% | Jun 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 44k | $2.2M | -1% | Jun 2026 |
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| Bank Of Montreal | 43k | $2.1M | 100% | Mar 2026 |
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| Sigma Planning | 42k | $2.1M | -13% | Jun 2026 |
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| Silver Coast Investments | 41k | $2.1M | -9% | Jun 2026 |
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| Ashton Thomas Private Wealth | 41k | $2.1M | -56% | Jun 2026 |
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| Ruggiero Investments | 40k | $2.0M | 11% | Jun 2026 |
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| Daymark Wealth Partners | 38k | $1.9M | 100% | Jun 2026 |
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| Koshinski Asset Management | 37k | $1.9M | -5% | Mar 2026 |
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| Longview Financial Advisors | 37k | $1.8M | -25% | Jun 2026 |
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| GatePass Capital | 37k | $1.8M | -29% | Jun 2026 |
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| Krasney Financial | 36k | $1.8M | 41% | Mar 2026 |
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| HPM Partners | 36k | $1.8M | -22% | Jun 2026 |
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| Clarus Group | 36k | $1.8M | 34% | Jun 2026 |
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| Marshall & Sterling Wealth Advisors | 35k | $1.8M | 1% | Jun 2026 |
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| Concurrent Investment Advisors | 35k | $1.8M | -18% | Jun 2026 |
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| Mattern Wealth Management | 35k | $1.7M | 256% | Jun 2026 |
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| Gladstone Institutional Advisory | 35k | $1.7M | 43% | Jun 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35k | $1.7M | -47% | Jun 2026 |
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| Sandhill Capital Partners | 34k | $1.7M | 147% | Jun 2026 |
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| Redwood Family Wealth | 34k | $1.7M | -8% | Jun 2026 |
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| Rockefeller Capital Management | 34k | $1.7M | 251% | Jun 2026 |
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| AdvisorNet Financial | 34k | $1.7M | -13% | Jun 2026 |
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| IFP Advisors | 32k | $1.6M | -18% | Jun 2026 |
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| Compass Financial Group | 30k | $1.5M | -29% | Jun 2026 |
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| Transcendent Capital Group | 29k | $1.5M | 0% | Jun 2026 |
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| Citadel Advisors | 28k | $1.4M | 100% | Jun 2026 |
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| CWA Asset Management | 28k | $1.4M | 357% | Mar 2026 |
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| Widmann Financial Services | 27k | $1.4M | 15% | Jun 2026 |
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| Flynn Zito Capital Management | 27k | $1.3M | 56% | Jun 2026 |
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| Cane Capital Partners | 26k | $1.3M | 1% | Jun 2026 |
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| Strategic Investment Solutions | 26k | $1.3M | -7% | Jun 2026 |
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| Exit Wealth Advisors | 25k | $1.3M | -15% | Jun 2026 |
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| Ignite Planners | 25k | $1.2M | -24% | Jun 2026 |
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| Summit Financial | 25k | $1.2M | -34% | Jun 2026 |
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| HighPoint Advisor | 24k | $1.2M | -9% | Jun 2026 |
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| J.w. Cole Advisors | 24k | $1.2M | -8% | Jun 2026 |
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| Harbour Capital Advisors | 24k | $1.2M | -29% | Jun 2026 |
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| Capital Financial Group | 23k | $1.1M | -43% | Jun 2026 |
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| Retirement Capital Strategies | 20k | $1000k | -31% | Jun 2026 |
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| Boyum Wealth Architects | 19k | $964k | -60% | Jun 2026 |
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| Ausdal Financial Partners | 18k | $879k | -45% | Jun 2026 |
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| Fiduciary Alliance | 11k | $555k | -90% | Jun 2026 |
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| Pitcairn Wealth Advisors | 5.3k | $265k | -88% | Jun 2026 |
|
Who sold out of RBB?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Baird Financial | Mar 2026 | 259k | $13M |
| Manchester Financial | Mar 2026 | 124k | $6.2M |
| Kw Wealth Management | Dec 2025 | 57k | $2.9M |
| 49 Wealth Management | Mar 2026 | 42k | $2.1M |
| SFG Wealth Management | Mar 2026 | 42k | $2.1M |
| Opus Capital Group | Mar 2026 | 34k | $1.7M |