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RBB shares owned by Creative Planning

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.2M 104k 49.88
2025-09-30 $265k 5.3k 50.00
2024-12-31 $301k 6.0k 49.86
2024-09-30 $275k 5.5k 50.04
2024-06-30 $651k 13k 50.02
2024-03-31 $776k 16k 50.03

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View all positions for Creative Planning

Top funds holding RBB

LPL Financial
Raymond James Financial
Stifel Financial
Wells Fargo & Company
Wealth Enhancement Advisory Services
Obermeyer Asset Management
Mml Investors Services
Journey Strategic Wealth
Mariner Wealth Advisors
Benjamin Edwards
Total Investment Management
Envestnet Asset Management
Commonwealth Equity Services
Private Advisor
F/M Investments

View all funds holding RBB