Who owns RBB FD INC?
- Ticker: UTEN
- CUSIP Number: 74933w536
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Equitable Holdings | 875k | $38M | 4% | Jun 2026 |
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| Altfest L J & Co | 832k | $36M | 1% | Jun 2026 |
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| Woodard & Co Asset Management Group | 598k | $26M | 1% | Jun 2026 |
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| Financeware | 375k | $16M | -6% | Jun 2026 |
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| Raymond James Financial | 303k | $13M | 27% | Jun 2026 |
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| LPL Financial | 193k | $8.3M | -12% | Jun 2026 |
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| Goldman Sachs Group | 149k | $6.4M | 7% | Jun 2026 |
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| Commonwealth Equity Services | 110k | $4.7M | 2% | Jun 2026 |
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| Apollon Wealth Management | 62k | $2.5M | 0% | Sep 2026 |
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| Jpmorgan Chase & Co | 58k | $2.5M | 100% | Jun 2026 |
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| UBS Group | 49k | $2.1M | -3% | Jun 2026 |
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| Stifel Financial | 44k | $1.9M | -12% | Jun 2026 |
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| Crew Capital Management | 42k | $1.8M | 27% | Jun 2026 |
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| Flow Traders US | 42k | $1.8M | 100% | Jun 2026 |
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| Envestnet Asset Management | 41k | $1.8M | 1% | Jun 2026 |
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| Mml Investors Services | 39k | $1.7M | 13% | Jun 2026 |
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| Goss Wealth Management | 37k | $1.6M | 5% | Jun 2026 |
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| Wealthcare Advisory Partners | 25k | $1.1M | -60% | Jun 2026 |
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| Foguth Wealth Management | 25k | $1.1M | -65% | Jun 2026 |
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| Tower Research Capital | 21k | $897k | 100% | Jun 2026 |
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| Nicolet Bankshares | 20k | $867k | -4% | Jun 2026 |
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| Branch Banking & Trust Company | 20k | $862k | -33% | Jun 2026 |
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| Sanctuary Advisors | 19k | $802k | 0% | Jun 2026 |
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| Stewardship Advisors | 17k | $740k | 12% | Jun 2026 |
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| Empirical Asset Management | 16k | $682k | -2% | Jun 2026 |
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| Stapp Wealth Management, P | 15k | $600k | 0% | Sep 2026 |
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| J.w. Cole Advisors | 14k | $624k | 1% | Jun 2026 |
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| Global View Capital Management | 14k | $618k | -4% | Jun 2026 |
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| Citadel Advisors | 14k | $604k | -80% | Jun 2026 |
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| F/M Investments | 12k | $518k | 3% | Jun 2026 |
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| Daymark Wealth Partners | 11k | $455k | 100% | Jun 2026 |
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| Kovack Advisors | 8.6k | $369k | 100% | Jun 2026 |
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| Straight Path Wealth Management | 8.1k | $327k | 100% | Sep 2026 |
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| 4wealth Advisors | 6.7k | $270k | 100% | Sep 2026 |
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| Savvy Advisors | 6.5k | $283k | 100% | Jun 2026 |
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| Cambridge Investment Research Advisors | 5.8k | $251k | -1% | Jun 2026 |
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| Valtinson Bruner Financial Planning | 5.3k | $229k | 0% | Jun 2026 |
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| HighPoint Advisor | 5.3k | $227k | 0% | Jun 2026 |
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| Mercer Global Advisors | 5.2k | $224k | 0% | Jun 2026 |
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| Laird Norton Tyee Trust | 5.0k | $214k | -22% | Jun 2026 |
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| EverSource Wealth Advisors | 3.4k | $146k | 38% | Jun 2026 |
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| Jones Financial Companies, L.L | 2.3k | $100k | 100% | Jun 2026 |
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| Bank of New Hampshire | 2.2k | $89k | 143% | Sep 2026 |
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| Steward Partners Investment Advisory | 680.00 | $29k | 0% | Jun 2026 |
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| Advisor Group Holdings | 600.00 | $26k | -45% | Jun 2026 |
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| Spire Wealth Management | 547.00 | $24k | 0% | Jun 2026 |
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| SOA Wealth Advisors | 216.00 | $9.3k | 100% | Jun 2026 |
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| AE Wealth Management | 106.00 | $4.6k | -74% | Jun 2026 |
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| Aptus Capital Advisors | 87.00 | $3.8k | 0% | Jun 2026 |
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| Strategic Investment Solutions | 5.00 | $216.000000 | 100% | Jun 2026 |
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| DHJJ Financial Advisors | 2.00 | $87.000000 | 0% | Sep 2026 |
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Who sold out of RBB?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 20k | $852k |
| Gts Securities | Mar 2026 | 5.7k | $247k |
| Royal Fund Management | Jun 2026 | 4.7k | $202k |
| Geneos Wealth Management | Mar 2026 | 2.0k | $87k |
| CX Institutional | Jun 2026 | 1.5k | $65k |
| Coastal Investment Advisors | Mar 2026 | 550.00 | $24k |
| Advisory Services Network | Mar 2026 | 441.00 | $19k |
| Wells Fargo & Company | Mar 2026 | 287.00 | $13k |