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 | 845k | $37M | 21% | Mar 2026 |
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| Altfest L J & Co | 821k | $36M | -18% | Mar 2026 |
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| Woodard & Co Asset Management Group | 595k | $26M | 100% | Mar 2026 |
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| Morgan Stanley | 538k | $24M | 45% | Mar 2026 |
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| Financeware | 398k | $17M | 3% | Mar 2026 |
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| LPL Financial | 220k | $9.6M | 9% | Mar 2026 |
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| Goldman Sachs Group | 140k | $6.1M | 65% | Mar 2026 |
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| Commonwealth Equity Services | 107k | $4.7M | -5% | Mar 2026 |
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| Foguth Wealth Management | 72k | $3.1M | -32% | Mar 2026 |
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| Citadel Advisors | 71k | $3.1M | 140% | Mar 2026 |
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| Wealthcare Advisory Partners | 64k | $2.8M | 482% | Mar 2026 |
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| Apollon Wealth Management | 62k | $2.7M | 6% | Mar 2026 |
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| Stifel Financial | 50k | $2.2M | -14% | Mar 2026 |
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| UBS Group | 50k | $2.2M | 7% | Mar 2026 |
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| Envestnet Asset Management | 41k | $1.8M | 100% | Mar 2026 |
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| Goss Wealth Management | 35k | $1.5M | -5% | Mar 2026 |
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| Mml Investors Services | 34k | $1.5M | 100% | Mar 2026 |
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| Crew Capital Management | 33k | $1.4M | 2% | Mar 2026 |
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| Branch Banking & Trust Company | 30k | $1.3M | 22% | Mar 2026 |
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| Farther Finance Advisors | 28k | $1.2M | -42% | Mar 2026 |
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| MidWestOne Financial Group | 25k | $1.1M | -85% | Dec 2025 |
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| Jane Street | 20k | $852k | 25% | Mar 2026 |
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| Sanctuary Advisors | 19k | $810k | -9% | Mar 2026 |
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| Raymond James Financial | 17k | $755k | 160% | Dec 2025 |
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| Empirical Asset Management | 16k | $704k | -87% | Mar 2026 |
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| Stewardship Advisors | 15k | $667k | 6% | Mar 2026 |
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| Global View Capital Management | 15k | $649k | 100% | Mar 2026 |
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| Stapp Wealth Management, P | 15k | $646k | 0% | Mar 2026 |
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| J.w. Cole Advisors | 14k | $623k | 1% | Mar 2026 |
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| F/M Investments | 12k | $507k | 94% | Mar 2026 |
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| Tower Research Capital | 11k | $471k | -64% | Dec 2025 |
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| Laird Norton Tyee Trust | 7.4k | $325k | 100% | Dec 2025 |
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| Cambridge Investment Research Advisors | 5.9k | $256k | 4% | Mar 2026 |
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| LVW Advisors | 5.5k | $240k | -70% | Mar 2026 |
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| Valtinson Bruner Financial Planning | 5.3k | $230k | 0% | Mar 2026 |
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| Mercer Global Advisors | 5.2k | $226k | 100% | Mar 2026 |
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| Susquehanna International | 5.0k | $220k | -73% | Dec 2025 |
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| EverSource Wealth Advisors | 2.5k | $107k | 10% | Mar 2026 |
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| Geneos Wealth Management | 2.0k | $87k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 680.00 | $30k | -30% | Mar 2026 |
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| Sound Income Strategies | 634.00 | $28k | 100% | Mar 2026 |
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| Coastal Investment Advisors | 550.00 | $24k | 100% | Mar 2026 |
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| Spire Wealth Management | 547.00 | $24k | 0% | Mar 2026 |
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| AE Wealth Management | 406.00 | $18k | 283% | Mar 2026 |
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| Advisor Group Holdings | 300.00 | $13k | 100% | Dec 2025 |
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| Wells Fargo & Company | 287.00 | $13k | 100% | Mar 2026 |
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| FMR | 277.00 | $12k | 100% | Dec 2025 |
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| Aptus Capital Advisors | 87.00 | $3.8k | 0% | Mar 2026 |
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| CWM | 32.00 | $1.0k | 0% | Dec 2025 |
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| DHJJ Financial Advisors | 2.00 | $93.000000 | 0% | Mar 2026 |
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Who sold out of RBB?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thoroughbred Financial Services | Dec 2025 | 7.3k | $322k |
| VestGen Advisors | Dec 2025 | 5.5k | $242k |
| Kestra Advisory Services | Dec 2025 | 2.6k | $114k |
| Jpmorgan Chase & Co | Sep 2025 | 845.00 | $37k |