DOSSIER · 13F Holders · Q2 2026

RBB FD INC

8 institutions still hold RBB FD INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74933W114·8 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$10M
visible holders
Holders
8
filers reporting
Concentration
46.16%
Hutchens & Kramer Investment Management Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported RBB FD INC in Q2 2026. Hutchens & Kramer Investment Management Group, LLC leads at 46.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Hutchens & Kramer Investment Management Group, LLC
CIK 0001920117
$5M137K1.28%Q2 2026
02
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
CIK 0001380137
$4M153K0.54%Q1 2026
03
BEAM WEALTH ADVISORS, INC.
CIK 0001803426
$861K25K0.19%Q2 2026
04
Aspire Capital Advisors LLC
CIK 0001906014
$372K11K0.07%Q2 2026
05
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$232K9K0.00%Q1 2026
06
Integrated Wealth Concepts LLC
CIK 0001737109
$47K1K0.00%Q2 2026
07
Cape Investment Advisory, Inc.
CIK 0001944437
$7K2000.00%Q2 2026
08
Institute for Wealth Management, LLC.
CIK 0001533954
$3K1000.00%Q2 2026