13F Insight
DOSSIER · 13F Holders · Q2 2026
CPAG

RBB FD INC

19 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 74933W148·19 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$22M
visible holders
Holders
19
filers reporting
Concentration
30.29%
Everest Management Corp. #1
top holder share
AI Holders Summary · Q2 2026

19 institutions reported CPAG in Q2 2026. Everest Management Corp. leads at 30.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Everest Management Corp.
CIK 0002056683
$7M65K2.49%Q2 202602
Stegent Equity Advisors, Inc.
CIK 0001908976
$5M50K3.68%Q2 202603
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M29K0.00%Q2 202604
&PARTNERS
CIK 0000107136
$3M25K0.01%Q2 202605
CALIBER WEALTH MANAGEMENT, LLC / KS
CIK 0002067120
$798K8K0.08%Q2 202606
Golden Bell Financial Planning LLC
CIK 0002044309
$767K7K0.56%Q2 202607
Southeast Asset Advisors, LLC
CIK 0001390003
$513K5K0.05%Q2 202608
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CIK 0001857144
$438K4K0.12%Q2 202609
Signet Private Wealth LLC
CIK 0002096298
$409K4K0.33%Q2 202610
Family Office Research LLC
CIK 0002041267
$383K4K0.14%Q2 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$337K3K0.00%Q1 202612
ATX Financial Planning, LLC
CIK 0002111013
$277K3K0.18%Q2 202613
Crew Capital Management, Ltd
CIK 0001835669
$253K2K0.14%Q2 202614
Farther Finance Advisors, LLC
CIK 0001992825
$118K1K0.00%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$101K9850.00%Q2 202616
EVOLUTION WEALTH MANAGEMENT INC.
CIK 0002010029
$71K6960.04%Q2 202617
NewEdge Advisors, LLC
CIK 0001633516
$65K6360.00%Q2 202618
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$57K5550.02%Q2 202619
Essential Partners LLC
CIK 0002136442
$5K500.00%Q2 2026