DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
EBI

RBB FUND TRUST

19 institutions still hold RBB FUND TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 75526L852·19 13F holders·last filed Mar 31, 2026
Market cap
5.6%
vs prior quarter
13F value held
$565M
74.0% inst. owned
of float
Holders
19
+36 QoQ
filers reporting
Activity
+58 / −121
+915 added · −770 reduced
this quarter
Concentration
64.85%
Hill Investment Group Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

19 institutions reported EBI in Q1 2026. Hill Investment Group Partners, LLC leads at 64.8% of the visible book. +36 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Hill Investment Group Partners, LLC
CIK 0001979028
$367M6.3M40.48%Q1 2026
02
HILL ISLAND FINANCIAL LLC
CIK 0001909798
$67M1.2M16.25%Q1 2026
03
BetterWealth, LLC
CIK 0001911702
$34M583K6.61%Q1 2026
04
TCI Wealth Advisors, Inc.
CIK 0001583751
$19M337K1.03%Q1 2026
05
AIRE ADVISORS, LLC
CIK 0001908177
$19M334K3.46%Q4 2025
06
New Capital Management LP
CIK 0001696731
$12M213K3.04%Q1 2026
07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$11M188K0.19%Q1 2026
08
Trellis Wealth Advisors LLC
CIK 0001989031
$10M168K3.69%Q1 2026
09
Chicago Partners Investment Group LLC
CIK 0001563525
$7M111K0.15%Q1 2026
10
Quantinno Capital Management LP
CIK 0001759654
$6M110K0.01%Q1 2026
11
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$4M74K0.03%Q1 2026
12
MOSAIC FAMILY WEALTH PARTNERS, LLC
CIK 0001965241
$4M69K0.41%Q1 2026
13
STIFEL FINANCIAL CORP
CIK 0000720672
$1M23K0.00%Q1 2026
14
CITADEL ADVISORS LLC
CIK 0001423053
$1M23K0.00%Q4 2025
15
GTS SECURITIES LLC
CIK 0001452765· Market maker
$1M18K0.04%Q1 2026
16
HighTower Advisors, LLC
CIK 0001462245
$824,98214K0.00%Q1 2026
17
Mariner, LLC
CIK 0001373442
$558,35710K0.00%Q1 2026
18
MORGAN STANLEY
CIK 0000895421
$205,4074K0.00%Q1 2026
19
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025