DOSSIER · 13F Holders · Q2 2026
EBI

RBB FUND TRUST

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

CUSIP 75526L852·18 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$631M
visible holders
Holders
18
filers reporting
Concentration
64.63%
Hill Investment Group Partners, LLC #1
top holder share
AI Holders Summary · Q2 2026

18 institutions reported EBI in Q2 2026. Hill Investment Group Partners, LLC leads at 64.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Hill Investment Group Partners, LLC
CIK 0001979028
$408M6.3M41.58%Q2 2026
02
HILL ISLAND FINANCIAL LLC
CIK 0001909798
$72M1.1M15.37%Q2 2026
03
BetterWealth, LLC
CIK 0001911702
$38M583K6.69%Q2 2026
04
TCI Wealth Advisors, Inc.
CIK 0001583751
$22M337K0.95%Q2 2026
05
AIRE ADVISORS, LLC
CIK 0001908177
$22M333K3.52%Q2 2026
06
New Capital Management LP
CIK 0001696731
$14M213K3.16%Q2 2026
07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$12M188K0.18%Q2 2026
08
Trellis Wealth Advisors LLC
CIK 0001989031
$11M167K3.73%Q2 2026
09
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$8M127K0.06%Q2 2026
10
Chicago Partners Investment Group LLC
CIK 0001563525
$7M111K0.15%Q2 2026
11
Quantinno Capital Management LP
CIK 0001759654
$7M110K0.01%Q2 2026
12
MOSAIC FAMILY WEALTH PARTNERS, LLC
CIK 0001965241
$4M69K0.30%Q2 2026
13
GTS SECURITIES LLC
CIK 0001452765· Market maker
$2M27K0.04%Q2 2026
14
STIFEL FINANCIAL CORP
CIK 0000720672
$2M23K0.00%Q2 2026
15
HighTower Advisors, LLC
CIK 0001462245
$912K14K0.00%Q2 2026
16
MORGAN STANLEY
CIK 0000895421
$909K14K0.00%Q2 2026
17
Mariner, LLC
CIK 0001373442
$627K10K0.00%Q2 2026
18
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at RBB FUND TRUST
Desantis JosephGunn GilmanShima Richard J