13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
FEGE

RBB FUND TRUST

178 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 75526L886·178 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.6%
vs prior quarter
13F value held
$767M
50.0% inst. owned
of float
Holders
178
-130 QoQ
filers reporting
Activity
+76 / −113
+923 added · −875 reduced
this quarter
Concentration
12.91%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

178 institutions reported FEGE in Q1 2026. LPL Financial LLC leads at 12.9% of the visible book. -130 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$99M2.1M0.03%Q1 202602
ROYAL BANK OF CANADA
CIK 0001000275
$82M1.7M0.01%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$80M1.7M0.02%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$79M1.7M0.01%Q1 202605
Advance Capital Management, Inc.
CIK 0001536029
$68M1.5M2.59%Q1 202606
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$55M1.2M0.11%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$46M974K0.07%Q1 202608
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$43M918K0.70%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$26M563K0.04%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$24M507K0.01%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$23M482K0.02%Q1 202612
D.A. DAVIDSON & CO.
CIK 0001080107
$20M427K0.12%Q1 202613
JPMORGAN CHASE & CO
CIK 0000019617
$19M417K0.00%Q1 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$18M382K0.01%Q1 202615
&PARTNERS
CIK 0000107136
$17M372K0.09%Q1 202616
Visionary Wealth Advisors
CIK 0001802984
$15M310K0.64%Q1 202617
KWB Wealth
CIK 0001822236
$14M299K1.36%Q1 202618
Legacy CG, LLC
CIK 0001904825
$13M286K3.74%Q1 202619
LifeGoal Investments, LLC
CIK 0002054684
$13M284K7.69%Q1 202620
EQUITABLE TRUST CO
CIK 0000033250
$13M266K0.58%Q1 2026
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