13F Insight
DOSSIER · 13F Holders · Q1 2026
FEGE

RBB FUND TRUST

185 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 75526L886·185 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$810M
visible holders
Holders
185
filers reporting
Concentration
12.22%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

185 institutions reported FEGE in Q1 2026. LPL Financial LLC leads at 12.2% of the visible book.

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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$70M1.4M0.12%Q2 202606
Advance Capital Management, Inc.
CIK 0001536029
$68M1.5M2.59%Q1 202607
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$52M1.1M0.82%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$46M974K0.07%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
Janney Montgomery Scott LLC
CIK 0001329948
$22M463K0.05%Q1 202613
D.A. DAVIDSON & CO.
CIK 0001080107
$20M427K0.12%Q1 202614
JPMORGAN CHASE & CO
CIK 0000019617
$19M417K0.00%Q1 202615
KWB Wealth
CIK 0001822236
$19M386K1.61%Q2 202616
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$18M382K0.01%Q1 202617
&PARTNERS
CIK 0000107136
$17M372K0.09%Q1 202618
LifeGoal Investments, LLC
CIK 0002054684
$17M338K7.58%Q2 202619
Legacy CG, LLC
CIK 0001904825
$15M308K3.85%Q2 202620
Visionary Wealth Advisors
CIK 0001802984
$15M310K0.64%Q1 2026
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