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

RBB FD INC

71 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 74933W478·71 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$164M
visible holders
Holders
71
filers reporting
Concentration
35.76%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

71 institutions reported OBIL in Q2 2026. LPL Financial LLC leads at 35.8% 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
$59M1.2M0.01%Q2 202602
MML INVESTORS SERVICES, LLC
CIK 0000701059
$18M357K0.04%Q2 202603
MORGAN STANLEY
CIK 0000895421
$13M268K0.00%Q2 202604
STIFEL FINANCIAL CORP
CIK 0000720672
$12M237K0.01%Q2 202605
Equitable Holdings, Inc.
CIK 0001333986
$9M178K0.05%Q2 202606
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 0001109767
$9M175K0.42%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M170K0.00%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M122K0.00%Q2 202609
UBS Group AG
CIK 0001610520
$5M101K0.00%Q2 202610
Sunrise Financial Services, LLC
CIK 0002110891
$4M81K2.42%Q2 202611
Alpine Bank Wealth Management
CIK 0001974910
$4M76K0.49%Q2 202612
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M47K0.00%Q2 202613
Private Advisor Group, LLC
CIK 0001567755
$2M43K0.01%Q2 202614
Wealthcare Advisory Partners LLC
CIK 0001683059
$2M40K0.04%Q2 202615
TRUIST FINANCIAL CORP
CIK 0000092230
$2M40K0.00%Q2 202616
Heck Capital Advisors, LLC
CIK 0002046227
$2M39K0.12%Q2 202617
Formidable Asset Management, LLC
CIK 0001592613
$2M39K0.31%Q2 202618
Rockefeller Capital Management L.P.
CIK 0001739439
$2M37K0.00%Q2 202619
Tower Research Capital LLC (TRC)
CIK 0001533421
$1M30K0.04%Q2 202620
Cetera Investment Advisers
CIK 0001666741
$1M30K0.00%Q2 2026
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