13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
TBIL

RBB FD INC

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

CUSIP 74933W452·Exchange Traded Fund·339 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$2.3B
visible holders
Holders
339
filers reporting
Concentration
24.47%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

339 institutions reported TBIL in Q1 2026. MORGAN STANLEY leads at 24.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$552M11.1M0.03%Q1 202602
LPL Financial LLC
CIK 0001403438
$540M10.8M0.14%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$178M3.6M0.06%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$156M3.1M0.03%Q1 202605
STIFEL FINANCIAL CORP
CIK 0000720672
$119M2.4M0.11%Q1 202606
HighTower Advisors, LLC
CIK 0001462245
$89M1.8M0.09%Q1 202607
Obermeyer Wealth Partners
CIK 0001349654
$70M1.4M3.21%Q1 202608
Independent Advisor Alliance
CIK 0001696899
$60M1.2M0.65%Q1 202609
BENJAMIN EDWARDS INC
CIK 0001451623
$53M1.1M0.48%Q2 202610
Private Advisor Group, LLC
CIK 0001567755
$52M1.0M0.24%Q1 202611
F/m Investments LLC
CIK 0001834499
$45M911K3.02%Q1 202612
Stratos Wealth Partners, LTD.
CIK 0001612865
$45M898K0.51%Q1 202613
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$42M833K0.07%Q2 202614
JOURNEY STRATEGIC WEALTH LLC
CIK 0001909316
$42M833K1.03%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$39M786K0.05%Q1 202616
Equitable Holdings, Inc.
CIK 0001333986
$39M778K0.25%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$38M762K0.01%Q1 202618
UBS Group AG
CIK 0001610520
$34M689K0.01%Q1 202619
Integrated Wealth Concepts LLC
CIK 0001737109
$31M619K0.25%Q1 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$31M619K0.09%Q1 2026
Page 1 of 17
319 more holders available. Log in →