13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
UTEN

RBB FD INC

54 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 74933W536·54 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.9%
vs prior quarter
13F value held
$193M
66.0% inst. owned
of float
Holders
54
-28 QoQ
filers reporting
Activity
+14 / −57
+792 added · −834 reduced
this quarter
Concentration
19.33%
Equitable Holdings, Inc. #1
top holder share
AI Holders Summary · Q1 2026

54 institutions reported UTEN in Q1 2026. Equitable Holdings, Inc. leads at 19.3% of the visible book. -28 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Equitable Holdings, Inc.
CIK 0001333986
$37M845K0.24%Q1 202602
ALTFEST L J & CO INC
CIK 0000712050
$36M821K3.83%Q1 202603
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
CIK 0000771118
$26M595K4.15%Q1 202604
MORGAN STANLEY
CIK 0000895421
$23M538K0.00%Q1 202605
WEALTHCARE CAPITAL MANAGEMENT LLC
CIK 0001516450
$17M398K1.74%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M239K0.00%Q1 202607
LPL Financial LLC
CIK 0001403438
$10M220K0.00%Q1 202608
GOLDMAN SACHS GROUP INC
CIK 0000886982
$6M140K0.00%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M107K0.01%Q1 202610
Foguth Wealth Management, LLC.
CIK 0002016322
$3M72K0.36%Q1 202611
Wealthcare Advisory Partners LLC
CIK 0001683059
$3M64K0.05%Q1 202612
Apollon Wealth Management, LLC
CIK 0001764387
$3M62K0.04%Q1 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$2M50K0.00%Q1 202614
UBS Group AG
CIK 0001610520
$2M50K0.00%Q1 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M41K0.00%Q1 202616
JPMORGAN CHASE & CO
CIK 0000019617
$2M36K0.00%Q1 202617
NewEdge Advisors, LLC
CIK 0001633516
$2M35K0.01%Q1 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M34K0.00%Q1 202619
Crew Capital Management, Ltd
CIK 0001835669
$1M33K0.95%Q1 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$1M30K0.00%Q1 2026
Page 1 of 3
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