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

RBB FD INC

57 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 74933W536·57 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$188M
visible holders
Holders
57
filers reporting
Concentration
20.12%
Equitable Holdings, Inc. #1
top holder share
AI Holders Summary · Q2 2026

57 institutions reported UTEN in Q2 2026. Equitable Holdings, Inc. leads at 20.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Equitable Holdings, Inc.
CIK 0001333986
$38M875K0.23%Q2 202602
ALTFEST L J & CO INC
CIK 0000712050
$36M832K3.48%Q2 202603
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
CIK 0000771118
$26M598K3.73%Q2 202604
MORGAN STANLEY
CIK 0000895421
$20M468K0.00%Q2 202605
WEALTHCARE CAPITAL MANAGEMENT LLC
CIK 0001516450
$16M375K1.54%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M303K0.00%Q2 202607
LPL Financial LLC
CIK 0001403438
$8M193K0.00%Q2 202608
GOLDMAN SACHS GROUP INC
CIK 0000886982
$6M149K0.00%Q2 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M110K0.01%Q2 202610
Apollon Wealth Management, LLC
CIK 0001764387
$3M62K0.03%Q2 202611
JPMORGAN CHASE & CO
CIK 0000019617
$3M58K0.00%Q2 202612
UBS Group AG
CIK 0001610520
$2M49K0.00%Q2 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$2M44K0.00%Q2 202614
Crew Capital Management, Ltd
CIK 0001835669
$2M42K0.99%Q2 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M41K0.00%Q2 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M39K0.00%Q2 202617
NewEdge Advisors, LLC
CIK 0001633516
$2M37K0.00%Q2 202618
MidWestOne Financial Group, Inc.
CIK 0001412665
$1M25K0.12%Q4 202519
Wealthcare Advisory Partners LLC
CIK 0001683059
$1M25K0.02%Q2 202620
Foguth Wealth Management, LLC.
CIK 0002016322
$1M25K0.12%Q2 2026
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