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

RBB FD INC

81 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 74933W486·81 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$234M
visible holders
Holders
81
filers reporting
Concentration
32.25%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

81 institutions reported UTWO in Q2 2026. MORGAN STANLEY leads at 32.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$75M1.6M0.00%Q2 202602
Hapanowicz & Associates Financial Services, Inc
CIK 0001695959
$36M740K11.04%Q2 202603
LPL Financial LLC
CIK 0001403438
$33M692K0.01%Q2 202604
Tidal Investments LLC
CIK 0001600064
$14M285K0.02%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M264K0.00%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M216K0.00%Q2 202607
MML INVESTORS SERVICES, LLC
CIK 0000701059
$10M214K0.02%Q2 202608
Federation des caisses Desjardins du Quebec
CIK 0002022297
$6M125K0.02%Q2 202609
Luminist Capital LLC
CIK 0001807270
$6M117K6.29%Q2 202610
UBS Group AG
CIK 0001610520
$4M91K0.00%Q2 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$4M87K0.00%Q2 202612
Insight Wealth Partners, LLC
CIK 0001627003
$4M73K0.47%Q2 202613
Janney Montgomery Scott LLC
CIK 0001329948
$3M65K0.01%Q1 202614
Marshall & Sterling Wealth Advisors Inc.
CIK 0002056315
$3M60K1.70%Q2 202615
NewEdge Advisors, LLC
CIK 0001633516
$3M56K0.01%Q2 202616
EP Wealth Advisors, LLC
CIK 0001540569
$3M54K0.01%Q2 202617
Wealthcare Advisory Partners LLC
CIK 0001683059
$2M44K0.04%Q2 202618
Stratos Wealth Partners, LTD.
CIK 0001612865
$2M43K0.02%Q2 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M43K0.00%Q2 202620
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$2M37K0.06%Q2 2026
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