13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
UTWO

RBB FD INC

77 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 74933W486·77 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.1%
vs prior quarter
13F value held
$179M
74.0% inst. owned
of float
Holders
77
-48 QoQ
filers reporting
Activity
+18 / −79
+771 added · −671 reduced
this quarter
Concentration
34.82%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

77 institutions reported UTWO in Q1 2026. MORGAN STANLEY leads at 34.8% of the visible book. -48 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$62M1.3M0.00%Q1 202602
LPL Financial LLC
CIK 0001403438
$35M715K0.01%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M218K0.00%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M192K0.00%Q1 202605
49 WEALTH MANAGEMENT, LLC
CIK 0002022291
$9M185K0.67%Q1 202606
MML INVESTORS SERVICES, LLC
CIK 0000701059
$8M174K0.02%Q1 202607
UBS Group AG
CIK 0001610520
$7M149K0.00%Q1 202608
Federation des caisses Desjardins du Quebec
CIK 0002022297
$6M131K0.02%Q1 202609
Luminist Capital LLC
CIK 0001807270
$5M106K6.83%Q1 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$5M95K0.00%Q1 202611
NewEdge Advisors, LLC
CIK 0001633516
$3M65K0.01%Q1 202612
Marshall & Sterling Wealth Advisors Inc.
CIK 0002056315
$3M59K1.87%Q1 202613
Insight Wealth Partners, LLC
CIK 0001627003
$3M59K0.40%Q1 202614
EP Wealth Advisors, LLC
CIK 0001540569
$3M58K0.01%Q1 202615
Stratos Wealth Partners, LTD.
CIK 0001612865
$2M48K0.03%Q1 202616
Wealthcare Advisory Partners LLC
CIK 0001683059
$2M38K0.04%Q1 202617
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$2M36K0.07%Q1 202618
4WEALTH ADVISORS, INC.
CIK 0002056676
$1M31K1.26%Q1 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M31K0.00%Q1 202620
KPP Advisory Services LLC
CIK 0001989349
$1M29K0.20%Q1 2026
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