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

RBB FD INC

13 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 74933W544·13 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$5M
visible holders
Holders
13
filers reporting
Concentration
27.40%
J.W. COLE ADVISORS, INC. #1
top holder share
AI Holders Summary · Q2 2026

13 institutions reported UTWY in Q2 2026. J.W. COLE ADVISORS, INC. leads at 27.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
J.W. COLE ADVISORS, INC.
CIK 0001404763
$1M30K0.02%Q2 202602
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$819K19K0.00%Q1 202603
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$587K14K0.00%Q2 202604
Advocacy Wealth Management, LLC
CIK 0001569452
$504K12K0.02%Q2 202605
Tower Research Capital LLC (TRC)
CIK 0001533421
$408K10K0.01%Q2 202606
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$269K6K0.07%Q2 202607
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$257K6K0.01%Q1 202608
CITADEL ADVISORS LLC
CIK 0001423053
$256K6K0.00%Q2 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$240K6K0.00%Q2 202610
Crews Bank & Trust
CIK 0002052279
$4K1000.00%Q2 202611
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$21450.00%Q2 202612
MORGAN STANLEY
CIK 0000895421
$4310.00%Q2 202613
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025