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

RBB FD INC

103 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 74933W460·103 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$325M
visible holders
Holders
103
filers reporting
Concentration
35.04%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

103 institutions reported XBIL in Q2 2026. LPL Financial LLC leads at 35.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$114M2.3M0.03%Q2 202602
UBS Group AG
CIK 0001610520
$27M530K0.00%Q2 202603
STIFEL FINANCIAL CORP
CIK 0000720672
$21M411K0.02%Q2 202604
Good Life Advisors, LLC
CIK 0001696260
$18M366K1.15%Q2 202505
MORGAN STANLEY
CIK 0000895421
$15M309K0.00%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M287K0.00%Q2 202607
Moors & Cabot, Inc.
CIK 0001607239
$13M256K0.50%Q2 202608
MML INVESTORS SERVICES, LLC
CIK 0000701059
$12M239K0.02%Q2 202609
Integrated Wealth Concepts LLC
CIK 0001737109
$12M235K0.06%Q2 202610
IHT Wealth Management, LLC
CIK 0001697490
$12M233K0.25%Q2 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$10M204K0.01%Q2 202612
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$8M167K0.01%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$8M167K0.01%Q2 202614
Alpine Bank Wealth Management
CIK 0001974910
$7M148K0.95%Q2 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$7M143K0.00%Q2 202616
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
CIK 0001018561
$7M138K0.92%Q2 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M116K0.01%Q2 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M104K0.00%Q2 202619
Spinnaker Investment Group, LLC
CIK 0001911067
$4M87K0.70%Q2 202620
BENJAMIN EDWARDS INC
CIK 0001451623
$4M78K0.04%Q2 2026
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