RBB FD INC (CPHY)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
5
Reporting holders
$515.7K
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ATX Financial Planning, LLC | $399.2K | 7,736 | 0.26% | 2q | -9.6%-$42.4K |
| DHJJ Financial Advisors, Ltd. | $43.8K | 848 | 0.01% | 3q | HELD |
| ROYAL BANK OF CANADA | $40.0K | 780 | 0.00% | 3q | HELD |
| UBS Group AG | $27.6K | 534 | 0.00% | 2q | +968.0%+$25.0K |
| Essential Partners LLC | $5.2K | 100 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $515.7K | 9,998 | 0 | 1 | 1 | 0.0% |
| Q1 2026 | 6 | $944.8K | 18,689 | 2 | 0 | 1 | 0.0% |
| Q4 2025 | 4 | $560.4K | 10,933 | 2 | 0 | 1 | 0.0% |
| Q3 2025 | 4 | $1.8M | 35,636 | 4 | 0 | 0 | 0.0% |