RBB FUND TRUST (EBI)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
17
Reporting holders
$630.7M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Hill Investment Group Partners, LLC | $407.7M | 6,276,328 | 41.58% | 6q | -0.9%-$3.9M |
| HILL ISLAND FINANCIAL LLC | $72.0M | 1,108,928 | 15.37% | 6q | -4.1%-$3.0M |
| BetterWealth, LLC | $37.8M | 582,580 | 6.69% | 6q | HELD |
| TCI Wealth Advisors, Inc. | $21.9M | 336,794 | 0.95% | 6q | HELD |
| AIRE ADVISORS, LLC | $21.6M | 333,006 | 3.52% | 6q | HELD |
| New Capital Management LP | $13.9M | 213,409 | 3.16% | 6q | HELD |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $12.2M | 187,741 | 0.18% | 6q | HELD |
| Trellis Wealth Advisors LLC | $10.9M | 167,405 | 3.73% | 6q | HELD |
| MONETA GROUP INVESTMENT ADVISORS LLC | $8.2M | 126,978 | 0.06% | 6q | +72.6%+$3.5M |
| Chicago Partners Investment Group LLC | $7.3M | 111,311 | 0.15% | 6q | HELD |
| Quantinno Capital Management LP | $7.2M | 110,099 | 0.01% | 5q | HELD |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $4.5M | 68,568 | 0.30% | 5q | -1.2%-$54.0K |
| GTS SECURITIES LLC | $1.7M | 26,551 | 0.04% | 6q | +46.1%+$544.4K |
| STIFEL FINANCIAL CORP | $1.5M | 23,161 | 0.00% | 6q | HELD |
| HighTower Advisors, LLC | $911.8K | 14,038 | 0.00% | 4q | -1.5%-$14.3K |
| MORGAN STANLEY | $908.6K | 13,989 | 0.00% | 2q | +294.1%+$678.0K |
| Mariner, LLC | $626.8K | 9,650 | 0.00% | 5q | 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 | 17 | $630.7M | 9,710,536 | 0 | 3 | 4 | 0.0% |
| Q1 2026 | 17 | $564.4M | 9,746,505 | 1 | 2 | 3 | 0.0% |
| Q4 2025 | 19 | $548.8M | 9,694,365 | 2 | 2 | 7 | 0.0% |
| Q3 2025 | 18 | $526.2M | 9,591,877 | 2 | 1 | 3 | 0.0% |
| Q2 2025 | 17 | $486.2M | 9,551,792 | 4 | 2 | 4 | 0.0% |
| Q1 2025 | 13 | $431.7M | 9,125,354 | 13 | 0 | 0 | 0.0% |