# RBB FD INC (OBIL)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/OBIL/

- Reporting holders: 66
- Reported value: $195.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $58.7M | 1,174,164 | 0.0% | 14 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $17.8M | 356,852 | 0.0% | 12 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $17.0M | 339,666 | 0.0% | 13 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $13.4M | 267,580 | 0.0% | 10 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $11.9M | 237,223 | 0.0% | 13 |
| [Equitable Holdings, Inc.](https://holderbook.com/funds/1333986-equitable-holdings-inc/) | $8.9M | 177,803 | 0.1% | 13 |
| [NATIONS FINANCIAL GROUP INC, /IA/ /ADV](https://holderbook.com/funds/1109767-nations-financial-group-inc-ia-adv/) | $8.7M | 174,973 | 0.4% | 8 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $6.1M | 122,426 | 0.0% | 7 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $5.1M | 101,189 | 0.0% | 11 |
| [Sunrise Financial Services, LLC](https://holderbook.com/funds/2110891-sunrise-financial-services-llc/) | $4.1M | 81,444 | 2.4% | 2 |
| [Alpine Bank Wealth Management](https://holderbook.com/funds/1974910-alpine-bank-wealth-management/) | $3.8M | 75,929 | 0.5% | 7 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $2.3M | 46,523 | 0.0% | 6 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $2.2M | 43,346 | 0.0% | 11 |
| [Wealthcare Advisory Partners LLC](https://holderbook.com/funds/1683059-wealthcare-advisory-partners-llc/) | $2.0M | 40,336 | 0.0% | 8 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $2.0M | 39,974 | 0.0% | 3 |
| [Heck Capital Advisors, LLC](https://holderbook.com/funds/2046227-heck-capital-advisors-llc/) | $2.0M | 39,273 | 0.1% | 7 |
| [Formidable Asset Management, LLC](https://holderbook.com/funds/1592613-formidable-asset-management-llc/) | $1.9M | 38,658 | 0.3% | 14 |
| [Rockefeller Capital Management L.P.](https://holderbook.com/funds/1739439-rockefeller-capital-management-l-p/) | $1.8M | 36,665 | 0.0% | 3 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $1.5M | 29,837 | 0.0% | 1 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $1.5M | 29,652 | 0.0% | 8 |
| [Marshall & Sterling Wealth Advisors Inc.](https://holderbook.com/funds/2056315-marshall-sterling-wealth-advisors-inc/) | $1.4M | 27,152 | 0.8% | 7 |
| [49 WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2022291-49-wealth-management-llc/) | $1.3M | 25,258 | 0.1% | 9 |
| [Lido Advisors, LLC](https://holderbook.com/funds/1650150-lido-advisors-llc/) | $1.2M | 24,959 | 0.0% | 14 |
| [KPP Advisory Services LLC](https://holderbook.com/funds/1989349-kpp-advisory-services-llc/) | $1.1M | 21,273 | 0.1% | 2 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $1.0M | 20,899 | 0.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 66 | $195.6M |
| Q1 2026 | 64 | $205.6M |
| Q4 2025 | 65 | $192.2M |
| Q3 2025 | 63 | $189.6M |
| Q2 2025 | 58 | $174.9M |
| Q1 2025 | 60 | $195.2M |
| Q4 2024 | 54 | $183.5M |
| Q3 2024 | 53 | $158.8M |
| Q2 2024 | 49 | $129.0M |
| Q1 2024 | 43 | $125.8M |
| Q4 2023 | 37 | $134.9M |
| Q3 2023 | 26 | $67.1M |