RBB FD INC (SPIT)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
6
Reporting holders
$6.5M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| Hutchens & Kramer Investment Management Group, LLC | $4.8M | 137,263 | 1.28% | 2q | +3.3%+$153.1K |
| BEAM WEALTH ADVISORS, INC. | $1.3M | 39,840 | 0.15% | 2q | +162.6%+$782.8K |
| Aspire Capital Advisors LLC | $372.0K | 10,654 | 0.07% | 3q | -78.0%-$1.3M |
| Integrated Wealth Concepts LLC | $46.8K | 1,341 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $7.0K | 200 | 0.00% | new | NEW |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $5.3K | 152,389 | 0.61% | 3q | -0.5% |
| Institute for Wealth Management, LLC. | $3.5K | 100 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $640 | 18,338 | 0.00% | 3q | +110.1% |
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 | 6 | $6.5M | 189,398 | 3 | 2 | 1 | 0.0% |
| Q1 2026 | 3 | $5.2M | 196,381 | 2 | 1 | 0 | 0.0% |
| Q4 2025 | 4 | $783.8K | 191,026 | 4 | 0 | 0 | 0.0% |