# RBB FD INC (TBIL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TBIL/

- Reporting holders: 14
- Reported value: $30.6M
- 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 |
|---|---|---|---|---|
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $7.0M | 141,102 | 0.5% | 13 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $6.6M | 131,980 | 0.1% | 3 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $5.7M | 113,913 | 0.2% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.0M | 100,829 | 0.0% | 14 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $2.1M | 42,400 | 0.3% | 15 |
| [Longview Financial Advisors, Inc.](https://holderbook.com/funds/1786915-longview-financial-advisors-inc/) | $948.8K | 19,032 | 0.5% | 12 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $727.8K | 14,600 | 0.6% | 4 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $717.5K | 14,385 | 0.3% | 6 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $403.8K | 8,101 | 0.3% | 4 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $383.6K | 7,689 | 0.1% | 7 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $373.0K | 7,482 | 0.3% | 4 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $272.2K | 5,460 | 0.1% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $269.3K | 5,402 | 0.0% | 13 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $23.9K | 480 | 0.0% | 10 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $474 | 9,504 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 14 | $30.6M |
| Q2 2026 | 318 | $4.4B |
| Q1 2026 | 319 | $3.4B |
| Q4 2025 | 306 | $2.8B |
| Q3 2025 | 287 | $2.6B |
| Q2 2025 | 276 | $2.6B |
| Q1 2025 | 269 | $2.5B |
| Q4 2024 | 248 | $2.1B |
| Q3 2024 | 219 | $1.7B |
| Q2 2024 | 195 | $1.5B |
| Q1 2024 | 178 | $1.5B |
| Q4 2023 | 152 | $1.2B |