13FBOX
RBB FD INC · 13F Institutional Holdings
Options Calculator Rankings
R

RBB FD INC

UTEN
Institutions
54
Combined AUM (Q2 2026)
$199.7M
Combined Shares (Q2 2026)
4.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+393,538
30 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-271,760
24 · 9 Exit · ≈
⚖️ Net
+121,778
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$199.7M
Institutions
54
New Buys
12
Adds
18
Reduces
15
Exits
9
Unchanged
9
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Equitable Holdings, Inc.
0.23%0.24%#6$37.8M875,442$37.2M845,161+30,281+3.58%Add
ALTFEST L J & CO INC
3.48%3.83%#2$35.9M831,674$35.8M821,155+10,519+1.28%Add
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
3.73%4.15%#1$25.8M598,332$25.9M594,825+3,507+0.59%Add
MORGAN STANLEY
<0.01%<0.01%#36$20.2M468,060$14.8M335,072+132,988+39.69%Add
WEALTHCARE CAPITAL MANAGEMENT LLC
1.54%1.74%#3$16.2M375,016$17.4M398,188-23,172-5.82%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#31$13.1M302,909$10.4M238,871+64,038+26.81%Add
LPL Financial LLC
<0.01%<0.01%#34$8.3M192,642$9.6M220,009-27,367-12.44%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#41$6.4M149,164$6.1M139,653+9,511+6.81%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#26$4.7M109,688$4.7M107,339+2,349+2.19%Add
Apollon Wealth Management, LLC
0.03%0.04%#13$2.7M62,260$2.7M62,26000.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#47$2.5M57,942$1.6M36,018+21,924+60.87%Add
UBS Group AG
<0.01%<0.01%#44$2.1M48,672$2.2M50,115-1,443-2.88%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#35$1.9M44,366$2.2M50,443-6,077-12.05%Reduce
Crew Capital Management, Ltd
0.99%0.95%#4$1.8M41,831$1.4M32,813+9,018+27.48%Add
FLOW TRADERS U.S. LLC
0.07%#11$1.8M41,810$00+41,810New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#42$1.8M41,281$1.8M40,916+365+0.89%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#32$1.7M38,614$1.5M34,268+4,346+12.68%Add
NewEdge Advisors, LLC
<0.01%0.01%#28$1.6M36,720$1.5M34,925+1,795+5.14%Add
Wealthcare Advisory Partners LLC
0.02%0.05%#18$1.1M25,346$2.8M63,898-38,552-60.33%Reduce
Foguth Wealth Management, LLC.
0.12%0.36%#10$1.1M24,840$3.1M71,729-46,889-65.37%Reduce
Tower Research Capital LLC (TRC)
0.02%#17$896,85720,761$00+20,761New Buy
NICOLET BANKSHARES INC
0.03%0.03%#14$866,92020,068$915,17620,990-922-4.39%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#37$862,27119,960$1.3M30,013-10,053-33.50%Reduce
Sanctuary Advisors, LLC
<0.01%<0.01%#30$802,33718,573$809,79418,57300.00%Unchanged
Stewardship Advisors, LLC
0.15%0.15%#7$740,21717,135$667,22015,303+1,832+11.97%Add
Empirical Asset Management, LLC
0.15%0.19%#8$682,18915,792$703,57216,137-345-2.14%Reduce
STAPP WEALTH MANAGEMENT, PLLC
0.84%0.83%#5$640,42714,825$646,37914,82500.00%Unchanged
J.W. COLE ADVISORS, INC.
0.01%0.02%#22$623,84414,441$623,39414,298+143+1.00%Add
Global View Capital Management LLC
0.13%0.17%#9$618,26614,312$648,99514,885-573-3.85%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#48$603,83713,978$3.1M70,919-56,941-80.29%Reduce
F/m Investments LLC
0.03%0.03%#15$517,52511,980$506,63911,620+360+3.10%Add
DAYMARK WEALTH PARTNERS, LLC
0.01%#21$454,62710,524$00+10,524New Buy
Kovack Advisors, Inc.
0.02%#19$369,3538,550$00+8,550New Buy
Savvy Advisors, Inc.
0.01%#25$282,5976,542$00+6,542New Buy
LVW Advisors, LLC
0.02%0.02%#16$274,1426,346$239,6295,496+850+15.47%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#40$250,5555,800$256,0005,868-68-1.16%Reduce
Valtinson Bruner Financial Planning LLC
0.06%0.06%#12$229,1655,305$230,2565,281+24+0.45%Add
HighPoint Advisor Group LLC
0.01%0.01%#24$227,2705,261$231,7725,26100.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#43$223,6425,177$225,7205,17700.00%Unchanged
Laird Norton Wetherby Trust Company, LLC
<0.01%0.01%#29$213,9654,953$276,9076,351-1,398-22.01%Reduce
Royal Fund Management, LLC
0.02%#20$201,6284,667$00+4,667New Buy
EverSource Wealth Advisors, LLC
<0.01%<0.01%#27$145,9273,378$106,9092,452+926+37.77%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%#50$100,2202,300$00+2,300New Buy
CX Institutional
<0.01%#33$64,7991,500$00+1,500New Buy
Integrated Wealth Concepts LLC
<0.01%#45$42,638987$00+987New Buy
Bank of New Hampshire
0.01%#23$38,879900$00+900New Buy
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#46$29,375680$29,64868000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#51$25,920600$47,9601,100-500-45.45%Reduce
Spire Wealth Management
<0.01%<0.01%#39$23,630547$23,85054700.00%Unchanged
SOA Wealth Advisors, LLC.
<0.01%#38$9,331216$00+216New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow