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

RBB FD INC

RBIL
Institutions
36
Combined AUM (Q2 2026)
$91.3M
Combined Shares (Q2 2026)
1.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+901,052
28 · 15 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-29,461
6 · 1 Exit · ≈
⚖️ Net
+871,591
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$91.3M
Institutions
36
New Buys
15
Adds
13
Reduces
5
Exits
1
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Rock Creek Group LLC
4.55%3.17%#1$45.2M906,956$31.3M624,707+282,249+45.18%Add
F/m Investments LLC
0.4%0.21%#5$7.8M156,208$3.2M63,646+92,562+145.43%Add
Emerald Investment Advisers, LLC
0.28%0.25%#6$4.2M83,696$2.8M55,943+27,753+49.61%Add
GOLDMAN SACHS GROUP INC
<0.01%#31$3.8M75,826$00+75,826New Buy
Legacy CG, LLC
0.93%#3$3.6M72,942$00+72,942New Buy
BlackDiamond Wealth Management, LLC
1.25%0.84%#2$3.1M62,566$1.8M34,963+27,603+78.95%Add
RAYMOND JAMES FINANCIAL INC
<0.01%#26$3.1M61,213$00+61,213New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#32$2.4M47,865$547,82510,939+36,926+337.56%Add
LPL Financial LLC
<0.01%<0.01%#28$2.4M47,711$609,33612,167+35,544+292.13%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#29$1.8M36,285$2.4M48,803-12,518-25.65%Reduce
Lido Advisors, LLC
<0.01%<0.01%#21$1.6M32,733$539,64610,775+21,958+203.79%Add
3EDGE Asset Management, LP
0.06%#12$1.5M29,153$00+29,153New Buy
Heck Capital Advisors, LLC
0.09%0.05%#10$1.4M29,043$732,87114,634+14,409+98.46%Add
Integrated Wealth Concepts LLC
0.01%<0.01%#20$1.1M22,304$375,6007,500+14,804+197.39%Add
Fermata Advisors, LLC
0.22%#7$1.1M22,129$00+22,129New Buy
Crew Capital Management, Ltd
0.42%0.52%#4$764,39515,322$783,70215,649-327-2.09%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%#24$732,33714,679$00+14,679New Buy
Private Advisor Group, LLC
<0.01%#22$663,54813,300$00+13,300New Buy
HORAN Wealth, LLC
0.05%#13$589,65811,819$00+11,819New Buy
NewEdge Advisors, LLC
<0.01%<0.01%#25$557,92711,183$141,5842,827+8,356+295.58%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#23$550,48611,034$865,93317,291-6,257-36.19%Reduce
Fortune Financial Advisors, LLC
0.22%#8$511,12410,245$00+10,245New Buy
Formidable Asset Management, LLC
0.08%0.04%#11$476,3619,512$253,2925,100+4,412+86.51%Add
MML INVESTORS SERVICES, LLC
<0.01%#27$382,6947,671$00+7,671New Buy
Snowden Capital Advisors LLC
0.01%0.01%#18$366,6427,349$327,1236,532+817+12.51%Add
BYRNE FINANCIAL FREEDOM, LLC
0.14%#9$359,2087,200$00+7,200New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#33$342,0966,857$729,96614,576-7,719-52.96%Reduce
Royal Fund Management, LLC
0.02%#17$214,7694,304$00+4,304New Buy
Spinnaker Investment Group, LLC
0.03%0.04%#14$209,6334,202$208,2014,157+45+1.08%Add
Central Pacific Bank - Trust Division
0.02%0.03%#15$207,5434,160$208,3334,16000.00%Unchanged
Founders Financial Alliance, LLC
0.02%#16$149,8203,003$00+3,003New Buy
HARBOR INVESTMENT ADVISORY, LLC
0.01%0.01%#19$99,4311,993$99,8091,99300.00%Unchanged
UBS Group AG
<0.01%<0.01%#35$4,989100$12,019240-140-58.33%Reduce
Continuum Advisory, LLC
<0.01%#30$4,64093$00+93New Buy
FMR LLC
<0.01%#36$1,84637$00+37New Buy
AE Wealth Management LLC
<0.01%<0.01%#34$94819$9521900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow