SEC 13F Intelligence

RBB FUND TRUST

CUSIP 75526L852

Rbb Fund Trust has 16 institutional holders in Filings Flow’s 13F database, together reporting 9.74M shares worth $564M as of Q1 2026. The largest reported holders are Hill Investment Group Partners, LLC, Hill Island Financial LLC, and Betterwealth, LLC.

Institutional Holders
16
Q1 2026
Reported Value
$564M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 19Q4 ’25Q1 ’26: 16Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $549MQ4 ’25Q1 ’26: $564MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Hill Investment Group Partners, LLC$906M AUM40.48%$367M6.34MQ1 2026
HILL ISLAND FINANCIAL LLC$412M AUM16.25%$67M1.16MQ1 2026
BetterWealth, LLC$510M AUM6.61%$34M582.6KQ1 2026
Trellis Wealth Advisors LLC$263M AUM3.69%$10M167.6KQ1 2026
AIRE ADVISORS, LLC$547M AUM3.53%$19M333.5KQ1 2026
New Capital Management LP$406M AUM3.04%$12M213.4KQ1 2026
TCI Wealth Advisors, Inc.$1.9B AUM1.03%$19M336.8KQ1 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM0.41%$4M69.4KQ1 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.19%$11M187.7KQ1 2026
Chicago Partners Investment Group LLC$4.5B AUM0.15%$7M111.3KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.04%$1M18.2KQ1 2026
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.03%$4M73.6KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.01%$6M110.1KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M23.2KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$824,98214.3KQ1 2026
Mariner, LLC$85.7B AUM0.00%$558,3579.7KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M23.0KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$513,3809.1KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$360,7086.6KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$310,2666.1KQ2 2025OLDER
UBS Group AG$666.3B AUM0.00%$12,618223Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.