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

RBB FD INC

UTHY
Institutions
14
Combined AUM (Q2 2026)
$10.0M
Combined Shares (Q2 2026)
245,671
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+176,056
11 institutions added · 9 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-104,091
9 institutions reduced · 7 exits
Est. sell amount
⚖️ Net Share Change
+71,965
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$10.0M
Institutions
14
New Buys
9
Adds
2
Reduces
2
Exits
7
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Janney Montgomery Scott LLC
0.01%#6$2.6M64,910$00+64,910New Buy
HB Wealth Management, LLC
0.01%#4$1.3M32,000$00+32,000New Buy
Burns Matteson Capital Management, LLC
0.4%#1$1.3M31,343$00+31,343New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#10$1.1M27,610$1.1M26,949+661+2.45%Add
Cetera Investment Advisers
<0.01%<0.01%#8$1.0M24,646$862,35621,093+3,553+16.84%Add
BENJAMIN EDWARDS INC
0.01%#5$712,51717,516$00+17,516New Buy
Valtinson Bruner Financial Planning LLC
0.12%0.15%#2$468,78211,524$541,69913,250-1,726-13.03%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#11$408,75310,048$532,22113,018-2,970-22.81%Reduce
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#9$399,02810,000$00+10,000New Buy
CHOREO, LLC
<0.01%#7$351,9628,675$00+8,675New Buy
LVW Advisors, LLC
0.03%#3$298,2667,332$00+7,332New Buy
Steward Partners Investment Advisory, LLC
<0.01%#12$2,60464$00+64New Buy
SIMPLEX TRADING, LLC
<0.01%#13$812$00+2New Buy
MORGAN STANLEY
<0.01%<0.01%#14$411$42100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow