20 institutions reported holding $21.7M of RBB FD INC (CPAG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Everest Management Corp. ($6.7M), Stegent Equity Advisors, Inc. ($5.1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($3.0M), &PARTNERS ($2.7M), Caliber Wealth Management, LLC / KS ($797,703). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Everest Management Corp. | $6.7M | 65,135 | Added |
| 2 | Stegent Equity Advisors, Inc. | $5.1M | 50,013 | New |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.0M | 29,007 | Added |
| 4 | &PARTNERS | $2.7M | 25,252 | Added |
| 5 | Caliber Wealth Management, LLC / KS | $797,703 | 7,772 | Hold |
| 6 | Golden Bell Financial Planning LLC | $766,912 | 7,472 | Hold |
| 7 | Southeast Asset Advisors, LLC | $513,191 | 5,000 | Added |
| 8 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $438,059 | 4,268 | New |
| 9 | Signet Private Wealth LLC | $409,115 | 3,986 | Added |
| 10 | Family Office Research LLC | $383,456 | 3,736 | Added |
| 11 | ATX Financial Planning, LLC | $276,918 | 2,698 | Trimmed |
| 12 | Crew Capital Management, Ltd | $253,003 | 2,465 | New |
| 13 | Farther Finance Advisors, LLC | $117,726 | 1,147 | New |
| 14 | Royal Bank of Canada | $101,000 | 985 | Added |
| 15 | EVOLUTION WEALTH MANAGEMENT INC. | $71,436 | 696 | New |
| 16 | NewEdge Advisors, LLC | $65,278 | 636 | New |
| 17 | DHJJ Financial Advisors, Ltd. | $56,965 | 555 | Trimmed |
| 18 | Essential Partners LLC | $5,132 | 50 | Hold |
| 19 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 20 | Black Swift Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30