17 institutions reported holding $630.7M of RBB FUND TRUST (EBI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hill Investment Group Partners, LLC ($407.7M), HILL ISLAND FINANCIAL LLC ($72.0M), BetterWealth, LLC ($37.8M), TCI Wealth Advisors, Inc. ($21.9M), AIRE ADVISORS, LLC ($21.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hill Investment Group Partners, LLC | $407.7M | 6.3M | Trimmed |
| 2 | HILL ISLAND FINANCIAL LLC | $72.0M | 1.1M | Trimmed |
| 3 | BetterWealth, LLC | $37.8M | 582,580 | Hold |
| 4 | TCI Wealth Advisors, Inc. | $21.9M | 336,794 | Hold |
| 5 | AIRE ADVISORS, LLC | $21.6M | 333,006 | Trimmed |
| 6 | New Capital Management LP | $13.9M | 213,409 | Hold |
| 7 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $12.2M | 187,741 | Hold |
| 8 | Trellis Wealth Advisors LLC | $10.9M | 167,405 | Trimmed |
| 9 | MONETA GROUP INVESTMENT ADVISORS LLC | $8.2M | 126,978 | Added |
| 10 | Chicago Partners Investment Group LLC | $7.3M | 111,311 | Hold |
| 11 | Quantinno Capital Management LP | $7.2M | 110,099 | Hold |
| 12 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $4.5M | 68,568 | Trimmed |
| 13 | GTS SECURITIES LLC | $1.7M | 26,551 | Added |
| 14 | STIFEL FINANCIAL CORP | $1.5M | 23,161 | Hold |
| 15 | HighTower Advisors, LLC | $911,778 | 14,038 | Trimmed |
| 16 | MORGAN STANLEY | $908,595 | 13,989 | Added |
| 17 | Mariner, LLC | $626,772 | 9,650 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30