Who Owns RBB FUND TRUST (FEOE)? -- Institutional Holders (2026-06-30)

163 institutions reported holding $1.20B of RBB FUND TRUST (FEOE) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($91.4M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($86.9M), RAYMOND JAMES FINANCIAL INC ($76.6M), Royal Bank of Canada ($73.9M), BANK OF AMERICA CORP /DE/ ($70.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$91.4M1.7MAdded
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$86.9M1.6MAdded
3RAYMOND JAMES FINANCIAL INC$76.6M1.4MAdded
4Royal Bank of Canada$73.9M1.4MAdded
5BANK OF AMERICA CORP /DE/$70.2M1.3MAdded
6STIFEL FINANCIAL CORP$59.6M1.1MAdded
7MORGAN STANLEY$45.1M843,708Added
8UBS Group AG$38.9M728,080Added
9NewEdge Advisors, LLC$34.8M650,933Added
10GREAT VALLEY ADVISOR GROUP, INC.$30.9M579,013Added
11ENVESTNET ASSET MANAGEMENT INC$30.4M570,213Added
12COMMONWEALTH EQUITY SERVICES, LLC$26.7M499,920Added
13Janney Montgomery Scott LLC$25.6M480,050Added
14Cetera Investment Advisers$23.9M447,259Added
15Acumen Wealth Advisors, LLC$23.6M442,679Added
16NKCFO LLC$23.5M439,350Added
17&PARTNERS$20.4M381,290Added
18RIA Advisory Group LLC$19.0M355,922Added
19JONES FINANCIAL COMPANIES LLLP$16.7M313,873Added
20Berger Financial Group, Inc$15.2M283,724Trimmed
21HighTower Advisors, LLC$14.5M271,927Added
22Continuum Advisory, LLC$12.7M238,288Added
23Circle Wealth Management, LLC$12.5M233,594Added
24Dakota Wealth Management$11.9M223,314Added
25Geneos Wealth Management Inc.$10.1M189,906Added

Source: SEC Form 13F filings · as of 2026-06-30