TBIL — Rbb Fd Inc Institutional Holders · Q3 2026
Who owns Rbb Fd Inc (TBIL)? 17 institutions reported holding $31.03M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Heartland Consultants, Inc. ($7.0M), Apella Capital, LLC ($6.6M), Avidian Wealth Enterprises, LLC ($5.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | $7.0M | 141,102 | Trimmed |
| 2 | Apella Capital, LLC | $6.6M | 131,980 | Trimmed |
| 3 | Avidian Wealth Enterprises, LLC | $5.7M | 113,913 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $5.0M | 100,829 | Trimmed |
| 5 | Balefire, LLC | $2.1M | 42,400 | Trimmed |
| 6 | Longview Financial Advisors, Inc. | $948,755 | 19,032 | Trimmed |
| 7 | FELL CAPITAL MANAGEMENT /ADV | $727,810 | 14,600 | Trimmed |
| 8 | BOYUM WEALTH ARCHITECTS LLC | $717,450 | 14,385 | Trimmed |
| 9 | CX Institutional | $474,000 | 9,504 | Added |
| 10 | Cassilly Financial Group LLC | $403,811 | 8,101 | Trimmed |
| 11 | Castle Rock Wealth Management, LLC | $383,551 | 7,689 | Trimmed |
| 12 | Roxbury Financial LLC | $372,958 | 7,482 | Added |
| 13 | Castleview Partners, LLC | $272,181 | 5,460 | Trimmed |
| 14 | Venture Visionary Partners LLC | $269,290 | 5,402 | Hold |
| 15 | CoreCap Advisors, LLC | $23,928 | 480 | Trimmed |
| 16 | TrueWealth Advisors, LLC | $0 | 0 | Exited |
| 17 | GoalVest Advisory LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30