Who Owns RBB FD INC (UTEN)? -- Institutional Holders (2026-06-30)
63 institutions reported holding $199.7M of RBB FD INC (UTEN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Equitable Holdings, Inc. ($37.8M), ALTFEST L J & CO INC ($35.9M), WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV ($25.8M), MORGAN STANLEY ($20.2M), WEALTHCARE CAPITAL MANAGEMENT LLC ($16.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Equitable Holdings, Inc. | $37.8M | 875,442 | Added |
| 2 | ALTFEST L J & CO INC | $35.9M | 831,674 | Added |
| 3 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $25.8M | 598,332 | Added |
| 4 | MORGAN STANLEY | $20.2M | 468,060 | Trimmed |
| 5 | WEALTHCARE CAPITAL MANAGEMENT LLC | $16.2M | 375,016 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $13.1M | 302,909 | Added |
| 7 | LPL Financial LLC | $8.3M | 192,642 | Trimmed |
| 8 | GOLDMAN SACHS GROUP INC | $6.4M | 149,164 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 109,688 | Added |
| 10 | Apollon Wealth Management, LLC | $2.7M | 62,260 | Hold |
| 11 | JPMORGAN CHASE & CO | $2.5M | 57,942 | Added |
| 12 | UBS Group AG | $2.1M | 48,672 | Trimmed |
| 13 | STIFEL FINANCIAL CORP | $1.9M | 44,366 | Trimmed |
| 14 | Crew Capital Management, Ltd | $1.8M | 41,831 | Added |
| 15 | FLOW TRADERS U.S. LLC | $1.8M | 41,810 | New |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 41,281 | Added |
| 17 | MML INVESTORS SERVICES, LLC | $1.7M | 38,614 | Added |
| 18 | NewEdge Advisors, LLC | $1.6M | 36,720 | Added |
| 19 | Wealthcare Advisory Partners LLC | $1.1M | 25,346 | Trimmed |
| 20 | Foguth Wealth Management, LLC. | $1.1M | 24,840 | Trimmed |
| 21 | Tower Research Capital LLC (TRC) | $896,857 | 20,761 | New |
| 22 | NICOLET BANKSHARES INC | $866,920 | 20,068 | Trimmed |
| 23 | TRUIST FINANCIAL CORP | $862,271 | 19,960 | Trimmed |
| 24 | Sanctuary Advisors, LLC | $802,337 | 18,573 | Hold |
| 25 | Stewardship Advisors, LLC | $740,217 | 17,135 | Added |
Source: SEC Form 13F filings · as of 2026-06-30