UTHY — Rbb Fd Inc Institutional Holders · Q2 2026
Who owns Rbb Fd Inc (UTHY)? 21 institutions reported holding $9.99M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Janney Montgomery Scott LLC ($2.6M), HB Wealth Management, LLC ($1.3M), Burns Matteson Capital Management, LLC ($1.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | $2.6M | 64,910 | New |
| 2 | HB Wealth Management, LLC | $1.3M | 32,000 | New |
| 3 | Burns Matteson Capital Management, LLC | $1.3M | 31,343 | New |
| 4 | CITADEL ADVISORS LLC | $1.1M | 27,610 | Added |
| 5 | Cetera Investment Advisers | $1.0M | 24,646 | Added |
| 6 | BENJAMIN EDWARDS INC | $712,517 | 17,516 | New |
| 7 | Valtinson Bruner Financial Planning LLC | $468,782 | 11,524 | Trimmed |
| 8 | JANE STREET GROUP, LLC | $408,753 | 10,048 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $399,028 | 10,000 | New |
| 10 | CHOREO, LLC | $351,962 | 8,675 | New |
| 11 | LVW Advisors, LLC | $298,266 | 7,332 | New |
| 12 | Steward Partners Investment Advisory, LLC | $2,604 | 64 | New |
| 13 | SIMPLEX TRADING, LLC | $81 | 2 | New |
| 14 | MORGAN STANLEY | $41 | 1 | Hold |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 16 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
| 17 | HRT FINANCIAL LP | $0 | 0 | Exited |
| 18 | Tower Research Capital LLC (TRC) | $0 | 0 | Exited |
| 19 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 20 | UBS Group AG | $0 | 0 | Exited |
| 21 | Realta Investment Advisors | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30