Who Owns RBB FD INC (UTWO)? -- Institutional Holders (2026-06-30)
88 institutions reported holding $275.3M of RBB FD INC (UTWO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($75.5M), Hapanowicz & Associates Financial Services, Inc ($35.5M), LPL Financial LLC ($33.2M), Odyssey Group, LLC ($21.0M), Tidal Investments LLC ($13.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $75.5M | 1.6M | Added |
| 2 | Hapanowicz & Associates Financial Services, Inc | $35.5M | 740,232 | New |
| 3 | LPL Financial LLC | $33.2M | 692,082 | Trimmed |
| 4 | Odyssey Group, LLC | $21.0M | 438,675 | New |
| 5 | Tidal Investments LLC | $13.7M | 285,251 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $12.7M | 264,427 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $10.3M | 215,713 | Added |
| 8 | MML INVESTORS SERVICES, LLC | $10.2M | 213,685 | Added |
| 9 | Federation des caisses Desjardins du Quebec | $6.0M | 124,771 | Trimmed |
| 10 | Luminist Capital LLC | $5.6M | 116,753 | Added |
| 11 | UBS Group AG | $4.3M | 90,673 | Trimmed |
| 12 | STIFEL FINANCIAL CORP | $4.2M | 86,607 | Trimmed |
| 13 | Insight Wealth Partners, LLC | $3.5M | 73,213 | Added |
| 14 | Janney Montgomery Scott LLC | $3.0M | 63,579 | Trimmed |
| 15 | Marshall & Sterling Wealth Advisors Inc. | $2.9M | 59,825 | Added |
| 16 | NewEdge Advisors, LLC | $2.7M | 55,680 | Trimmed |
| 17 | EP Wealth Advisors, LLC | $2.6M | 53,992 | Trimmed |
| 18 | Wealthcare Advisory Partners LLC | $2.1M | 44,237 | Added |
| 19 | Stratos Wealth Partners, LTD. | $2.1M | 43,072 | Trimmed |
| 20 | WELLS FARGO & COMPANY/MN | $2.0M | 42,591 | Added |
| 21 | INTEGRITY ALLIANCE, LLC. | $1.8M | 37,227 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 29,534 | Trimmed |
| 23 | KPP Advisory Services LLC | $1.4M | 28,869 | Hold |
| 24 | 4WEALTH ADVISORS, INC. | $1.1M | 23,408 | Trimmed |
| 25 | IFP Advisors, Inc | $1.0M | 21,814 | Added |
Source: SEC Form 13F filings · as of 2026-06-30