13 institutions reported holding $4.1M of RBB FD INC (UTWY) in SEC 13F filings for 2026-06-30. Largest institutional holders: J.W. COLE ADVISORS, INC. ($1.3M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($586,594), Advocacy Wealth Management, LLC ($503,624), Tower Research Capital LLC (TRC) ($407,594), JANE STREET GROUP, LLC ($366,621). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | J.W. COLE ADVISORS, INC. | $1.3M | 29,573 | Added |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $586,594 | 13,744 | Trimmed |
| 3 | Advocacy Wealth Management, LLC | $503,624 | 11,800 | New |
| 4 | Tower Research Capital LLC (TRC) | $407,594 | 9,550 | Trimmed |
| 5 | JANE STREET GROUP, LLC | $366,621 | 8,590 | Trimmed |
| 6 | Valtinson Bruner Financial Planning LLC | $269,083 | 6,305 | Trimmed |
| 7 | CITADEL ADVISORS LLC | $255,824 | 5,994 | Trimmed |
| 8 | FLOW TRADERS U.S. LLC | $248,000 | 5,804 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $240,130 | 5,626 | Added |
| 10 | Crews Bank & Trust | $4,268 | 100 | New |
| 11 | DHJJ Financial Advisors, Ltd. | $214 | 5 | Hold |
| 12 | MORGAN STANLEY | $43 | 1 | Hold |
| 13 | Spire Wealth Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30