Institutional Ownership Rbb Fd Inc Us Treas 12 Month B (OBIL)
This table provides information about the institutional ownership of Rbb Fd Inc Us Treas 12 Month B (OBIL). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 3.89 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,043,886
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
734,138
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
349,789
shares
|
$0
0.06% of portfolio
|
Q1 2025
Added 21.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
297,860
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
278,930
shares
|
$0
1.69% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
91,678
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 28.65%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
81,773
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
74,411
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 57.57%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
72,193
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
69,006
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 19.86%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
66,974
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 40.24%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
62,157
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 26.56%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
61,396
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 25.42%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
50,929
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
48,416
shares
|
$0
0.37% of portfolio
|
Q2 2025
Reduced 18.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
47,240
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
38,515
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
36,367
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 214.13%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
28,945
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,503
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 33.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
23,976
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
20,831
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
17,361
shares
|
$0
0.32% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
17,073
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
15,728
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 38.81%
|