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 3.88 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 |
|---|---|---|---|---|---|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
15,129
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
14,711
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
14,261
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
14,229
shares
|
$0
0.08% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
13,410
shares
|
$0
0.46% of portfolio
|
Q1 2025
Added 1812.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,645
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 149.36%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
10,000
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
9,977
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
9,619
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 53.55%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
9,490
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
9,256
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
9,055
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 31.08%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
8,690
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 26.69%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
8,139
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
6,546
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,673
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 21.97%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,210
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 22.35%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
5,200
shares
|
$0
0.04% of portfolio
|
Q1 2025
Added 62.5%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,000
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
4,826
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
4,819
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,668
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
4,563
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 42.4%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
4,304
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,240
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|