Who Owns RBB FUND TRUST (COPY)? -- Institutional Holders (2026-03-31)

Name: RBB FUND TRUST (COPY) Institutional Holders (2026-03-31)
Creator: ko.io

47 institutions reported holding $76.6M of RBB FUND TRUST (COPY) in SEC 13F filings for 2026-03-31. Largest institutional holders: PINNACLE ASSOCIATES LTD ($16.7M), JANE STREET GROUP, LLC ($9.6M), Pinnacle Wealth Management Advisory Group, LLC ($7.8M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($7.4M), LPL Financial LLC ($5.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	PINNACLE ASSOCIATES LTD	$16.7M	1.2M	New
2	JANE STREET GROUP, LLC	$9.6M	700,000	New
3	Pinnacle Wealth Management Advisory Group, LLC	$7.8M	566,079	New
4	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$7.4M	535,853	Added
5	LPL Financial LLC	$5.0M	368,067	Added
6	NKCFO LLC	$4.4M	324,300	New
7	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	$4.4M	320,393	Added
8	DKM Wealth Management, Inc.	$3.0M	220,272	Added
9	Royal Bank of Canada	$2.6M	192,807	Added
10	D.A. DAVIDSON & CO.	$2.6M	192,100	Added
11	EverSource Wealth Advisors, LLC	$2.1M	151,282	Added
12	Sanctuary Advisors, LLC	$2.0M	144,616	Added
13	Steward Partners Investment Advisory, LLC	$1.3M	93,379	Added
14	Mutual Advisors, LLC	$977,974	71,281	Added
15	OPPENHEIMER & CO INC	$828,784	60,407	Added
16	GTS SECURITIES LLC	$732,579	53,395	New
17	INGALLS & SNYDER LLC	$548,000	39,947	Added
18	Arete Wealth Advisors, LLC	$506,842	36,915	Added
19	GLENMEDE TRUST CO NA	$463,736	33,800	New
20	PFG Investments, LLC	$373,176	27,199	Added
21	Certified Advisory Corp	$360,275	26,259	Hold
22	Advisors Capital Management, LLC	$348,872	25,428	New
23	Kestra Advisory Services, LLC	$321,286	23,417	New
24	PRIVATE MANAGEMENT GROUP INC	$281,356	20,507	Trimmed
25	Fund Advisors of America Inc/FL	$267,305	19,483	Added

Source: SEC Form 13F filings · as of 2026-03-31