17 institutions reported holding $35.7M of RBB FUND TRUST (COPY) in SEC 13F filings for 2026-06-30. Largest institutional holders: PINNACLE ASSOCIATES LTD ($20.2M), NATIONS FINANCIAL GROUP INC, /IA/ /ADV ($4.9M), DKM Wealth Management, Inc. ($3.2M), EverSource Wealth Advisors, LLC ($2.7M), D.A. DAVIDSON & CO. ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PINNACLE ASSOCIATES LTD | $20.2M | 1.4M | Added |
| 2 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $4.9M | 331,322 | Added |
| 3 | DKM Wealth Management, Inc. | $3.2M | 217,962 | Trimmed |
| 4 | EverSource Wealth Advisors, LLC | $2.7M | 181,351 | Added |
| 5 | D.A. DAVIDSON & CO. | $1.5M | 102,729 | Trimmed |
| 6 | OPPENHEIMER & CO INC | $990,725 | 67,259 | Added |
| 7 | PFG Investments, LLC | $399,174 | 27,099 | Trimmed |
| 8 | Certified Advisory Corp | $386,797 | 26,259 | Hold |
| 9 | Kestra Advisory Services, LLC | $341,492 | 23,183 | Trimmed |
| 10 | PRIVATE MANAGEMENT GROUP INC | $296,058 | 20,099 | Trimmed |
| 11 | TCFG Investment Advisors, LLC | $266,613 | 18,100 | Hold |
| 12 | Sage Capital Management, LLC | $218,004 | 14,800 | New |
| 13 | Sequoia Financial Advisors, LLC | $190,193 | 12,912 | Hold |
| 14 | Joel Isaacson & Co., LLC | $157,037 | 10,661 | Added |
| 15 | CoreCap Advisors, LLC | $3,034 | 206 | New |
| 16 | Bogart Wealth, LLC | $372 | 25 | Hold |
| 17 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30