9 institutions reported holding $8.0M of RBB FD INC (CPAG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Stegent Equity Advisors, Inc. ($5.1M), Caliber Wealth Management, LLC / KS ($797,703), Golden Bell Financial Planning LLC ($766,912), FLYNN ZITO CAPITAL MANAGEMENT, LLC ($438,059), Family Office Research LLC ($383,456). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stegent Equity Advisors, Inc. | $5.1M | 50,013 | New |
| 2 | Caliber Wealth Management, LLC / KS | $797,703 | 7,772 | Hold |
| 3 | Golden Bell Financial Planning LLC | $766,912 | 7,472 | Hold |
| 4 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $438,059 | 4,268 | New |
| 5 | Family Office Research LLC | $383,456 | 3,736 | Added |
| 6 | Crew Capital Management, Ltd | $253,003 | 2,465 | New |
| 7 | Farther Finance Advisors, LLC | $117,726 | 1,147 | New |
| 8 | EVOLUTION WEALTH MANAGEMENT INC. | $71,436 | 696 | New |
| 9 | DHJJ Financial Advisors, Ltd. | $56,965 | 555 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30