6 institutions reported holding $515,696 of RBB FD INC (CPHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: ATX Financial Planning, LLC ($399,216), DHJJ Financial Advisors, Ltd. ($43,762), Royal Bank of Canada ($40,000), UBS Group AG ($27,557), Essential Partners LLC ($5,161). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ATX Financial Planning, LLC | $399,216 | 7,736 | Trimmed |
| 2 | DHJJ Financial Advisors, Ltd. | $43,762 | 848 | Hold |
| 3 | Royal Bank of Canada | $40,000 | 780 | Hold |
| 4 | UBS Group AG | $27,557 | 534 | Added |
| 5 | Essential Partners LLC | $5,161 | 100 | Hold |
| 6 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30