6 institutions reported holding $103.9M of RBB FUND TRUST (EBI) in SEC 13F filings for 2026-06-30. Largest institutional holders: BetterWealth, LLC ($37.8M), TCI Wealth Advisors, Inc. ($21.9M), New Capital Management LP ($13.9M), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($12.2M), Trellis Wealth Advisors LLC ($10.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BetterWealth, LLC | $37.8M | 582,580 | Hold |
| 2 | TCI Wealth Advisors, Inc. | $21.9M | 336,794 | Hold |
| 3 | New Capital Management LP | $13.9M | 213,409 | Hold |
| 4 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $12.2M | 187,741 | Hold |
| 5 | Trellis Wealth Advisors LLC | $10.9M | 167,405 | Trimmed |
| 6 | Chicago Partners Investment Group LLC | $7.3M | 111,311 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30