20 institutions reported holding $564.4M of RBB FUND TRUST (EBI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Hill Investment Group Partners, LLC ($366.6M), HILL ISLAND FINANCIAL LLC ($66.9M), BetterWealth, LLC ($33.7M), TCI Wealth Advisors, Inc. ($19.5M), AIRE ADVISORS, LLC ($19.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hill Investment Group Partners, LLC | $366.6M | 6.3M | Added |
| 2 | HILL ISLAND FINANCIAL LLC | $66.9M | 1.2M | Trimmed |
| 3 | BetterWealth, LLC | $33.7M | 582,580 | Added |
| 4 | TCI Wealth Advisors, Inc. | $19.5M | 336,794 | Hold |
| 5 | AIRE ADVISORS, LLC | $19.3M | 333,536 | Trimmed |
| 6 | New Capital Management LP | $12.3M | 213,409 | Hold |
| 7 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $10.9M | 187,741 | Trimmed |
| 8 | Trellis Wealth Advisors LLC | $9.7M | 167,622 | Hold |
| 9 | Chicago Partners Investment Group LLC | $6.9M | 111,311 | Hold |
| 10 | Quantinno Capital Management LP | $6.4M | 110,099 | Hold |
| 11 | MONETA GROUP INVESTMENT ADVISORS LLC | $4.3M | 73,552 | Added |
| 12 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $4.0M | 69,400 | Added |
| 13 | STIFEL FINANCIAL CORP | $1.3M | 23,161 | Hold |
| 14 | GTS SECURITIES LLC | $1.1M | 18,169 | Trimmed |
| 15 | HighTower Advisors, LLC | $824,982 | 14,258 | Hold |
| 16 | Mariner, LLC | $558,357 | 9,650 | Hold |
| 17 | MORGAN STANLEY | $205,407 | 3,550 | New |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 19 | UBS Group AG | $0 | 0 | Exited |
| 20 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31