Who Owns RBB FUND TRUST (FEGE)? -- Institutional Holders (2026-06-30)
106 institutions reported holding $476.3M of RBB FUND TRUST (FEGE) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($70.3M), Mesirow Financial Investment Management, Inc. ($52.1M), ENVESTNET ASSET MANAGEMENT INC ($39.2M), COMMONWEALTH EQUITY SERVICES, LLC ($26.8M), D.A. DAVIDSON & CO. ($23.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $70.3M | 1.4M | Added |
| 2 | Mesirow Financial Investment Management, Inc. | $52.1M | 1.1M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $39.2M | 801,773 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $26.8M | 547,036 | Trimmed |
| 5 | D.A. DAVIDSON & CO. | $23.5M | 481,367 | Added |
| 6 | KWB Wealth | $18.9M | 385,710 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $17.5M | 358,700 | Added |
| 8 | LifeGoal Investments, LLC | $16.6M | 338,466 | Added |
| 9 | Legacy CG, LLC | $15.0M | 307,601 | Added |
| 10 | EQUITABLE TRUST CO | $14.5M | 296,087 | Added |
| 11 | MN Wealth Advisors, LLC | $14.5M | 295,720 | Added |
| 12 | CARY STREET PARTNERS FINANCIAL LLC | $13.5M | 276,372 | Added |
| 13 | OPPENHEIMER & CO INC | $9.9M | 203,293 | Added |
| 14 | NOVEM GROUP | $8.2M | 167,496 | Added |
| 15 | Cornerstone Advisory, LLC | $7.8M | 159,032 | Added |
| 16 | Allegheny Financial Group | $6.1M | 125,647 | Added |
| 17 | WEDBUSH SECURITIES INC | $6.0M | 122,169 | Trimmed |
| 18 | Apollon Wealth Management, LLC | $5.9M | 120,983 | Added |
| 19 | Private Advisor Group, LLC | $5.2M | 105,682 | Trimmed |
| 20 | TRANSCEND CAPITAL ADVISORS, LLC | $4.6M | 94,802 | Added |
| 21 | BENJAMIN EDWARDS INC | $4.6M | 94,623 | Added |
| 22 | TRUIST FINANCIAL CORP | $4.5M | 92,661 | Added |
| 23 | New England Private Wealth Advisors LLC | $4.2M | 84,310 | Added |
| 24 | Atlas Wealth LLC | $3.9M | 79,783 | Added |
| 25 | DAVENPORT & Co LLC | $3.8M | 77,589 | Added |
Source: SEC Form 13F filings · as of 2026-06-30