Who Owns RBB FUND TRUST (FEOE)? -- Institutional Holders (2026-06-30)

83 institutions reported holding $303.5M of RBB FUND TRUST (FEOE) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($30.4M), COMMONWEALTH EQUITY SERVICES, LLC ($26.7M), Acumen Wealth Advisors, LLC ($23.6M), RIA Advisory Group LLC ($19.0M), Berger Financial Group, Inc ($15.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$30.4M570,213Added
2COMMONWEALTH EQUITY SERVICES, LLC$26.7M499,920Added
3Acumen Wealth Advisors, LLC$23.6M442,679Added
4RIA Advisory Group LLC$19.0M355,922Added
5Berger Financial Group, Inc$15.2M283,724Trimmed
6Redhawk Wealth Advisors, Inc.$10.0M187,046Added
7ARWA LLC$9.6M177,902Added
8DAVENPORT & Co LLC$9.4M176,918Added
9SAGESPRING WEALTH PARTNERS, LLC$8.1M152,104Added
10TRUIST FINANCIAL CORP$8.1M152,085Added
11Kestra Advisory Services, LLC$8.1M151,176Trimmed
12LexAurum Advisors, LLC$8.0M150,522Added
13EXCHANGE TRADED CONCEPTS, LLC$7.6M141,489Added
14Richmond Investment Services, LLC$6.9M129,484Trimmed
15Financial Partners Group, Inc$6.9M129,223Added
16Private Advisor Group, LLC$6.5M121,031Added
17STEPHENS INC /AR/$5.6M105,033Added
18FFG RETIREMENT ADVISORS LLC$5.2M97,902Added
19G&S Capital LLC$4.6M86,680Added
20Cambridge Investment Research Advisors, Inc.$4.5M85,046Added
21DAYMARK WEALTH PARTNERS, LLC$4.5M83,495Added
22GREENWOOD CAPITAL ASSOCIATES LLC$4.4M82,889New
23PCG Wealth Advisors, LLC$4.2M77,924Trimmed
24StrongBox Wealth, LLC$4.1M77,219Added
25KESTRA PRIVATE WEALTH SERVICES, LLC$4.0M74,273Added

Source: SEC Form 13F filings · as of 2026-06-30