PFOE — Rbb Fund Trust Institutional Holders · Q2 2026
Who owns Rbb Fund Trust (PFOE)? 6 institutions reported holding $13.06M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: 49 Wealth Management, LLC ($5.9M), Alongside, LLC ($5.9M), Cambridge Investment Research Advisors, Inc. ($1.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | 49 WEALTH MANAGEMENT, LLC | $5.9M | 255,580 | Trimmed |
| 2 | ALONGSIDE, LLC | $5.9M | 255,580 | New |
| 3 | Cambridge Investment Research Advisors, Inc. | $1.0M | 44,369 | New |
| 4 | Thrivent Financial for Lutherans | $223,000 | 9,677 | Trimmed |
| 5 | JPMORGAN CHASE & CO | $24,162 | 1,047 | New |
| 6 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30