12 institutions reported holding $4.8M of RBB FD INC (UTWY) in SEC 13F filings for 2026-03-31. Largest institutional holders: J.W. COLE ADVISORS, INC. ($1.2M), CITADEL ADVISORS LLC ($910,221), JANE STREET GROUP, LLC ($819,370), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($641,231), Tower Research Capital LLC (TRC) ($454,338). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | J.W. COLE ADVISORS, INC. | $1.2M | 28,755 | Added |
| 2 | CITADEL ADVISORS LLC | $910,221 | 21,210 | Trimmed |
| 3 | JANE STREET GROUP, LLC | $819,370 | 19,093 | Added |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $641,231 | 14,942 | Hold |
| 5 | Tower Research Capital LLC (TRC) | $454,338 | 10,587 | Added |
| 6 | Valtinson Bruner Financial Planning LLC | $282,956 | 6,593 | Added |
| 7 | FLOW TRADERS U.S. LLC | $257,000 | 5,991 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $222,410 | 5,182 | Added |
| 9 | Spire Wealth Management | $10,729 | 250 | Trimmed |
| 10 | DHJJ Financial Advisors, Ltd. | $215 | 5 | Hold |
| 11 | MORGAN STANLEY | $43 | 1 | Hold |
| 12 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31