Rbb Fd (CPAG) institutional ownership
RBB FD INC · 13F, 2026Q2
| Managers holding | 18 |
|---|---|
| Shares held | 210,873 |
| Reported value | $21.7m |
| Quarter flows | 6 new, 7 added, 2 trimmed, 2 exited |
Top 18 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Everest Private Wealth | 65,135 | $6.7m | 2.5% |
| Stegent Equity Advisors, Inc. | 50,013 | $5.1m | 3.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,007 | $3.0m | 0.0% |
| &PARTNERS | 25,252 | $2.7m | 0.0% |
| Caliber Wealth Management, LLC / KS | 7,772 | $797,703 | 0.1% |
| Golden Bell Financial Planning LLC | 7,472 | $766,912 | 0.6% |
| Southeast Asset Advisors, LLC | 5,000 | $513,191 | 0.1% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 4,268 | $438,059 | 0.1% |
| Signet Private Wealth LLC | 3,986 | $409,115 | 0.3% |
| Family Office Research LLC | 3,736 | $383,456 | 0.1% |
| ATX Financial Planning, LLC | 2,698 | $276,918 | 0.2% |
| Crew Capital Management, Ltd | 2,465 | $253,003 | 0.1% |
| Farther Finance Advisors, LLC | 1,147 | $117,726 | 0.0% |
| ROYAL BANK OF CANADA | 985 | $101,000 | 0.0% |
| EVOLUTION WEALTH MANAGEMENT INC. | 696 | $71,436 | 0.0% |
| NewEdge Advisors, LLC | 636 | $65,278 | 0.0% |
| DHJJ Financial Advisors, Ltd. | 555 | $56,965 | 0.0% |
| Essential Partners LLC | 50 | $5,132 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("CPAG"). CPAG price history · All 13F data