Rbb Fd (CPHY) institutional ownership
RBB FD INC · 13F, 2026Q2
| Managers holding | 5 |
|---|---|
| Shares held | 9,998 |
| Reported value | $515,696 |
| Quarter flows | 0 new, 1 added, 1 trimmed, 1 exited |
Top 5 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| ATX Financial Planning, LLC | 7,736 | $399,216 | 0.3% |
| DHJJ Financial Advisors, Ltd. | 848 | $43,762 | 0.0% |
| ROYAL BANK OF CANADA | 780 | $40,000 | 0.0% |
| UBS Group AG | 534 | $27,557 | 0.0% |
| Essential Partners LLC | 100 | $5,161 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("CPHY"). CPHY price history · All 13F data