RBB FD INC

OBIL (RBB FD INC) is held by 24 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($58.7M), MML INVESTORS SERVICES, LLC ($17.8M), MORGAN STANLEY ($13.4M). Net institutional sentiment: Mixed.

24

Holders

(2 Elite)

$137.9M

Total Value

57% (23)

Consensus

13 buying - 10 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

OB

Smart Money Verdict

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Institutional (13F)64

Insider (Form 4)52

Activist (13D/13G)31

Congressional (STOCK Act)29

Holder Quality

83

★★★★★

Elite

11

★★★★

Strong

11

★★★

Solid

49

★★

Below

12

★

Weak

Held by 24 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for OBIL.

Top Holders

Top Holders (24)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	1.2M(-8.9%)	$58.7M	0.0%	+8.41%	0
MML INVESTORS SERVICES, LLC	Increased	356,852(+18.9%)	$17.8M	0.0%	+6.29%	33
MORGAN STANLEY	Increased	267,580(+5.1%)	$13.4M	0.0%	+2.13%	29
STIFEL FINANCIAL CORP	Decreased	237,223(-6.8%)	$11.9M	0.0%	+8.50%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	169,833(+16.9%)	$8.5M	0.0%	+5.50%	32
RAYMOND JAMES FINANCIAL INC	Decreased	122,426(-24.7%)	$6.1M	0.0%	+3.45%	0
UBS Group AG	Decreased	101,189(-11.7%)	$5.1M	0.0%	+4.97%	0
GOLDMAN SACHS GROUP INC	Decreased	46,523(-61.6%)	$2.3M	0.0%	+2.44%	0
Private Advisor Group, LLC	Increased	43,346(+18.5%)	$2.2M	0.0%	+5.13%	31
TRUIST FINANCIAL CORP	Decreased	39,974(-11.2%)	$2M	0.0%	+1.44%	0
Rockefeller Capital Management L.P.	Decreased	36,665(-37.2%)	$1.8M	0.0%	+1.36%	0
Cetera Investment Advisers	Increased	29,652(+213.8%)	$1.5M	0.0%	+1.94%	41
Lido Advisors, LLC	Decreased	24,959(-12.2%)	$1.2M	0.0%	+7.76%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	20,899(+0.6%)	$1M	0.0%	+10.09%	25
JANE STREET GROUP, LLC	Increased	19,243(+190.3%)	$961,669	0.0%	+1.49%	40
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	17,558(-14.5%)	$878,322	0.0%	+5.26%	0
Kestra Advisory Services, LLC	Increased	16,690(+0.2%)	$834,062	0.0%	+13.81%	25
NewEdge Advisors, LLC	Increased	14,069(+0.9%)	$703,090	0.0%	+2.00%	25
IWIntegrated Wealth Concepts LLC	Increased	10,000(+100.0%)	$499,750	0.0%	+4.87%	39
CITADEL ADVISORS LLC	New	7,851	$392,354	0.0%	+0.65%	36

Showing 1-20 of 25

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer