Creative Planning - RBB FD INC ownership

RBB FD INC's ticker is and the CUSIP is 74933W627. A total of 20 filers reported holding RBB FD INC in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of RBB FD INC
ValueSharesWeighting
Q3 2023$461,487
-0.6%
19,4370.0%0.00%0.0%
Q2 2023$464,292
+9.3%
19,437
+2.9%
0.00%0.0%
Q1 2023$424,942
+1.7%
18,887
-3.5%
0.00%0.0%
Q4 2022$417,774
+2.6%
19,582
+0.7%
0.00%0.0%
Q3 2022$407,000
-36.5%
19,437
-35.8%
0.00%0.0%
Q2 2022$641,000
+29.0%
30,282
+61.7%
0.00%0.0%
Q1 2022$497,000
+64.0%
18,730
+81.3%
0.00%
Q4 2021$303,00010,3320.00%
Other shareholders
RBB FD INC shareholders Q1 2023
NameSharesValueWeighting ↓
Motley Fool Wealth Management, LLC 144,791$3,371,3140.20%
Key FInancial Inc 3,954$93,8790.03%
Wedmont Private Capital 12,570$299,5970.03%
FLAGSHIP HARBOR ADVISORS, LLC 9,955$236,3590.02%
Global Retirement Partners, LLC 7,689$180,3070.01%
Householder Group Estate & Retirement Specialist, LLC 624$14,8150.01%
GTS SECURITIES LLC 77,786$1,846,8730.00%
OSAIC HOLDINGS, INC. 25,621$608,3100.00%
Creative Planning 19,437$461,4870.00%
CAPTRUST FINANCIAL ADVISORS 10,759$255,4480.00%
View complete list of RBB FD INC shareholders