RBB FD INC's ticker is and the CUSIP is 74933W486. A total of 37 filers reported holding RBB FD INC in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,127,573 | +3.7% | 169,501 | +4.4% | 0.08% | +2.6% |
| Q2 2023 | $7,834,707 | +1.4% | 162,411 | +3.4% | 0.08% | -7.1% |
| Q1 2023 | $7,723,399 | +6.2% | 157,107 | +5.5% | 0.08% | +29.2% |
| Q4 2022 | $7,271,410 | -99.9% | 148,928 | -47.6% | 0.06% | -13.3% |
| Q3 2022 | $6,996,990,000 | – | 284,018 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boothe Investment Group, Inc. | 593,418 | $29,172 | 15.54% |
| Wealthquest Corp | 868,471 | $42,694,081 | 5.54% |
| Empirical Asset Management, LLC | 78,259 | $3,847,234 | 3.68% |
| Alpha Financial Partners, LLC | 24,382 | $1,198,601 | 1.35% |
| SFG Wealth Management, LLC. | 10,472 | $514,804 | 0.57% |
| F/M Investments LLC | 11,063 | $543,857 | 0.55% |
| WBI INVESTMENTS, LLC | 33,418 | $1,642,817 | 0.33% |
| GRIES FINANCIAL LLC | 14,180 | $697,089 | 0.21% |
| Private Advisor Group, LLC | 396,926 | $19,512,876 | 0.19% |
| Financial Guidance Group, Inc. | 4,524 | $222,400 | 0.17% |