Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US TRSRY 6 MNTH
-
Number of holders
-
59
-
Total 13F shares, excl. options
-
6,081,563
-
Shares change
-
+1,512,319
-
Total reported value, excl. options
-
$303,901,665
-
Value change
-
+$75,536,574
-
Number of buys
-
50
-
Number of sells
-
-10
-
Price
-
$49.97
Significant Holders of RBB FD INC - US TRSRY 6 MNTH (XBIL) as of Q4 2023
64 filings reported holding XBIL - RBB FD INC - US TRSRY 6 MNTH as of Q4 2023.
RBB FD INC - US TRSRY 6 MNTH (XBIL) has 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,081,563 shares
.
Largest 10 shareholders include LPL Financial LLC (962,515 shares), ACORN FINANCIAL ADVISORY SERVICES INC /ADV (734,947 shares), STIFEL FINANCIAL CORP (708,864 shares), Wealthquest Corp (544,466 shares), Ferguson Shapiro LLC (362,409 shares), MILESTONE ASSET MANAGEMENT, LLC (279,542 shares), Foundations Investment Advisors, LLC (274,552 shares), Private Advisor Group, LLC (204,625 shares), COMMONWEALTH EQUITY SERVICES, LLC (184,843 shares), and David Kennon Inc (165,177 shares).
This table shows the top 59 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.