EBI — RBB FUND TRUST

Ownership history in BetterWealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which BetterWealth, LLC reported a position in RBB FUND TRUST (EBI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.74% (2025 Q1)
Avg. % of fund
7.63%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 582,018 -4,064 -0.7% 7.51% $32.9M $56.58
2025 Q3 ADDED 586,082 +2,131 +0.4% 7.65% $32.1M $54.51
2025 Q2 ADDED 583,951 +1,066 +0.2% 7.61% $29.7M $50.56
2025 Q1 INITIATED 582,885 — — 7.74% $27.6M $46.80
% of Fund (quarterly)    EBI price (monthly, adj. close)

Other funds also holding EBI

As of 2025 Q4 — sorted by position size

Hill Investment Group Partners, LLC 41.88% HILL ISLAND FINANCIAL LLC 3Y 15.9% Trellis Wealth Advisors LLC 3.71% AIRE ADVISORS, LLC 3Y 3.46% New Capital Management LP 3Y 7Y 3.03% TCI Wealth Advisors, Inc. 3Y 7Y 1.05% MOSAIC FAMILY WEALTH PARTNERS, LLC 3Y 0.43% Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3Y 7Y 0.2% Chicago Partners Investment Group LLC 3Y 7Y 0.16% GTS SECURITIES LLC 0.07%
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