MGIA
EBI

Moneta Group Investment Advisors’s The RBB Fund Trust Longview Advantage ETF EBI Stock Holding History

Moneta Group Investment Advisors’s Portfolio EBI Stock Details EBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.26M Buy
73,552
+13,128
+22% +$774K 0.03% 182
2025
Q4 		$3.42M Hold
60,424
– – 0.03% 208
2025
Q3 		$3.31M Hold
60,424
– – 0.03% 204
2025
Q2 		$3.07M Hold
60,424
– – 0.04% 180
2025
Q1 		$2.86M Buy
+60,424
New +$2.9M 0.04% 169

Other funds holding EBI

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Moneta Group Investment Advisors's EBI Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its The RBB Fund Trust Longview Advantage ETF (EBI) stake by 22% in Q1 2026, buying an estimated $774K and bringing the position to 73,552 shares worth $4.26M. The position accounts for 0.03% of the portfolio, ranked #182.

Moneta Group Investment Advisors first reported a position in EBI in Q1 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold EBI as of Q1 2026.

  • Moneta Group Investment Advisors held 73,552 shares of The RBB Fund Trust Longview Advantage ETF worth $4.26M as of Q1 2026.
  • Moneta Group Investment Advisors bought 13,128 The RBB Fund Trust Longview Advantage ETF shares in Q1 2026, an estimated $774K.
  • The RBB Fund Trust Longview Advantage ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #182 holding.
  • Moneta Group Investment Advisors first reported a position in The RBB Fund Trust Longview Advantage ETF in Q1 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held The RBB Fund Trust Longview Advantage ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.