NCM
EBI

New Capital Management’s The RBB Fund Trust Longview Advantage ETF EBI Stock Holding History

New Capital Management’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
Q2 		$13.9M Hold
213,409
– – 3.16% 5
2026
Q1 		$12.3M Hold
213,409
– – 3.04% 5
2025
Q4 		$12.1M Hold
213,409
– – 3.03% 5
2025
Q3 		$11.7M Hold
213,409
– – 3.07% 5
2025
Q2 		$10.9M Sell
213,409
-591
-0.3% -$28K 3.03% 5
2025
Q1 		$10.1M Buy
+214,000
New +$10.3M 2.91% 7

Other funds holding EBI

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
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 $5B AUM 26.84% 1-Year Est. Return

New Capital Management's EBI Position: Q2 2026 in Review

New Capital Management held its The RBB Fund Trust Longview Advantage ETF (EBI) position steady in Q2 2026 at 213,409 shares worth $13.9M. The position accounts for 3.16% of the portfolio, ranked #5.

New Capital Management first reported a position in EBI in Q1 2025 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold EBI as of Q2 2026.

  • New Capital Management held 213,409 shares of The RBB Fund Trust Longview Advantage ETF worth $13.9M as of Q2 2026.
  • New Capital Management left its The RBB Fund Trust Longview Advantage ETF share count unchanged in Q2 2026.
  • The RBB Fund Trust Longview Advantage ETF made up 3.16% of New Capital Management's portfolio in Q2 2026, its #5 holding.
  • New Capital Management first reported a position in The RBB Fund Trust Longview Advantage ETF in Q1 2025 and has held it in 6 quarters since.
  • 6 funds tracked by Wall St. Rank held The RBB Fund Trust Longview Advantage ETF as of Q2 2026.

Based on New Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.